- Student Records Management: Maintain and update comprehensive student records from enrollment through graduation or withdrawal. This includes academic transcripts, attendance records, clinical files, and any special education documentation.- Scheduling: Develop and manage student schedules, ensuring alignment with individual education plans (IEPs) and therapeutic needs, while coordinating with teachers and clinicians to balance academic and therapeutic sessions.- Legal Documentation:… Show more - Student Records Management: Maintain and update comprehensive student records from enrollment through graduation or withdrawal. This includes academic transcripts, attendance records, clinical files, and any special education documentation.- Scheduling: Develop and manage student schedules, ensuring alignment with individual education plans (IEPs) and therapeutic needs, while coordinating with teachers and clinicians to balance academic and therapeutic sessions.- Legal Documentation: Assist the Director of Education with gathering, organizing, and maintaining documentation for legal matters, including compliance with state and federal education regulations.- Clinical Support: Support the Clinical Director in maintaining clinical files in SharePoint, quality checking , and ensure confidentiality following HIPAA and other privacy regulations.- Data Reporting: Prepare reports and provide data as needed for internal reviews, audits, and legal requests, ensuring accuracy and compliance.- Serve as a liaison between staff and families to ensure smooth communication regarding scheduling, records, DOE Office of Pupil Transportation matters, and other administrative issues.- Compliance: Ensure that all student records, legal documents, and clinical files are maintained in accordance with school policies, legal requirements, and accreditation standards. Show less

- Maintained cross-functional role between WBL Labs and Operations teams for project management of in-house/external event coordination - in-person and virtual- Oversaw reopening plans for office space which included equipment, supplies, HVAC and sanitization requirements, social-distancing measures, and ensuring all health and safety protocols were met- Trained staff on different platforms: Zoom, Slack, Salesforce, Adobe Pro, and provided technical support as necessary - Deployed… Show more - Maintained cross-functional role between WBL Labs and Operations teams for project management of in-house/external event coordination - in-person and virtual- Oversaw reopening plans for office space which included equipment, supplies, HVAC and sanitization requirements, social-distancing measures, and ensuring all health and safety protocols were met- Trained staff on different platforms: Zoom, Slack, Salesforce, Adobe Pro, and provided technical support as necessary - Deployed Macbook Air laptops to new employees and handled all technical support and troubleshooting- Fostered partnerships between post-secondary schools and employers for internship interviews and invoice processing- Processed payments for the HERE to HERE incubated Emerging Leaders Program participants and H2H Student Ambassadors utilizing bill.com- Researched vendors, utilized Salesforce to generate reports, requested W9s for yearly audit, and ensured that the 501(c) tax-exempt status was applied to vendors- Provided coverage of duties for the Director of Operations during family leave and coverage for the Executive Assistant to the CEO daily as necessary- Attended workshops regarding social issues with an emphasis on justice, equity, diversity, and inclusion Show less

Provided administrative support to the Chief Compliance Officers of two broker dealers: MMA Securities and MMC Securities:- Processed U4 /U5 Registration and record updates, as well as Branch office updates via FINRA WebCRD- Coordinated in-person and virtual meetings, town halls, and interviews - Created Compliance bulletins, updated 280-page manuals, Visio Org Charts, and training presentations- Assisted with retrieval of documents for internal audits, FINRA exams, and… Show more Provided administrative support to the Chief Compliance Officers of two broker dealers: MMA Securities and MMC Securities:- Processed U4 /U5 Registration and record updates, as well as Branch office updates via FINRA WebCRD- Coordinated in-person and virtual meetings, town halls, and interviews - Created Compliance bulletins, updated 280-page manuals, Visio Org Charts, and training presentations- Assisted with retrieval of documents for internal audits, FINRA exams, and regulatory requests - Logged Advertising and Sales Literature forms into Access Database and filed on FINRA Gateway- Generated reports regarding Registered Representatives- Mass-mailed AML, BCP Disclosures, and Privacy documents to clients - Entered employee trade confirmations into Schwab Compliance Tool and escalated any conflicts- Distributed surveys, trainings and documents as part of Solicitor Program via Qualtrics- Reached out to Registered Representatives & Supervisors regarding their mandatory Continuing Education requirements via Reg Ed and responded to any additional ad-hoc requests Show less

