Executive Assistant
Greater New York City Area
Provided personal and administrative support to the Managing Director of Boutique Investment Bank; managed daily routine of the executive including but not limited to phones, filing, faxes, correspondence, mail, errands, dealt with personal tailors, personalized stationary for homes and offices, holiday card mailing, purchases of gifts, process donations and processed all corporate card and out-of-pocket expenses while maintaining top-notch organizational and multi-tasking skills Created and maintained diligent records of transaction related documentation and new business initiatives Intense research encompassing both personal and business items, for highly confidential new business initiatives and travel Coordinated research materials and contacts with potential targets Distributed marketing materials to potential investors Liaised with transaction and legal teams to facilitate administrative work Coordinate events, such as luncheons or small dinners High level of interaction with senior executives and prestigious clients in Technology/Media/Telecom. Industries Coordinated international and domestic travel logistics (ground/air/hotel/currency exchange) for both personal (often including Wife, Mother and/or Sister) and business travel and provided detailed itineraries, color coded by section for all information possibly needed within the area of travel Maintained heavy business and social calendar for senior Lazard personnel (Managing Director), as well as lighter calendar coverage/meeting schedules for Vice President and 2 Associates Maintained files for current and past deals, homes, personal medical and dental records, medical insurance, bank statements and facilitated bank transfers when needed Managed and maintained personal identification and personal items of boss including but not limited to driver’s licenses, passports, visas, credit cards, etc