Group Executive Resume Samples

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L Champlin

Louie

Champlin

349 O'Hara Lights

Dallas

+1 (555) 492 1465

349 O'Hara Lights

Dallas

Phone

p +1 (555) 492 1465

Experience Experience

Boston, MA

Executive Assistant Group Taxes

Boston, MA

Moore, Bednar and Mertz

Boston, MA

Executive Assistant Group Taxes

Coordination and administration of investment requests and inventory numbers, checking invoices in collaboration with SSC
Create presentations
Administration of investment request workflow
Create announcements and newsletters
Support team as well as management
Assist in and coordinate projects and assignments as requested/directed
Key contact point for information management (e.g. intranet), ensure content of the intranet is up to date

Los Angeles, CA

Executive Assistant, Prudential Capital Group

Los Angeles, CA

Beier-Champlin

Los Angeles, CA

Executive Assistant, Prudential Capital Group

Manage office filing system, including maintaining transaction files and signature approvals for deals
Point of contact with building management or other administrative professional regarding office maintenance
Schedule internal and external meetings with significant time and focus spent on coordinating multiple schedules, conference calls, and meetings
Special projects as assigned
Maintain oversight for the Paymaster/Attendance record function for the Team
Prepare correspondence, memos, reports, charts, spreadsheets, and Power Point presentations of moderate to significant complexity
Screen and respond to routine and non-routine calls

present

New York, NY

Executive Assistant to Group Executive

New York, NY

Bauch and Sons

present

New York, NY

Executive Assistant to Group Executive

present

Independently manages projects, such as organizing global events with more 50 participants from around the world
Manage/maintain manual calendars outside President’s office
Manage/maintain outlook “Leadership Team Calendar”
Ordering supplies
Creating, formatting advanced and complex PowerPoint presentations
Processing and tracking purchase orders
Preparing expense reports, processing invoices, and reconcile budget

Education Education

Bachelor’s Degree in Business Administration

Johnson & Wales University

Bachelor’s Degree in Business Administration

Skills Skills

Knowledge of FIS' products and services; in-depth knowledge of products and services in assigned line(s) of business
Knowledge of financial services industry
Extensive knowledge with banking practices, regulations and operations within assigned line(s) of business
In-depth knowledge of end-to-end systems development life cycles (including waterfall, iterative and other modern approaches to software development)
Outstanding verbal and written communication skills to technical and non-technical audiences of various levels within FIS or client organization (e.g., executive, management, individual contributors)
Ability to persuade and influence others on the best approach to take
Excellent analytical, decision-making, problem-solving, team, project management and time management skills
Ability to properly understand and communicate a client's desires regardless of their mastery of the English language
Ability to travel frequently
Proven track record of managing teams of different disciplines; technical, analytical and business

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Executive Macquarie Funds Group Resume Examples & Samples

Postgraduate/ professional accounting qualification, preferably CA or CPA
Minimum 2-4 years of post CA qualification experience
Experience in managing complex financial statement preparation process for size-able entities

Executive Assistant Group Treasury Resume Examples & Samples

Prepares documents using the entire suite of Microsoft Office software (primarily Word, Excel and PowerPoint) as well as scanning physical documents to the appropriate electronic format
Manages on-going systems and facilities requirements for Senior Vice-President and the Funding team
Prepares detailed expense planning analysis and reporting transits for annual submission to Senior and Executive Management. Ensures on-going budget compliance through monthly analyses and expense policy research. Tracks and processes expenses, maintains records and information to ensure quick and ready access
Manages all major departmental events, including: cross-divisional working group meetings, conferences and other events where the Senior Vice-President or Vice-Presidents are a speaker or attending
Participates in special projects undertaken by the Senior Vice-President and Vice-Presidents including project coordination, research, scheduling, follow-ups and production of project updates/reports
Organizes meetings by assessing and seeking out the most appropriate venue based on size/ type and attendees; arranges for equipment and materials for meetings as appropriate; oversees arrangements, ensuring smooth execution, tracks responses of meeting attendees, following up as appropriate; books travel arrangements, ensuring all requirements are met
Proactively organizes the various meeting materials for the Executive and searches out missing material for upcoming meetings. Creates and maintains an effective filing system for key reports
Assists with various other administrative duties (i.e.: processing of bills and invoices, stationery orders, gathering of information, and preparation of reports)
Strong organizational skills including the ability to prioritize effectively
Strong interpersonal skills and tact in dealing with a wide range of internal and external contacts
Understands how to make presentations and documents visually appealing and professional
Sound knowledge of business/bank terminology is preferred as well as thorough knowledge of departmental or individual Senior Officer’s processes and procedures
Requires budget planning and analysis experience, and advance MS office skills including Word, Excel and PowerPoint
Maintains confidentiality of highly sensitive materials and interactions
Ability to work with minimal direction, and being proactive with anticipating needs
Also requires some independent judgment with drafting routine responses for Executives’ signature/approval