Provided administrative support to the Global ISG Management and MS Strategists & Modeling Heads and their staff: - Calendar management of internal/external meetings and functions- Arranged domestic/international travel utilizing CSTO and requested appropriate travel documents: Visas, Passports, etc. as necessary- Coordinated International Town Halls/Webcasts and other multimedia conferences - Utilized Strats and Modeling Tool to chase action items and troubleshoot user… Show more Provided administrative support to the Global ISG Management and MS Strategists & Modeling Heads and their staff: - Calendar management of internal/external meetings and functions- Arranged domestic/international travel utilizing CSTO and requested appropriate travel documents: Visas, Passports, etc. as necessary- Coordinated International Town Halls/Webcasts and other multimedia conferences - Utilized Strats and Modeling Tool to chase action items and troubleshoot user issues- Compiled metric reports and Model Control presentations- Ordered technical and wireless devices and activated roaming when staff was traveling abroad - Onboarded and created Purchase Order for Oliver Wyman consultants for $5m project via Ariba- Processed expense reports via Concur and invoices via SMAARTWEB, and responded to any additional ad-hoc requests Show less

- 1 out of 2 Administrative Assistants to Global Commodity Sales teams and US Commodity Investor Structuring team (Group of 50+)- Responsible for maintaining calendars of Group Heads (MDs), Directors, and VPs for appointments, meetings, interviews, and calls- Coordinated both domestic/international travel arrangements utilizing Cliqbook, requested visas, and renewed passports- Coordinated in-house and external meetings, including conference room set-up, beverages/food, etc.-… Show more - 1 out of 2 Administrative Assistants to Global Commodity Sales teams and US Commodity Investor Structuring team (Group of 50+)- Responsible for maintaining calendars of Group Heads (MDs), Directors, and VPs for appointments, meetings, interviews, and calls- Coordinated both domestic/international travel arrangements utilizing Cliqbook, requested visas, and renewed passports- Coordinated in-house and external meetings, including conference room set-up, beverages/food, etc.- Composed, amended, maintained, and distributed sales materials for client and staff meetings: pipeline reports, sales metrics, call reports - Researched and compiled materials needed for important meetings, calls and projects- Processed invoices via AIP system and expense reports utilizing Concur in a timely manner- Tracked attendance for both group and HR purposes- Completed special projects and ad hoc requests as necessary Show less

- First point of contact to new/existing employees that fell under the BAS Associate Investment Monitoring Policy- During orientation, spoke to employees about their onboarding paperwork and the importance of supplying the necessary documents (management agreement for accounts, back-statements, and supplementary OBA infornation) within the first 30 days of employment- Uploaded, approved/denied, and tracked all employee and affiliate information regarding Brokerage Accounts, Outside… Show more - First point of contact to new/existing employees that fell under the BAS Associate Investment Monitoring Policy- During orientation, spoke to employees about their onboarding paperwork and the importance of supplying the necessary documents (management agreement for accounts, back-statements, and supplementary OBA infornation) within the first 30 days of employment- Uploaded, approved/denied, and tracked all employee and affiliate information regarding Brokerage Accounts, Outside Business Activities, and Private Investments- Presented follow-up information and requirements to facilitate compliance with the policy via hotline and group email queries- Issued FINRA Rule 407 and 3050 letters to every qualifying broker-dealer for accounts deemed as acceptable under the AIM Policy- Reviewed employee bank statements and manually input trade orders into database for surveillance monitoring- Required to be kept up-to-date with current and occurring issues related to regulatory and compliance framework - Provided support during the development of procedures, metrics, escalations, 6-Sigma projects and creation of the AIM ESS Site via UAT and Training Show less

- Provided administrative support to Publisher, Editor, and Marketing Staff of the Spanish language magazine- Administered internet research and translation for editorial, advertising, and marketing purposes- Coordinated marketing initiatives in Houston, NY and Hialeah sites- Organized grand scale holiday party for magazine executives across the industry and their staff- Discussed prospective projects with Publishing and Marketing Admins and developed plans of action

- Provided administrative support to Marketing Department and Associate Executive Director of Marketing- Monitored In-house Marketing Rep enrollments, phone calls and document returns- Managed account with Arch Wireless for over 250 employees which included: creating contract, handling billing, assigning, distributing, activating, terminating, as well as processing repairs and returns of units- Arranged purchase orders, RFPs and requisitions for marketing incentives, giveaways, and… Show more - Provided administrative support to Marketing Department and Associate Executive Director of Marketing- Monitored In-house Marketing Rep enrollments, phone calls and document returns- Managed account with Arch Wireless for over 250 employees which included: creating contract, handling billing, assigning, distributing, activating, terminating, as well as processing repairs and returns of units- Arranged purchase orders, RFPs and requisitions for marketing incentives, giveaways, and supplies - Investigated and responded to CDOH/SDOH monitoring observations- Communicated with vendors to discuss prospective joint initiatives, outstanding balances, or establishing a relationship for future contact- Assisted with creation, modification and preparation of Marketing materials for board-member packets, presentations, and mailings Show less