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Paton - Lombardi

309 Egbert Place

Staten Island, NY 10001

917 295 9876

payton@aol.com

EDUCATION:         St. Francis College, Brooklyn, NY

01/96 – 01/99     B.A. Social Studies May 1999.

EMPLOYMENT:

11/08 – 12/10     Deutsche Bank, Jersey City, NJ 

Deutsche Bank, New York, NY

Executive Assistant/Office Manager

·          Providing primary administrative support to two Managing Directors Head of Finance

·          Maintained calendars, meetings (internal and external), phone, conference call and all domestic and international travel accommodation’s (visa’s, passports, forms)

·          Updated org chart presentations and excel spreadsheets

·          Coordinated committee meeting and all client meetings internally and externally

·          Prepared detailed itineraries for the Managing Directors, and coordinated with other members of their staff and family as necessary

·          Maintain spreadsheets and work with various databases and company websites

·          Prepared agenda in advance of weekly team meetings

·          Arranged travel through internal agent for office, prepared itinerarys, visa documents, completed expense reports

·          Helped in preparation of global conferences

·          Maintained team calendar with vacation and sick days

·          Ordered office supplies, name plates, and paper for entire office

·          Organized entire group move from Jersey City to Wall Street

·          Train new hires and group temporary staff

·          Managed all administrative duties

03/04 – 08/08     UBS SECURITIES, LLC, New York, NY

                                ExecutiveAssistant

·          Provide administrative support to a Managing Director, Executive Director, Director, two Associate Directors and an Analyst in Real Estate, Lodging & Leisure Group.  Provided occasional Assistance to Global Head

·          Extensive calendar management and coordination of meeting and conference calls.  Coordinated all offsite and onsite meetings and conferences

·          Inputting call reports and tracking all meetings into the Client Calling System

·          Organize travel arrangements and process expense reports.  Prepare itineraries for business travel

·          Performing expense runs for client and project codes

·          Compiling invoices and coordinating with Business Unit Control Group to ensure that invoices are promptly distributed and paid

·          Answer busy telephones and direct incoming call to bankers with extensive client interaction

·          Tracking banker time Petra Database.  Submitting and monitoring expense submissions to ensure prompt payment

·          Process timesheets for all assistants.  Maintained all attendance and vacation schedules

·          Train new hires and group temporary staff

·          Process client requests including mail research

·          Edit and create Excel spreadsheets and Power Point presentations

·          Making minor edits to client presentations and internal documents.  Creating and maintaining working group lists

·          Coordinating activities such as editing and printing documents with presentations, production, the information system and document centers

01/02 – 07/03     FRAMEWORK Investment Group, New York, NY

                                Executive Assistant

·          Assisted three Owners, Office Manager, and entire office with day to day operations in all departments

·          Coordinated and scheduled all appointments, meetings and conferences

·          Handled all travel arrangements and hotel accommodations for entire office

·          Ordered and tracked supplies for company.  Interacted with vendors

·          Maintained attendance and vacation schedules

·          Met and greeted clients, visitors and corporate personnel

·          Implemented and maintained confidential filing system for employee records and clients

·          Coordinated all mail activities

·          Worked on various special projects as needed

·          Performed various clerical functions

06/96 – 02/01     Donaldson, Lufkin & Jenrette, New York, NY

Executive Assistant

·          Supported Senior Vice President for Corporate Technology

·          Assisted in office chargeback procedures for Financial Control along with generating invoices to vendors

·          Aided Financial Assistant with invoice processing, including logging all invoices and invoice related information in to CAPS database

·          Logged car service invoices into CSTS (Car Service Tracking System)

·          Organized and updated vendor files

·          Reported phone calls, messages and voicemails

·          Various administrative / clerical duties (i.e. distributed petty cash, arranged messenger service, etc.)

SKILLS:                  Microsoft Outlook, Word, Excel, PowerPoint Fluent in Greek

                                Effectively plan, coordinate and meet deadlines of multiple projects

                                Work well independently and as a team member

                                Ability to build and maintain solid business relationships with people on all levels

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