Executive, Group Capital & Funding Resume Examples & Samples

Reporting and analysis of accounting volatility, including weekly update to Senior Management
Analysis of market movements and their impact on derivative valuations
Preparation of key elements of financial control, including reconciliation and completeness checks
Setting up and maintaining hedge accounting relationships in Macquarie systems
Working with senior members of the team to implement new hedge accounting strategies to address volatility
Partnering with key members of the Treasury Markets team, senior Finance management and Business unit finance teams on new transactions

Executive Assistant, Prudential Capital Group Resume Examples & Samples

Executive support for two MDs
Provide general administrative support for Investment Professional staff as needed (including but not limited to answering telephone, word processing, compiling meeting materials, photocopying, filing, vouchers, and maintaining/ordering supplies)
Schedule internal and external meetings with significant time and focus spent on coordinating multiple schedules, conference calls, and meetings
Organize and maintain calendars as needed
Sort and distribute department mail and faxes. Prioritize and take action and/or direct appropriately
Manage office filing system, including maintaining transaction files and signature approvals for deals
Organize and handle registrations, hotel, and general travel arrangements for multiple staff members for offsite meetings, conventions, conferences and seminars
Maintain oversight for the Paymaster/Attendance record function for the Team
Prepare correspondence, memos, reports, charts, spreadsheets, and Power Point presentations of moderate to significant complexity
Ensure that new hires are established in their new position providing them with what they need to do their jobs (i.e., office supplies, business cards, credit card, etc)
Point of contact with building management or other administrative professional regarding office maintenance
Management of office supplies (i.e on-going assessment office needs, ordering and distributing supplies)
Maintain office business continuation records
3+ years administrative experience
A high degree of professionalism and strong work ethic coupled with a sense of responsibility and integrity required
High School Degree required, Bachelor's Degree preferred
Strong business/administrative experience required
Excellent judgment and discretion required in handling sensitive, privileged and confidential information in a respectful manner
Strong initiative and good judgment a must
Ability to work under minimal supervision under tight time constraints as needed
Willingness to take direction from various sources required
Proficiency with Microsoft Office computer applications, specifically Word, Excel and PowerPoint
Proficiency with Lotus Notes a plus

IMD PWM Markets Coverage Group Wealth Management Professional Executive Director Resume Examples & Samples

Work collaboratively with other WMPs to serve as primary support for MCG?s operational needs
Process client requests including asset transfers and account inquiries
Manage ad hoc request from clients and team, and see through until completion
Process and reconcile trades on a daily basis, including booking and trade settlement
Manage cash balances, margin calls and private banking services for client accounts
Manage all administrative aspects of client onboarding process
Serve as key liaison to other areas of the firm that support PWM, such as Operations and Compliance
Participate in group projects and work to improve quality and efficiency within the client services team
Minimum 9 years? of experience in Private Banking required
Ability to work in a fast-paced environment and think clearly under pressure is required
Detail-oriented necessary
Ability to multi-task and strong organizational skills required
Demonstrable experience needed in servicing UHNW clients on the following tasks and needs
Money and asset transfers
Manage cash balances, margin calls and Liquidity requirements
Trade execution and bookings

Global Projects Group Executive Director Resume Examples & Samples

20+ years of financial industry experience (10+ years of Program/Project Management)
Good understanding of front-to-back processes for traded products (Cash, Derivatives, Listed etc)
Knowledge of the core operational processing trade life cycle
Proven, strong project/programme management experience. Will have managed project budgets > $5mm
Experience with defining strategies, starting projects and managing senior stakeholders at ED and MD level
Strong delivery record combined with good problem-solving skills and analytical skills

Executive Assistant to Global Group President Resume Examples & Samples

Ensure effective ongoing operations of President’s office, ability to multi- task
Handles/manipulates heavy calendar to include: domestic and international travel, scheduling daily meetings, senior management requests, board meetings, and committee meetings
Arrange all travel to include: itineraries, agendas, visas, and travel advances
Handles expense reporting using GERS
Maintain up to date appointments, requests and agendas for events on calendar
Screen incoming calls, relay detailed messages and maintain call log
Review all mail
RSVPs / Restaurant Reservations / Car Services
Works closely with President to draft and generate appropriate correspondence required
Arrange catering/set up to include but not limited to: breakfast, dinners, prepare travel arrangements; agendas, itineraries and invitations; arranges for transportation; reviews such actions with President as necessary
College/University graduate required
Minimum of five years previous work experience; international experience an asset
Mature with strong work ethic, high level of integrity, sense of dedication, and commitment to strive for excellence
Ability to be flexible and agile, savvy and analyze facts, proactive, resourceful and draw conclusions, provide insight and problem solve, quick learner
Communication skills: possess concise verbal and written skills that will allow incumbent to communicate productively with wide range of people, both internally and externally
Have excellent interpersonal skills
Work collaboratively with all functions of the organization
Proficient computer skills including Microsoft applications – Outlook, Word, Excel, PowerPoint

