Sheila Haley Email & Phone Number

Boston, Ma, Us

Boston, Massachusetts, United States

Boston, Ma

Worked directly with the President and CEO. Responsible for the seamless running of the executive's day and the office. Safeguarded and protected highly confidential materials within the office. Assured the executive's needs were first priority and met above expectations. Set up, greeted and welcomed clients for on-site meetings. Worked closely with Human Resources to ensure that the new employee's company and building ids were issued properly and on time, on-boarding/off-boarding, annual performance reviews were organized and followed-up for auditing purposes. Additional responsibilities included; assisted Board Members, event planning, office events and communications, assisted marketing team, arranged company signage installations. Routinely monitored, ordered and stocked supplies for the office and kitchen. Responsible for incoming and outgoing mail. Sole point of contact for building management inquiries, requests, emergencies; included contracts, HVAC issues, cleaning requests, building ids, COVID reporting, parking passes, guest registration, key requests, snow removal and billing inquiries. Worked with Accounts Payable to set up vendors and to confirm invoices were paid promptly. Completed several large projects including an entire corporate office relocation and liquidation with a six week deadline. The relocation moved sixty employees in several phases while coordinating the following; technology team, electricians, architects, auctioneers, liquidators, furniture installers, movers, building security along with the branch alarm and camera companies. Strong ability of flexibility and follow through on complex details. Welcomes new projects along with the challenges of multi-tasking and coordinating. The company was taken in a completely new direction and strategy in March 2021.

Boston, Ma

Assisted the Chairman of the New England Region for JPMorgan's Private Bank along with a team of nine employees. Included heavy calendar management, travel arrangements, trip management, travel and expense reimbursement, meeting set-up, screened incoming calls, prioritized/flagged emails, monitored to do list, created drafts, produced mailings and often headed special projects. Exceptional client service on all levels and in all forms of communication; using tact, diplomacy, judgment, urgency and discretion with highly confidential and sensitive information. Worked closely and supported several family offices and their clients. Special events planner for the office and the clients; coordinated invitations, arranged catering, hosted and tracked events. Processed Human Resource transactions including: on-boarding and off-boarding, additions/moves/changes to personnel and equipment; issued company ids, corporate cards and building security passes, managed separation process for departing employees, interviewed and trained administrators, created and implemented new administrator guidelines. Troubleshooted common hardware/software applications included printers, fax machines, scanners, phones and monitors. Worked in collaboration with the technology team on larger office projects. Headed and completed a complex three phase project that included a sixty employee move without taking on additional office space. The project was successful in being on time and on budget. Worked closely with the contractors, property management, architects, engineers, technology (computers/phones), movers and spreadsheet. Assisted in completing an entire floor relocation involving one hundred fifty employees within the same building. Exceptionally organized with a keen attention to details and the ability to shift focus or priorities while under pressure. Flexible, energetic, enthusiastic plus a strong work ethic and ability to thrive in a fast-paced environment.

Boston, Ma

Assisted Portfolio Managers with trading activities, rebalanced accounts using spread functions. Prepared client reporting and assisted with PowerPoint presentations. Compiled individual client asset allocations utilizing standard input sheets. Worked closely with several family offices and their client needs. Responded to client and internal manager requests. Screened incoming phone calls. Monitored emails for importance and urgency, calendar management and travel arranged. Maintained accurate records and files. Constantly used discretion while dealing with clients and high profile individuals.

Boston, Massachusetts, United States

Provided advance administrative services to two Senior Account Managers each maintained a book of over 300 accounts. Ensured smooth flow and competent handling of daily activities, including PowerPoint presentations, discretionary request, monthly reporting, tracking and event planning. Exercised discretion while providing excellent service when dealing directly with matters of an extremely confidential nature to high net work clients. Bank of Boston was acquired by Bank of America in 2000.

Greater Boston Area

Large high-volume, fast paced call center, received, reviewed and responded to customer questions and requests that included quotes, balances, copies of statements, lost/stolen checks and ATM issues.

Boston, Massachusetts, United States

Responsible for maintaining daily operations included personnel assignments, sales goals, monitored inventory on and off the sales floor, payroll and schedule staff of thirty employees. Included interviewing, on-boarding/off-boarding, trained new employees, managed staff within their shifts to meet their daily sales goals.

Boston, Ma

Front Desk Supervisor, Housekeeping Manager, Reservations Assistant Manager, Employee Cafeteria Manager, Chef’s Assistant. Hotel daily responsibilities included: welcoming guests, guest requests, check in and out, monitoring and balancing cash drawer, superior customer service and discretion, scheduling and payroll, supervised a staff of 45 in Housekeeping, inventory control, ran the employee cafeteria and prepared 300 meals per day, involved planning and prep work, menu and food cost control, working closely with staff. Received the prestigious 5-STAR Service Pin. Out of approximately 12,000 US employees only 5 are selected to win annually.