Highly organized and efficient Executive Assistant with 7 years experience working in financial services and 5 years of experience managing complex calendars, arranging travel plans, and acting as a liaison between internal departments and external clients/investors.
I gained exceptional skills in administrative support, event management, investor relations and project coordination. I have a strong commitment to streamline processes and finding ways to support business growth.
• Managed multiple calendars for partners, heads of departments and senior executives across the business. Been responsible for setting up internal meetings, liaised with clients, stakeholders and setting up external meetings
• Organized and prepared for board meetings
• Booked extensive domestic and international travel, assisted with detailed planning of business trips and managed all logistics of the itinerary
• Supported the IR team with roadshow planning and logistics
• Edited/formated PPT presentations, drafted investor letters, invites and agendas for meetings
• Been in charge of the investor engagement calendar, planed, organized and managed the main investor events
• Created reports, updated new client data, contacts, and meeting notes in Salesforce
• Assisted with research and extracting information from Preqin, Inframation etc.
• Assisted with planning and summarizing the team’s annual estimate budget
• Expense reconciliation and invoice processing
• Worked on various projects and building relationships with key departments across the business
• Acted as main point of contact for all visiting clients
• Managed the meeting room booking system, created reports, liaise with PA's and relevant departments to ensure smooth running of front office operations
• Assisted with preparing training plans for new joiners, helped to integrate and fully trained new team members
• Worked with IR team and provide assistance with running of investor days, board meetings and larger client events
• Produced reports for senior team members: dry cleaning record, call log, facilities log, handovers
Won a customer service award in 2018 called '' Wow Award'' for providing outstanding customer service