Assisting the President & CEO with various duties including:• Integration project with H&R Block.• Negotiating client billing and performing reconciliation.• Managing billing and following up with clients regarding billing.• Communicating tax liability or refunds to the client.• Meeting and greeting clients and providing quality customer service.• Keeping due diligence material for clients and getting necessary signatures required to file the returns.• Interviewing potential new staff and helping with on boarding. • Marketing to new clients.• Managing staff and timekeeping.

Assisted the Marketing Head and others with various projects and duties including:• Checking on the statements sent out to the clients to ensure they have received all the statements• Checking the correct statements have gone out to the respective clients.• Calendar management and scheduling client conference calls for US and abroad. • Making travel arragements

Assisted the Operations Head and Controller with various projects and duties including:• Disaster Recovery• Working on various presentations for the CFO simultaneously.• Sending mass mailings to clients regarding their accounts and tracking their responses.• Paying invoices for domestic and international vendors.• Assisting with financial statements sent to regulatory agencies.

Institutional Equity Division - Trading floorAssisted various managers including many Managing Directors on the trading floor with administrative duties: • Heavy calendar & expense management• Travel arrangements - Domestic & international using Cliqbook, Ereq• Scheduled conference calls between US and oversees• Managed catering requests for client meeting• Inputted information on client tracker weekly

Investment Bank Debt Private Placements – Part of a team involved in getting client’s private funds from small group of Institutional Investors. The group handles over 20 billion dollars of business with clients yearly. Supported 7 people including Group Head (Managing Director) and 3 Executive Directors on the trading floor with office management and operational duties. Assisted analysts in providing quality service to clients. Some of those duties included:Scheduled and managed the logistics for seamless and effective client road shows. Expedited the process of invoicing clients for services rendered by JP Morgan.Pro-actively provided management with the most updated pipeline reports used for decision making.Created and managed Intralinks sites used by prospective investors to evaluate client information.Found ways to receive credits and/or perform cost saving exercises for clients and J.P.Morgan. Part of Admin Assistant Steering Committee and responsible for updating Admin Info Exchange (online admin website) used to inform assistant population of the changes happening in the firm directly related to their job functions.Volunteering with other AASC members to help mentor high school students in the New York City area

Investment Bank Tax Exempt Capital Markets – Part of a team involved in working with municipal clients throughout the US. Our clients included municipalities in the South East Region & Housing. Supported various Managing Directors, Executive Directors as well as VPs from various locations throughout the US. Supported managers with administrative, operational as well as office management duties such as: Drafted and edited memorandum, requests for proposals as well as market updates for managers to be sent to clients and prospects in order to receive additional or new business.Managed charitable contributions, political contributions and bond referendums for more than 150 employees. Acted as point person for the Audit team to inquire about contributions given or requested by MFPs. Accelerated the process of acquiring the necessary compliance approvals to have legal bills paid for deals completed and getting reimbursed by client. Scheduled training for managers and renewed state licenses timely to get the necessary certifications so management could continue to be productive.Handled rush on-boarding for new managers with all technological needs (requesting laptops, blackberries, remote access, industry specific applications, printers, voicemail and Ready to Meet conference calling access, business cards, letterheads) and off-boarded departing employees from the bank.Part of the Spend and Save Events, Sourcing your Assistant as well as the website sub-committees of the AASC. Worked on various projects including expense control, organizing admin expos, training assistants as well as updating the website. As a new group, the goal of the AASC was to educate the admins with all the best practices of the firm.

Investment Bank Diversified Industries Group – group was involved with clients from diversified fields such as the airlines, autos, shipping, etc.Supported a Resource Manager & 12 Analysts in the group. Assisted Resource Manager and Analysts with administrative duties and informed them of various firm policies. Assisted Business Manager and high profile clients with events such as US Open, Deer Valley, Blind Brook etc. Contributed to Spend and Save, AIE Website & Events sub-committee of AASC.

Investment Bank Diversified Industries GroupSupported a Managing Director, a Business Manager, an Associate & an Analyst with administrative duties.Assisted Business Manager with various projects related to the business unit. Provided assistance to Group Head on a regular basis on confidential matters.

Investment Bank Diversified Industrials & Retail Group Supported a Business Manager on various projects.Reconciled departmental pipeline using CPS & STARS report – checked for lost revenue. Checked departmental expenses & phone reports for discrepancies & reported to the Manager.Planned events & screened places for group events (offsites, Christmas party, baseball outing). Consolidated lists from all of all clients being invited for various outings and conferences. Involved in integration projects (Flemings & Chase, Chase & JPM) etc.Assisted in disaster recovery efforts to ensure that all applications and systems were operating properly.Updated the recruiting database & e-mail lists regularly to ensure emails were sent confidentially within the group.

Private Client Group Supported two Vice Presidents, a Portfolio Manager and two Portfolio Assistants. Transferred money for clients internally and externally after checking balances, Power of Attorney, and tax restrictions.Updated mandate letters for existing accounts, and created mandates for new accounts with the breakup of the asset allocation as determined by the Portfolio Manager.Processed check requests and handled purchasing of gifts (stocks or dollar amounts) for clients.Checked performance of all the accounts for all Portfolio Managers in the group.

Corporate Banking – Part of a team involved in working with corporate clients. Answered client inquiries regarding their accounts such as balances, pending trades, rates etc. Provided support to Corporate Bankers with researching overseas companies for acquiring new clients. Created spreadsheets of financial information to be used by bankers on their proposals to clients.