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Demonstrated experience with Microsoft Office Suite.
Demonstrated experience with Adobe Acrobat X.
Demonstrated experience with Nitro.
Demonstrated experience with Workday.
Professional profile
Provide high-level administrative support to senior leaders in Data and Business Excellence, managing complex calendars, priorities, and time-sensitive requests. Coordinate internal and cross-functional meetings, consolidate stakeholder availability, and resolve scheduling conflicts across busy calendars. Prepare weekly agendas, status updates, and follow-up trackers to keep decisions, deadlines, and executive priorities moving. Support executive onboarding and operational needs, including business cards, corporate cards, expenses, building access, and business systems. Partner with executives, EAs, and internal teams to organize kickoff meetings, maintain clear communication, and ensure timely follow-through
Provided high-level administrative support to the Founder & CEO, Partners, General Counsel, Chief Compliance Officer, Head of Investor Relations, and Managing Directors. Managed complex calendars, coordinated domestic and international travel, and handled expense reporting with precision and confidentiality. Oversaw accounts payable for office vendors, maintained office supply inventory, and managed the firm’s Amazon account for operational efficiency. Maintained and updated contacts in Outlook and DealCloud, ensuring accurate records for investor relations and deal tracking. Prepared and processed DocuSign agreements, including NDAs, Joinders, Service Provider contracts, and leverage participation documents in Concord. Coordinated meal reservations (breakfast, lunch, dinner) for executives and clients, supporting hospitality and relationship management. Notarized documents and assisted with legal and compliance workflows, demonstrating attention to detail and discretion. Supported new hire onboarding, including scheduling, documentation, and liaising with internal stakeholders to ensure a smooth transition. Provided backup support for other EAs or executives
Maintained calendar for Chief People Officer, SVP, HR Strategy & Operations, SVP, People Business Partner, and Head of Recruitment – coordinated all meetings including but not limited to team meetings, offsite meetings, partner, and business client meetings across global time zones. Arranged video conferences/teleconferences for all meetings. Prepared and submitted expense reports and travel arrangements (domestic and international) through Concur. Purchased gifts for staff. Provided bridge of communication between CPO and internal departments. Prepared meeting materials with Chief of Staff. Attended staff meetings and took meeting notes. Worked with members of the People Leadership team in coordination with team goals. Updated and maintained People Team distribution lists. Provided backup support for other EAs or executives. Part of ELT – EA team. Worked on ad hoc projects with SVP of HR Strategy & Operations
Managed social media platforms. Corresponded with MWCDA members regarding inquiries. Assisted with pertinent market research to advance organization's mission. Identified and facilitated operational efficiencies. Generated and reviewed materials circulated by the organization. Assisted managing directors in fundraising efforts. Monitored legislation at the local, state and federal levels applicable to M/WBEs
Provided administrative support for a team of over 20 associates, including partners, directors, portfolio managers and analysts. Prepared and submitted expense reports and travel arrangements via Concur. Maintained and organized company business files (e.g., scanning, photocopying, and filing documents). Populated and uploaded data files (budgets, actuals, forecasts) for all properties on a monthly basis. Updated and maintained the property accounts receivable page on the company’s intranet. Composed and distributed all investor letters, including capital calls, audited financials, capital account statements, quarterly reports, distribution letters, and K-1s. Managed full execution and delivery of estoppel certificates and signature packets, tracking from commencement through completion. Acted as primary Treasury Analyst backup, processing wire transfers, cutting checks, updating cash sheets, providing account balances, setting up auto-pay, and opening/closing bank accounts for all properties. Assisted Compliance with running the quarterly compliance checks. Point of contact to administrative team for new-hire training and on-going assistance throughout their tenure with the firm
Provided executive level administrative support to firm partners. Served as liaison for the Partners; dealing with clients and internal colleagues. Managed all communications including responding to correspondences that did not require personal attention from the partner. Organized and managed heavy scheduling and calendaring for assigned partners. Managed heavy telephone call volume, including screening incoming calls and independent follow-up as appropriate. Prepared time and expense reports on a timely basis and reconciled reimbursement issues as necessary. Collaborated with Accounting to prepare client billing letters and invoices to meet monthly deadlines. Booked travel arrangements, including flights, ground transportation, accommodations, etc.. Organized, maintained, and kept databases current (e.g., address books, filing systems, etc.). Produced accurate, properly formatted documents and correspondence, frequently under tight time constraints. Supported the planning and execution of major projects, conferences, and other off-site meetings
Acted as administrative coordinator for Partners, Principals, CFO, and over 300 investors. Managed complex schedules and answered emails on executive’s behalf. Organized multi-leg domestic and international travel arrangements including flights, hotel, and ground transportation. Completed and maintained expense reports. Performed personal assistant duties: scheduled doctor’s appointments, planned family vacations, screened potential nannies, purchased gifts, planned parties for senior executives, and other items as needed
Recruited candidates: screened resumes, conducted phone interviews and scheduled qualified candidates for face-to-face interviews with the recruiting teams. Managed accounts payable and receivable, invoiced clients, and made collection calls when necessary. Coordinated all employee information including but not limited to benefit manuals and orientation information
Supported a 22-person sales office, including the Executive Vice President of the East Coast. Directed/screened all incoming calls from the main 14-line phone system. Prepared contracts, introductory letters, and reference letters for all staff. Purchased various office requirements (e.g. subscriptions, office supplies, publications, etc.). Posted ads and conducted candidate searches on various recruiting websites (e.g. Monster.com, Dice.com, Hotjobs.com, etc.). Spearheaded administrative assistant candidate searches, interviewing, and training of new hires across the country
Handled all client inquiries concerning departmental services and processed all incoming accountable shipments from various outbound courier services. Assisted the customer service manager with payroll, performance appraisals, inbound/outbound weekly reports, and the development of the ACD (All Calls Directed) system which tracked calls for reporting purposes. Provided customer service training for new recruits