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Provide direct administrative support to Ivantage leadership Coordinate and set up high level conference calls, special events, update and maintain Outlook appointments and prepare travel arrangements for top executivesReview and code of all Ivantage invoices for management approvalProduce and verify expense reportsMaintaining active Insurance Licenses for several managers across all 50 statesKeeping the office running smoothly on a day to day basis including monitoring office supplies, keeping track of the budget for our department, and being the point of contact for the building owner if issues arise in the officeDevelop and maintain SharePoint sites for Ivantage and Northeast AgenciesMaintain the Organization chart for Ivantage, including creating new positions, performing PCRs, and processing promotionsActs as a liaison to maintain open lines of communication among senior leaders and staffActive member of the Recognition committee responsible for maintain budget and selecting venues for eventsDistribute office wide announcements and communicationsAssist in special projects as needed

Maintenance of SKW owned and rented equipment; including approving requisitions for new equipment, creating new equipment numbers when equipment arrives and assigning it to the appropriate sub-job, maintaining meter hours for oil changes and other services, and taking equipment off rent with the vendorApproval of invoices for equipmentResponsible for maintaining the Equipment Forecast on a monthly basis; including developing appropriate reports, adding new equipment, and updating projected off dates, costs, and targets for each piece of equipmentTracking Staff Vehicle maintenance and making appropriate appointments with dealerships/shops when necessary

Maintained SharePoint site; including granting access to new employees and external users, assigning permission levels for users, and uploading and upkeep of all documents (i.e. letters, drawings, RFI’s, etc.), as well as being the go to person to resolve any issues and problems with how the site was runningCreated and Routed official Company Letters to appropriate personal for changes/signoff before obtaining Project Manager’s signature for mailingResponsible for developing and implementing the Document Control Management Plan for our department and well as facilitating revisions to the company’s Operations ManualMaintained hard copy files including Drawings, Letters, RFI’s, and Certified PayrollCreation and distribution of a monthly Manager’s ReportResponsible for variety of administrative tasks pertaining to submission of Drawings, RFI’s and other documents to the Owner and/or Designer; including maintaining logs, checking status of submission packages, delivering hard copies, printing documents when necessary, and notifying the appropriate personal of all incoming and outgoing controlled documents

Liaison between senior management and employees to ensure proper lines of communication were kept open at all timesPlayed critical role in addressing a myriad of problems and issues requiring immediate retention and resolutionResponsible for developing and implementing office policies and proceduresEstablished and maintained Human Resources related employee files including retaining new hire documentation, annual performance reviews, salary data, tracking PTO, benefit changes, and verifying timesheetsOrganized annual events; including site selection, catering, and preparation of appropriate materialsProvided continuous, high quality support to the Managing Directors; coordinated schedules, appointments, and travel arrangements and reconciled expense reportsAssumed responsibility for overseeing day to day matters for the managing directorCreation and distribution of monthly client wellness updatesFacilitated a broad range of administrative functions encompassing client and vendor database management, drafting and editing office memos, filing, purchasing office supplies, and printing/binding business correspondence for clients

Provided direct administrative support to SVP Finance, VP SEC Reporting, and VP of Accounting Policies Performed daily calendar maintenance, including planning, scheduling meetings, and arranging conference callsProduced expense reports on ExcelMaintained quarterly updates to Peer Ratios, WACC, and Sky Italia Valuation modelsUpdated investment fund spreadsheetsSearched for articles relating to company investments for MIN reportsUpdated Blueprint including signoffs and audits for SOX testingPerformed weekly updates to FX rates, including implementation of Bloomberg formulas into spreadsheet so data is no longer manually downloadedAccounting responsibilities entailed preparation of journal entries, monthly & quarterly close processes, preparation of weekly Cash Flow & Flash reports, and overseeing & checking of divisional financial submissions

Direct administrative support to Director of Special Projects including daily maintenance of calendars, planning and scheduling meetings, arranging conference calls, and handling all travel logistics for the CEOResponsibilities included reception, and general office management; comprised of ordering and maintenance of office supplies, and creating and maintaining company vendor database and hardcopy informationProduced monthly expense reports

Administrative support to Director of Research including answering phones, filing, and creating PowerPoint presentationsAssisted Portfolio Managers with various projectsBuilt and maintained valuation and operating models of companies within the Media Industry Wrote and updated research reports on companies within coverage list Attended conferencesCompiled minutes from weekly research meetingsOversaw duties of research intern