•Provide high quality administrative support to executives with a polished & professional presence.•Handle situations with confidentiality. Able to anticipate needs, prioritize tasks, while resourcefully managing issues efficiently & under pressure.•Serves as primary gatekeeper & liaison in daily communication with industry professionals & staff. •Answer/screen high volume of calls.•Manage extremely complex calendars for several execs with frequently changing schedules across multiple time zones. Including meetings, teleconferences, domestic/international travel & personal commitments.•Review/respond/prioritize all correspondence: mail, email, invitations, inquiries etc. •Research & coordinate intricate domestic/international travel for business/personal/family. Manage ground/air transportation & accommodation, POC for drivers, establish security if needed. •Prepare necessary travel docs (passport, visas, etc) & create elaborate itineraries, manage abroad logistics while providing 24/7 support. •Monitor/track/process monthly expenses for execs. Also, in charge of reviewing & approving team/direct reports expenses.•Maintain office supplies & inventory.•Create & maintain an active spreadsheet/calendar to track employees PTO.•Collaborate with departments to drive projects & resolve day-to-day administrative & operational issues.•Plan & organize special projects/events (business & personal). Including corporate/client events, foundations, fundraisers, family parties & holidays, home renovations, client gift buying, personal shopping, etc.•Assist execs with medical insurance, passport & license renewals, wire transfers, personal bills, petty cash, personal expenses/purchases. •Directory database management including department directory, creating & updating Org Charts & preparing weekly spreadsheets.•Assist with new EA onboarding/training. Including screen resumes, interview, new hire training etc.

• Provided high quality administrative support to the MD, Leadership Team & Top Advisors with an executive presence.• Handled situations with discretion while under pressure, could anticipate & prioritize needs.• Served as primary liaison in daily communication with clients & staff. • Answer/screen high volume of calls, review & respond to emails. • Managed & prioritize extremely complex calendars for the MD & Leadership Team. Including meetings, webinars, teleconferences, internal/external communications & travel.• Coordinated business travel, prepared detailed itineraries, managed meeting logistics.• Monitored, tracked & processed monthly expenses for executives. Also, oversaw & approved direct reports expenses.• Managed office supplies & financial brochures.• Maintained team attendance.• Planned company/client events & volunteer opportunities.• Participated in weekly new business management meetings; maintain & update company new business portal• Handled highly confidential client and staff information• Created & review extremely sensitive meeting materials with discretion to ensure executive is prepared & briefed. • Prepared/distributed weekly internal correspondences, spreadsheets, presentations.