• Provide calendar management for executive by gathering information, communicating, planning ahead & coordinating with teams effectively• Organize events beginning to end, researching venues, vendors, supply needs in a time and cost conscious manner• Expense processing via Concur and auditing/coding of invoices via SAP • Plan and book travel via Concur and/or Atlas travel agent • Prepare and analyze reports for hours and distribution center data

Managed office operations and handled client liaison • Processed accounts payable and receivable utilizing QuickBooks• Worked with clients one on one and facilitated selections for new home • Ensured all items were completed for submission on various permits, surveys & applications• Assisted with creation and set up of office protocols and systems

Managed, fielded and resolved issues for North America Treasury and Chief Investment Office employees Spearheaded and guided over 250 employees to set up work remote capabilities during COVID-19Owned and maintained floorwide and global email listsMonitored and approved access to secured floorEvaluated and updated hotel seating, floorplan & seat capacity for over 250 employees Tracked broker licensing requirements, consecutive leave requisite, submission of legal review for new rates project and equipment expense reimbursementsPerformed remote On Boarding and followed Off Boarding path of employeesCreated, edited and owned organizational charts, presentations, trackers and scorecards Conducted accurate and timely data analysis for new business initiatives

Provided comprehensive executive and personal administrative support on all business issues as well as personal mattersCoordinated and maintained complex meeting schedule by thinking ahead, identifying conflicts and setting path for prep work Managed daily operations acting as gatekeeper, screening and responding to incoming calls, e-mail and messagesOutlined and scheduled executives’ domestic and international travel arrangements, knowledge of passport and visa preparation Projects – assisted travel services in streamlining executive services, pilot for tax travel systemBoard management Processed and reconciled expenses both foreign and domestic currency Event planning – internally and externally Served as building management liaison – Security, Mail Operations, Facilities, Reception, Track, record and order supplies Maintained vacation/attendance records

National Sales Handled phone traffic for the entire department and acted as a liaison to the sales forceScheduled meetings, appointments and travel itinerariesProcessed and reconciled business travel and expense reportsCoordinated conferences for retail brokers and high net worth clientsDistributed stock ratings changes to sales force via internal Daily Call systemResponsible for departmental accounts payableConducted Bloomberg equity research for brokers

Comptroller Provided administrative secretarial support to the ComptrollerAnswered, screened and routed incoming calls for entire companyScheduled meetings, conferences and business appointments Handled payroll, accounts payable, accounts receivable and billingMonitored, inventoried and ordered office and computer supplies