Executive Assistant, Prudential Capital Group Resume Examples & Samples

Provide direct administrative support for Investment Professionals, including answering telephone, word processing, compiling meeting materials, photocopying, filing, vouchering, maintaining/ordering supplies, sorting and distribution of department mail and faxes
Schedule and coordinate meetings for the team and team members with internal/external clients
Organize and manage registration, hotel and domestic and international travel arrangements for offsite meetings, conferences and seminars for multiple team members
Prepare and submit expense and travel vouchers to Accounts Payable for processing and reconciliation of any errors/discrepancies
Enter and/or obtain loan data into/from the Companys business system (Salesforce)
Prepare, arrange, compile and assemble materials for client visits and other team projects
Manage systems needs/equipment requests
Prepare spreadsheets and/or powerpoint presentations of moderate complexity
Type and proofread letters, term sheets, legal documents and charts/tables/graphs
Screen and redirect routine and non-routine calls, as appropriate
May compose notes, letters and miscellaneous correspondence
Provide back-up administrative support to other administrative assistants in the department as needed
A minimum of 8-10 years of administrative experience preferred,
Experience handling travel expenses involving international travel
Attention to detail and prioritization skills needed
Ability to solve problems and troubleshoot with general oversight from managers
Excellent organizational skills with the ability to prioritize and multi-task required
Ability to compose routine letters and/or emails needed
Proficiency with Microsoft Office computer programs, specifically Word, Excel and PowerPoint
Proficiency with Lotus Notes and Salesforce is a plus

Executive Assistant, Public Sector Group Resume Examples & Samples

Coordinate extensive and frequent travel – both international and domestic
Assist with ad-hoc reports and special projects as needed
Input call reports in Citivision
Serve as back-up support for other managers and administrative staff when required
Highly proficient in MS Office (Word, Excel, Outlook, and PowerPoint)
Strong written and verbal communication skills. Detail oriented with ability to work independently and prioritize workload

Executive Assistant to Group Leader Resume Examples & Samples

Act as confidential administrative assistant for executive team members. Maintain and manage calendars and schedule, screen calls, arrange appointments, manage mail, contact clients and vendors when requested, organize meetings and conference calls, maintain files, run errands as requested
Create, proof and assist the executives with presentations from time to time. Strong Powerpoint skills will be required
Meeting preparations; including ordering meals, setting up conference rooms and preparing presentation materials and handouts
Arrange travel. Determine destination, mode of transportation, travel dates, and necessary accommodations. Consult travel agent to analyze fares, routings and appropriate travel services. Prepare tentative travel plans and suitable alternatives for approval by traveler. Prepare final travel itineraries including all necessary information, including: driving directions, descriptions of accommodations and amenities. Ensure all reservations are confirmed prior to travel; track and audit travel activities and expenses; serve as general resource for traveler. Research problems and resolve issues as necessary
Assist in the research and implementation of ICF Olson activities, including meetings and projects. Gather/organize agendas for meetings. Gather/organize information on project activities
Respond to public inquiries via phone and email. Provide information and assistance in a courteous manner; resolve complaints within scope of information and authority and refer to others as appropriate
Initiate correspondence on a variety of matters requiring a developing understanding of organizational information and client interests
Provide copy editing and proofreading for correspondence and other written materials

Executive Assistant Group Taxes Resume Examples & Samples

Take charge of all kind of correspondence independently, to ensure timely and accurate response
Format, type and edit a variety of material, including correspondence, memos, minutes, reports and confidential material
Schedule internal and external meetings/conferences
Key contact point for information management (e.g. intranet), ensure content of the intranet is up to date
Proactively/ independently carry out special projects and assignments
Check and correct problems in existing systems and processes that are not immediately evident
Administrative responsibility for trainees in order to ensure achievement of given adidas internal training targets as well as for temporary employees within respective department
Excellent knowledge of Microsoft Office (particularly Excel, PowerPoint, Word, Outlook)
High level of service orientation in dealing with internal and external stakeholders/customers
Good understanding of numbers
Excellent PC software skills
Experienced in job and fully qualified/trained, ideally with a tax related background (e.g. in tax office/authority)
Good knowledge in related job areas

