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Work Background
J.P. MorganSenior Executive Assistant
Jun. 2023 - Jun. 2024Texas, United States- Provided high-level executive administrative support to the Managing Director and Executive Director for the Product Strategy & Roadmap team, optimizing daily operations and enhancing team performance - Efficiently scheduled and coordinated 100+ internal and external meetings and appointments per month to streamline communication and enhance productivity - Managed 5 complex calendars with precision, resulting in improved coordination and time management for executives - Coordinated domestic and international travel arrangements for executives, optimizing time and budgets - Led event planning activities for diverse initiatives, including Town-Halls, Fireside Chats, volunteer, charity, and departmental events, enriching organizational culture - Successfully onboarded and off-boarded 50+ employees, ensuring smooth transitions and compliance with procedures - Created impactful marketing materials for various business meetings and reviews, enhancing communication and engagement - Developed training programs for Administrative Assistants to improve efficiency and effectiveness within the organization - Performed in-depth analysis of products and services to optimize data distribution and support organizational needs - Collaborated with departmental teams to establish project vision and goals, ensuring alignment with strategic objectives - Developed business plans and KPIs, resulting in improved measurement and performance tracking - Conducted comprehensive analysis of business goals and resources to improve project management and team collaboration - Oversaw day-to-day operations and performance metrics to drive process enhancements and efficiencies - Provided proactive recommendations and scalable solutions to improve operational efficiencies and drive growth
J.P. MorganExecutive Assistant Merchant Services / SMB
Sep. 2020 - Jun. 2023- Provided high-level administrative support to the Managing Director and Executive Director for the Small/Medium Businesses Department - Managed calendars, scheduled meetings, and coordinated travel arrangements
- Prepared and distributed reports, presentations, and other documents for internal and external meetings.
- Maintained confidential files and records, ensuring data accuracy and integrity.
- Assisted with special projects and initiatives as needed, including event planning and coordination.
J.P. MorganSenior Assistant Wealth Management
Jun. 2017 - Sep. 2020- Managed calendars, scheduled meetings, and coordinate travel arrangements for Executive Directors - Maintained Financial Advisors files and ensured all information were accurate and up-to-date
- Onboarded and off-boarded Financial Advisors
- Handled incoming calls and emails, and provided exceptional support to the Financial Advisors as well as the Executive Directors - Assisted with event planning and coordination of client seminars and workshops
- Collaborated with team members to support business development initiatives
Mount Sinai Health SystemHealthcare Administrator
Mar. 2017 - Jun. 2017Greater New York City Area
US NavyMedic / Executive Assistant
Mar. 2008 - Mar. 2016Portsmouth, Virginia, United States
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