Lea Augustine Email & Phone Number

New York, Ny, Us

New York, New York, United States

New York, New York

Client Reporting for Institutional Clients and Funds. - Region-specific customized client reporting - Creation of client reporting procedures and implement processes to manage standard reporting and custom reporting simultaneously - Building, testing, and enhancing reporting solutions - Automating client reporting data

New York, New York

Support the sales and client service team members in cultivating and maintaining relationships with institutional clients, consultants, and prospects. Executive support to the President in business and personal capacity. Gather data to quickly and accurately respond orally and in writing to client information requests.Coordinate the development & distribution of monthly/quarterly reporting and maintain a database to track all tasks.Create, update and prepare prospect and client PowerPoint presentation booksLiaise with the legal department to ensure all material is legally compliant.Complete ad hoc projects for clients and prospects including commentaries and DDQ’s.Coordinate all meeting preparation for domestic and global team communicating with portfolio managers, compliance, operations, and portfolio administration personnel.Organize all marketing events meticulously planning luncheons, international trips, dinners, and roadshows.Update and reporting from CRM (Salesforce)Administrative responsibilities include expense reporting (Concur); Tax payments, calendar management, database maintenance, and trade requests.

Upper East Side

Coordinated all employees shifts and schedules.Managed and organized the salon front desk office infrastructure, ordering office supplies, tech support, and troubleshooting, repairs, social and professional calendars.Managed vendor relationships and inventory orderingEvaluated and refined procedures to maximize efficiency and minimize human error.The first point of contact for all employee relation issues within salon; negotiate possible resolutions with the General Manager.Liaise with the accountant to process payroll, benefits, employee performance, and commission summarySourced candidates; conduct initial interviews and reference checks, completed new hire onboarding and trained new admin employees.Interacted with customers and handled multiple client requests, multi-phone lines and managed salon email account.

Bachelor Of Arts - Ba, Business/Corporate Communications

High School Diploma, General Studies, 12

Activities and Societies: Art, Event Coordination and Fund Raising Team