Tracy Y. Email and Phone Number

 Extensive management of calendars for 3 Managing Directors and 2 SVP. Coordinated high volume of internal and external calls and meetings. Coordinated domestic and international itineraries. Event management of quarterly team offsite and monthly client-related events. Sourcing and contracting with venues. This included meticulously selection of hotels, preparing agendas, meals and travel arrangements. Also led marketing and branding for events. Reconciliation of monthly expense reports and processing of client-event related sponsorship payments. Collaboration with cross-functional Executive Assistants on ad-hoc projects.

 Extensive management of calendars for 3 Managing Directors and 2 SVP. Coordinated high volume of internal and external calls and meetings. Coordinated domestic and international itineraries. Event management of quarterly team offsite and monthly client-related events. Sourcing and contracting with venues. This included meticulously selection of hotels, preparing agendas, meals and travel arrangements. Also led marketing and branding for events. Reconciliation of monthly expense reports and processing of client-event related sponsorship payments. Collaboration with cross-functional Executive Assistants on ad-hoc projects.

Dedicated and highly motivated Assistant to the COO of PNC Health Care and provided executive support to her team of direct reports. Complex calendar management for the COO’s office. Provided broader support to her team of 8+ regional bankers within the Southwest region. Also provided collaborative support with company-wide initiative and programs to the Head of Health Care.  Coordinated Leadership and All Hands meetings (weekly/monthly respectively).  Traveled with COO as required. Headed client related events and assisted with marketing and branding development. Prepared quarterly reporting logistics and distribution of details to the department and Leaderships bank wide. Proxy for COO; email corresponding on behalf of COO. Led in cascading tasks to team where applicable. Managed onboarding and HR related matters. Gatekeeper of managing departmental distribution lists, calendar invitations and compiled materials, executive summaries/presentations and prepared agenda ahead of meetings. Managed and coordinated annual leadership offsite at the headquarters in Philly. Prepared weekly travel logistics and monthly reconciliation of expense reports. Built relationships and partnerships across the organization.

Executive support to VP of Investor Relations and team, Chief Actuary and team, back up support to Chief Operation Officer and EVP of Human Resources and team.  Facilitated quarterly investor meetings and earnings calls. Scheduled and confirmed call logistics for quarterly reporting. Managed annual report distribution to investors. Heavy monthly travel management; domestic and international (Europe). Coordinated calls, prepared conference rooms and managed video conferencing set up. Arranged annual roadshow logistics; meticulous travel agenda for the Investor and C-suite team. Worked closely with the CFO. Served as back up administrative support to CEO and CFO during their quarterly visits to NYC.

Provided administrative support to a management team of Managing Director, Director and Vice President in Product Management affiliated with Group Technology and Operations. Scheduled and confirmed meetings, conferences, interviews, appointments, events and other similar activities.  Heavy correspondence in scheduling meetings with offices in UK and Asia.  Contacted and performed correspondences with vendors in setting up meetings and travels.  Organized international travels with multiple leg flights and lodging arrangements, which included applying for necessary travel visas and documents.  Prepared and submitted monthly expense reports.  Performed interdepartmental distribution, order processing and inventory management. Internal group event management.

Performed administrative support to Managing Directors and Vice Presidents in Healthcare and Consumer Retail of Investment Banking Division. Heavy calendar management. Arranged client related conference calls and agendas.  Handled and screened heavy client calls.  Coordinated itineraries for domestic and international travels. Extensive monthly expense management.  Researched and gathered public information for client related project meetings.  Performed operational support activities for the department. Served as a liaison between MAC (Move Administrative Coordinator) and Business Unit Manager of department to discuss implementations to the floor.  Handled interdepartmental communication to team on behalf of Business Unit Manager.  Assisted in submitting overtime hours for all Administrative Assistants and Analysts to Payroll, meeting strict deadlines.  Provided back up support to five assistants in phone group.  Responsible for training and orientation to new employees.

Handled patient activities. Provided answers to insurance and anesthesia billing related inquires. Responsible for claim processing, maintaining and updating of files.

Analyzed, reviewed and reconciled payroll related reports.Handled banking, taxing and benefit related inquires from firm employees. Worked closely with Human Resource handling employees' confidentiality. Met strict deadlines for semi-monthly pay runs. Entrusted with complex employee service issues as a result of exceptional ability to promptly resolve concerns.