Wellington Management International Feb 2022 – to date
Executive Assistant – Client Group Platform
Teams: Sovereigns Middle East | Nordics & Benelux | Alternative Investments
- Proactive diary management for 3 Managing Directors and 4 Vice Presidents
- Liaising with external Clients to coordinate meetings within Middle Eastern & Scandinavian time zones
- Managing global travel including visa applications and confirming travel health requirements
- Working with Client Service Management to prepare documents and presentation materials
- Preparing agendas for client London onsite meetings.
- Working with Marketing & Events to organise Client events
- Working with international EA team members on client onsite meetings in Boston and Singapore
- Proactively setting up prep calls ahead of client meetings
- Assisting Relationship Analysts with any ad-hoc admin or reporting tasks
- Managing the cycle of weekly update meetings for both teams and uploading notes to team folders
- Maintaining bi-weekly Client Group Morning Meeting for department
- Entering, amending, and keeping Client data up to date in Salesforce CRM system
- Creating and updating relevant campaigns and mailing lists on Salesforce
- Undertaking client research to assist with roadshow preparations
- Assisting with reporting across the teams
- Processing Expenses in a timely manner
- Diligent coverage of telephone lines throughout the Client Group adhering to best practices
- Providing cover across the business where needed when absence occurs
Pimco Europe Ltd May 2021 – Feb 2022
Executive Assistant to Client Facing Team - Sovereigns Middle East
- Extensive diary management of 6 Executive VP Account Managers based in London, New York and Toronto
- Coordinating meetings and video conference calls dealing with Middle Eastern/US time zones
- Creating meeting agendas
- Coordination of international travel booking including multi-stop flights, trains, taxi’s, visas and hotels
- Preparing travel and meeting itineraries
- Processing expenses using SAP Concur
- Updating Perform/CRM daily
- Producing weekly team meeting report and updating accordingly
- Maintaining client contact lists on CRM
- Booking meeting rooms within London and international offices using Condeco
- Answering/screening incoming calls and forwarding to relevant teams as appropriate
- Ad-hoc admin duties including filling, photocopying, scanning
- Updating holiday calendar accordingly
- Supporting various client facing AM teams in different regions in absence of assistants
July 2019 – May 2021
Executive Assistant
Teams: Shareholder Services, Funds, Operations and Cash Desk teams
- Diary management of 16 senior members including Executive Vice Presidents (1 EVP is based in New York)
- Coordination of international travel booking including multi-stop flights, trains, taxi’s, visas and hotels
- Preparing travel and meeting itineraries
- Organising international board meetings
- Setting up international conference calls
- Processing expenses using SAP Concur
- Maintaining client contact lists and CRM
- Assisting international employees with diary management and meeting bookings when in London office
- Working with the Managing Director’s assistants to ensure confidential documents are signed and scanned back to the correct individual
- Booking meeting rooms within London and international offices using Condeco
- Answer/screening incoming calls and forwarding to relevant teams as appropriate
- Managing desk assignments for employees visiting London office
- Supporting legal team when Legal Assistant is on annual leave
- Acting as the go to person for wider team on 2nd floor
- Ad-hoc admin duties including filling, photocopying, scanning
- Managing Executive VP office as a meeting room when not in use
- Updating holiday calendar accordingly
Astrea Asset Management Nov 2017 – July 2019
Team Assistant
- Diary management for team of 10
- Coordinating meetings, conference calls and restaurant bookings for breakfast meetings and lunches
- Supporting EA with daily duties and stepping in to assist CEO when EA is out of office
- Minute taking, copy typing letters, updating presentations and quarterly reports
- Processing monthly expenses for team
- Front of house duties including meeting rooms and office presentation
- Liaising with clients, agents and solicitors/chasing contract updates
- Dealing with confidential documents
- Working with the EA towards creating a paperless and wholly electronic system
- Maintaining the Tenant Agency and Consultancy Contact database
- Completing general office support functions in support of the needs of the team including filing, scanning and binding presentations
- Managing all incoming and outgoing post, booking couriers and dealing with stationary upkeep
- Answering telephones - Screening calls, enquiries and requests
Zee Entertainment Oct 2017 – Oct 2017
EA to CFO (Temp contract)
- Managing CFO’s calendar on a day to day basis
- Liaising with international CEO’s across locations for respective reports and figures
- Creating reports and DSL’s with financial statistics gained
- Assisting the CFO by providing administrative support and coordination
- Preparing materials for operational reports and presentations
- Taking minutes accordingly during meetings
- General administrative duties
Travelled to India with CFO to support throughout a weeks’ worth of CEO seminar meetings.
Office Concierge Nov 2016 – Oct 2017
Elite Corporate Receptionist/Administrator – Working front of house and internal receptions within corporate offices throughout Central London.
- Meeting and greeting clients - providing a 5star experience
- Signing in guests via different log in systems
- Diary coordination/management of team including senior members
- Scheduling meetings and assisting throughout
- Arranging travel and couriers for senior members
- Answering telephones using various switchboard systems
- Supporting EA/PA’s with their daily duties
- Assisting with invoicing and other ad-hoc accounts duties
- Training new receptionists on sites
- Sorting and distributing post/processing letters using franking machine
- Liaising with facilities manager and updating helpdesks with maintenance problems
- Organising lunches and placing stationary orders
- General admin duties including filing, archiving, scanning and photocopying
- Putting together press packs, company literature and mail outs
Multi-tenant buildings: 1 London Bridge, 10 Duke of York, 20-22 Berkeley Square, 55 Bishops Gate, 6 More London, 71 Queen Victoria Street, 9 Broadgate Quarter, 9 Kingsway, Leconfield House, Verde Building and Vintners Place.
Offices: Arcelor Mittal, Arden Partners, Euro Money, FRP Advisory, Lombard O'dier, Medio Banca and Motcomb Estate