Texas, 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 p...
- 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 int...
- 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 ...