Direct support to assigned Private Bankers and Team Lead. Kept team informed, with scheduling, reports, agendas meetings and other aspects, as needed. Managed an extremely large client database via Salesforce (CRM). Coordination of the office logistics associated with conferences, meeting rooms, travel and supplies. Oversaw daily office management functions, including vendor management and recurring purchase workflows. Tracking expenses, processing reimbursement and expense reports, in accordance with established policy guidelines. Participated in and coordinated special projects, that supported the team.

Provided all administrative support and functions for O, Oprah Magazine. Focused on business logistics including budgeting, billing, documentations, reporting and purchasing. Coordinated with managers, vendors, clients and freelancers.