Monica Wong Email and Phone Number

• Assists Partners and their engagement teams with client billings and receivables.• Manages Partner's daily calendar, including scheduling of meetings and appointments while ensuring that the Partner is on track and organized throughout the day.• Coordinates and executes domestic and international travel arrangements.• Follows up and act as liaison between Partners and various individuals both internally and externally.• Provides support to the Manager and Senior Manager groups, including preparing WIP analysis for billing purposes, engagement and risk management support. • Leads the bi-weekly management meetings to review staff workload and capacity. • Prepares and edits correspondence, reports, spreadsheets, presentations and other documents.• Assists with coordinating staff on-boarding and training.• Provides leadership to staff as the Floor Coordinator to help manage general office matters with Office Services. • Organizes social events and strategy meetings, including coordinating the the meeting space, and necessary catering.

• Provided direct and professional support to the President and Chief Executive Officer.• Managed the CEO’s professional calendar, correspondence and screened requests for appointments.• Managed the CEO's daily tasks and activities.• Organized personal and professional travel arrangements - including airline, hotel and ground transportation.• Trained Strategic Coach Strategic Assistant

• Provided sophisticated administrative support to Senior Financial Consultant.• Responsible for managing the Consultant’s business calendar. • Created ongoing quarterly newsletter and postcard correspondence to clients.• Produced charts, proposals and projections to illustrate a comprehensive financial plan.• Ensured compliant documents are processed for the proper maintenance of client files.• Proactively investigate client inquiries, always resulting in several alternatives to proceed.• Trained Region Office administrative staff on own initiative.