Judith Mears Email & Phone Number

Wareham, Ma, Us

Plymouth, Massachusetts, United States

Boston, Massachusetts, United States

Provided CEO and CIO with high-level administrative support and assist with client management activities.Manage incoming electronic mail as well as paper mail, sorting distributing and acting upon accordingly.Screen incoming calls, responding independently when possible.

Wareham, Massachusetts, United States

• Provided administrative support to C-Level Executive Director. • Executive policy travel planning and booking all aspects of domestic travel for several Board members bi-annually. • Plan and coordinate all aspects of bi-annual off-site meetings, including lodging, event meals as well as a dinner social for 70+ board members, meeting presenters and invited guests. Develop and maintain minutes and work with the industry on all inquiries relating to the organization.• Financial… Show more • Provided administrative support to C-Level Executive Director. • Executive policy travel planning and booking all aspects of domestic travel for several Board members bi-annually. • Plan and coordinate all aspects of bi-annual off-site meetings, including lodging, event meals as well as a dinner social for 70+ board members, meeting presenters and invited guests. Develop and maintain minutes and work with the industry on all inquiries relating to the organization.• Financial responsibilities included processing payables/receivables, preparation of all financial reports and assisting in analyzing annual budgets.• Human resource functions include management of payroll, employee benefits, and annual commercial liability insurance audits. Show less

125 High St, Boston, Ma

• Trade Desk and Portfolio Manager support, monitored fixed income trade detail data with accuracy prior to end of day reporting. Provided support to trading desk, portfolio management and clients with asset and cash reconciliation, utilizing internal and external platforms. • Assisted trading desk with trade cancel/re bill and custodian notification of ad-hoc changes. • Supported the settlements team as needed to facilitate clean trade settlement. • End of day trade… Show more • Trade Desk and Portfolio Manager support, monitored fixed income trade detail data with accuracy prior to end of day reporting. Provided support to trading desk, portfolio management and clients with asset and cash reconciliation, utilizing internal and external platforms. • Assisted trading desk with trade cancel/re bill and custodian notification of ad-hoc changes. • Supported the settlements team as needed to facilitate clean trade settlement. • End of day trade detail reporting to custodians.• New account onboarding using Perform APL and Sales Force. Instrumental in the proposal and development of Breckinridge’s Corporate Social Charitable Giving program, wherein a committee was created. • Participated as a member of the social charitable committee in developing a matrix to optimize future contributions to be presented to the executive committee. Show less

Beacon St, Boston, Ma

• Executive Administrative support of four financial consultants with more than 750M in assets.• Participated in the restructuring of client accounts and documents Tucker Anthony/RBC Dain Rauscher merger, March 2002.• Promoted to Branch Administrative Assistant for the Sales Representative trainee program that provided training, support, and ordering of marketing materials to facilitate a foundation for their business plan.