A fiduciary services firm dedicated to providing its clients with wealth management solutions that meet their financial needs as well as reflect their personal values.• Transferred records into archival boxes/files.• Prepared, scanned, and indexed office documents into the Enterprise Document Management System (EDMS) in a timely manner.• Maintained offsite records retrieval log and followed-up on borrowed materials according to a set schedule.• Filed and retrieved onsite records across all document types generated and received by the office.• Proactively supported individual departments in routine records management activities and special projects.

• Greeted and directed clients and visitors.• Directed and screened incoming calls on a multi-line switchboard.• Maintained conference room schedules.• Compiled and distributed daily and weekly absentee lists.• Updated and distributed internal telephone list.• Maintained inventory of client parking vouchers.• Notified staff of incoming deliveries.• Trained temporary employees for switchboard coverage.• Sent and notified staff of faxes.• Scheduled monthly meetings.• Maintained security access cards for visitors and staff.• Notified and distributed monthly MBTA passes to staff.• Worked on other duties and responsibilities as assigned.

Through its lending, investing, advising, transacting, and employment, this financial institution provides valuable resources to its customers and clients around the worldTrust AssistantSenior Vice President and Director – Wealth & Investment ManagementExecutive AssistantVice Chair, Chief Financial Officer – Chairman’s OfficeChief of Staff – Chairman’s OfficeChairman and President – FoundationGroup Executive – Specialized IndustriesExecutive SecretaryDirector – Corporate CreditSenior Councils – Corporate LawAdministrative AssistantLaw OfficesCorporate Law• Managed extensive traveling and scheduling.• Handled confidential communications and matters.• Liaison for direct reports, internal and external clients, customers, and executives.• Typed and edited correspondence, answered and screened telephone inquiries, and gave and/or obtained information as necessary.• Daily contact with Executive Management and Board of Directors to manage meetings, events, and activities.• Coordinated and prepared special projects, presentations, speaking engagements, and communications.• Assisted in providing monthly and quarterly reports for OCEO and Board of Directors.• Coordinated analyst visits and press interviews.• Compiled and filed SEC filings.• Corporate Filings: 8K, 10Q.