Nancy Eissa Email & Phone Number

Los Angeles, Ca, Us

Los Angeles, Ca, Us

Los Angeles (El Segundo), California, Us

Los Angeles, Ca, Us

• Serve as the point person for office manager duties such as maintenance of the office, ordering supplies, and running necessary errands. • Devise systems for mail organization, phone messaging, filing, and visitor tracking. • Liaison with facility management vendors, including cleaning, catering and security services. • Assisted in finding a good office space with a limited budget. • Manage office budget to ensure accurate and timely reporting. • Assist HR in updating and maintaining office policies. • Organize team and marketing events: team lunch, office events, and off-site conferences. • Provide full administrative support to the CEO, such as completing expense reports, and composing and preparing correspondence that is sometimes confidential in nature. • Manage CEO’s active calendar of appointments by scheduling meetings and arranging detailed travel plans, itineraries, and agendas. • Research, prioritize, and follow up on incoming issues and concerns addressed to the CEO. • Maintain, enhance and create workflows, functions and configurations within the CRM Database Salesforce.com environment. • Map CRM Database hierarchy and territories in response to personnel changes. • Grant/remove and maintain user licenses. • Maintain security including sharing rules and security levels. • Ensure data integrity by merging duplicate Leads, Contacts, and Accounts; performing mass uploads and updates of data as required. • Develop complex, macro driven reports to summarize system information for Senior Management. • Build and maintain report folders for account executives to improve sales efficiency

Los Angeles, Ca, Us

• Provided full support to four Managing Directors and four Mid-Level Directors.• Handled all incoming calls – answered, directed, and prioritized phone calls.• Coordinated all aspects of business travel arrangement and prepared detailed itineraries.• Managed Senior Bankers calendars; Scheduled and confirmed meetings and resolved scheduling conflicts. • Prepared expense reports for Executives and reconciled credit card statements.• Produced marketing materials as needed for meetings and mailings.• Maintained and updated contact databases (both CFTrack and Outlook).• Frequently contacted outside vendors in a confidential and sensitive nature.

• Directed day-to-day operations, providing fundamental support to company President, Sales team and Consultants.• Slashed operating expenses 22% by prioritizing workflow and restructuring office procedures. • Prepared presentations to internal management and potential 3rd party partners.• Tracked and analyzed marketing performance of our products on online platforms (i.e. Bidz.com, PropertyRoom.com) and looked for possible new marketing opportunities.• Managed accounts payable, receivable, and payroll. • Oversaw administrative budget; prepared expense reports and bank reconciliations. Purchased hardware and software, performed application upgrades, and trained staff.• Scheduled and coordinated project meetings and/or conference calls with internal and external clients and vendors.

Us

• Provided administrative/secretarial support for the department/division such as answering telephones, assisting visitors, and resolving and referring a range of administrative problems and inquiries.• Scheduled and coordinated meetings, interviews, appointments, events and other similar activities for supervisors, as well as extensive travel arrangements.• Processed monthly expense reports reflecting supporting documents and budget code indexes.• Maintained client financial status reports.• Proposed work assignments that successfully enhanced the performance of the department.• Exhibited high energy and willingness to pitch in and help the larger team accomplish goals/work assignments.• Trained and supervised new assistants.

Los Angeles, Ca, Us

• Worked with Marketing and Sales Representatives to assist in their efforts to bring new clients to the firm.• Provided performance results and portfolio analysis for multi-million dollar client accounts, including pension funds, trusts, foundations and consultants.• Updated performance charts for quarterly composite returns.• Prepared quarterly client performance reviews and marketing presentations.• Compiled research for marketing materials used to assist prospective clients.• Coordinated and maintained vendor contact for client meetings.• Trained and supervised new assistants.• Provided administrative support to Senior Vice Presidents and Vice Presidents.

Us

• Provided administrative support for investment bankers.• Maintained client financial status reports.• Managed staff development of new hires.• Budgeted staff monthly expenses and coordinated travel itineraries.