Description
Professional Summary: An office professional experienced in sales support, administration, and client relations. Employs professionalism and superior communication skills to meet company needs. Strong computer skills. Consistently meets project deadlines. STEVEN AMES CO., NY, NY (Private Wealth Management - Investor) May 2005 - Present Executive, Personal Assistant ANN AMES, NY, NY - STEVEN AMES ESTATE (Vice-President, Trustee) Vice-President, Trustee Assistant * Works closely and effectively with the Trustee to keep her well informed of upcoming commitments and responsibilities, following up appropriately. Acts as a "barometer, " having a sense for the issues taking place in the environment and keeping the Vice-President, Trustee updated. Provide general executive, secretarial support and front desk operations * Conserves Trustee's time by reading, researching, reviewing, verifying, and routing correspondence, reports and legal documents - Maintain ledger of requests, allocation and incoming bank accounts and wire funds - Main point of phone contact, act as gatekeeper to Trustee - Answer, screen and direct inbound phone calls - Provide general executive support, including correspondence, memoranda, faxing, photocopying, email - Manage, maintain business and personal filing and follow up record systems - Maintain, update Act Database Systems - Type, process, send out all bills on a regular basis - Maintain vendors relationships, order office and personal supplies for various homes - Maintain, manage, office and personal stationary and miscellaneous printing needs - Mail management and deliveries - Send, receive, process all incoming and outgoing overnight packages - Event planning: Work as team for Christmas card, gift planning - Travel: familiar with private travel aspects, detailed itineraries, book personal appointments (restaurants, hotels, car service) - Skilled in Microsoft Word, Excel Program, Publisher and social media web platforms - Skilled in database entry and maintenance
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