Laura Kalisz Cap, Om Email & Phone Number

West Springfield, Ma, Us

West Springfield, Massachusetts, United States

Providing high-quality support to the President and Senior Management Team and serving as liaison to 265 Trustees from the 6 New England States.

Massachusetts, United States

Provided oversight and perspective to remote department Head acting as conduit to team and delivering full support to 25 internal and remote team members.•Managed and prioritized a heavy calendar with hundreds of appointments for department head, arranged extensive travel, prepared itineraries and generated over 50 yearly expense reports for multiple managers.•Participated in growth of organization assisting in recruiting process, implementing new employee on-boarding process and applying it to new hires. Aided in on-boarding of new Advisor Teams by gathering materials and mailing welcome packages to 50 new teams.•Confidentially handled resignations of employees working with IT asset management for return of equipment and systems access removal.•Processed multiple monthly and quarterly vendor invoices and generated monthly bills for 150 firms while tracking and reporting on usage of services. •Organized 8 quarterly meetings per year and rapidly switched gears to move a full team in-person meeting to partially remote, quickly shifting logistical elements (scheduling, travel, facility, meals, presentations). •Led change for internal employees to work remotely, ensuring all elements were in place.

Springfield, Massachusetts Area

Pro-actively and confidentially supported Head of Private Debt Group and Senior Management, exercising independent judgement, diplomacy and discretion. As key contact, established a bridge for smooth communication between the Head, staff in London and NYC offices, internal departments and external customers.• Administered day-to-day operations and team processes, produced monthly and quarterly reports and ensured completion of compliance reviews. • Coordinated active calendars for three Department Heads, monitored calls and emails, maintained contact lists including outlook distribution lists.• Handled 128 yearly domestic and international travel reservations and expense reports.• Contributed to growth of organization by initiating new hire training plan and successfully on-boarding 9 employees, arranging multi-site visits to cultivate team relationships.• Operated office equipment, purchased supplies and organized inventory.

Enfield, Ct

Executive Assistant, Life/Brokerage Sales (2006 – 2013)Coordinated all matters of office management for Vice President in charge of four sales distribution channels and served as departmental point person for 80 Brokerage Directors.• Monitored email and calls for VP quickly and accurately responding to concerns and questions.• Planned dozens of team meetings and sales conferences handling all logistics and presentation needs.• Organized extensive travel booking in excess of 30 yearly trips and completing matching expense reports.• Created yearly business plans and tracked team performance, gathered data and produced activity reports.• Maintained office equipment and supplies, scheduled appropriate vendor requests and purchases

Springfield, Massachusetts Metropolitan Area

Assisted two Vice Presidents, 11 team managers and staff of 117 employees, aiding in office automation training, creation of presentation materials and overseeing attendance tracking. • Provided phone coverage for senior management team and responded to information requests accordingly.• Maintained three cost center budgets handling invoices and reconciling purchases. • Developed and maintained numerous org charts, mailing lists, and departmental call-trees.

Springfield

Served as key liaison offering high-level confidential support in strategic planning, preparation of reports and running special projects for Chief Operations Officer. • Facilitated team of five assistants providing cross-training and oversight of new AAs reducing impact of turnover and absenteeism. • Maintained forms inventory, developed spreadsheets, forms, workflow and training documentation, ordered supplies and maintained office equipment to support daily functions of team.