Executive Assistant, Group Treasury Resume Examples & Samples

Provides administrative support to senior-level executives and the teams who support their activities
Coordinate all aspects of executive level appointments, meetings, receptions and conference calls
Prepares and reviews materials and correspondence for meetings
Coordinate periodic travel arrangements – both international and domestic
Serve as back up support for other managers or administrative staff when required, including senior Citigroup leadership
Ability to work 8:30am-5:30pm and be flexible for [occasional] overtime as needed

Executive Assistant to Group Executive Resume Examples & Samples

Managing calendars, scheduling, and preparing for meetings
Coordinating extensive domestic and international travel; managing all details pertaining to reservations and itineraries
Handle business reviews (Ops review, Strat Review, Talent Review)
Organize monthly president’s letter (updates, reminders, coordination and distribute timely)
Organize meetings (setup webex, catering, reminders, document updates in H;/drive)
Manage/maintain outlook “Leadership Team Calendar”
Manage/maintain manual calendars outside President’s office
Answering telephone calls, taking messages, and responding to calls in a timely manner
Coordinate (with President direction) all customer on-site visits, special guests, and external candidates
Creating, formatting advanced and complex PowerPoint presentations
Composing and preparing correspondence, in addition to proofreading for spelling, grammar, layout and making appropriate changes
Assistant as needed to President staff when rush/special/confidential assignments/tasks arises
Review all incoming mail and forward accordingly
Utilizing Excel and other corp. systems to prepare reports
Preparing expense reports, processing invoices, and reconcile budget
Processing and tracking purchase orders
Ability to participate in global leadership meetings take actions items, and manage appropriate follow-up from meetings
Copying, faxing, and filing correspondence
Independently manages projects, such as organizing global events with more 50 participants from around the world
Strong technical skills with proficiency in Word, Excel, PowerPoint, Outlook, in addition ability to trouble-shoot technical issues
Ability to independently create documents from notes/input from various sources
Previous International experience/exposure
Self-motivated and ability to respond to changing situations in a flexible manner in order to meet current needs and reprioritize work as necessary
Strong attention to detail and the ability to meet deadlines
Positive and strong team player
Ability to maintain the integrity of confidential information
Minimum of 5+ years previous experience as an Executive Assistant with familiarity working in a fast-paced demanding environment supporting President or multiple executives

Group Executive Resume Examples & Samples

Administers the organization's policies through subordinate managers and directs and coordinates activities of more than one department/function
Knowledge of FIS' products and services; in-depth knowledge of products and services in assigned line(s) of business
Knowledge of financial services industry
Extensive knowledge with banking practices, regulations and operations within assigned line(s) of business
In-depth knowledge of end-to-end systems development life cycles (including waterfall, iterative and other modern approaches to software development)
Proven track record of managing teams of different disciplines; technical, analytical and business
Excellent analytical, decision-making, problem-solving, team, project management and time management skills
Ability to properly understand and communicate a client's desires regardless of their mastery of the English language
Ability to travel frequently

IT Group Executive Resume Examples & Samples

Establishes objectives, plans and budgets, typically relying on corporate senior management for setting strategic direction, guidance and company-wide policies that are implemented within the organization
Accountable for financial contribution (e.g., expenses, capital investment) and the attainment of current and long-range objectives, and for management of the full complement of functional managers, including product development, professional services, client relationship management, customer service, planning and administration functions
Works closely with sales, marketing, finance and other internal functions to coordinate activities that ensure success in the market
Selects, develops, and evaluates personnel to ensure the efficient operation of the organization
Knowledge of financial services industry and the relevant technologies
Considerable knowledge of corporate policies and procedures
Outstanding verbal and written communication skills to technical and non-technical audiences of various levels within FIS or client organization (e.g., executive, management, individual contributors)
Excellent analytical, organizational, decision-making, problem-solving, team-building, project management, conflict management, negotiation, and time management skills
Ability to drive effective, high-performing teams

Executive Assistant to Group Executive Resume Examples & Samples

Secretarial qualification or equivalent, degree qualifications would be highly regarded but not essential
Approx 10 years' experience in office support functions
At least 3 years' experience supporting at a group executive, managing director or chairman level
Previous experience in financial services will be highly regarded

Executive Group Director Resume Examples & Samples

Owns key senior client relationships
Owns key creative relationships
Owns accountability for client P&L and business growth
Understands the business model and the key drivers of client and Agency success
Maintains knowledge of all performance measures and financial figures
Advises senior client management and works as an objective insider and advocate for the entire client organization
Generates ideas and actions that produce tangible business results
Advocates for and is able to sell through creative work
Takes a leadership role in understanding and uncovering client motivations/needs
Sets aggressive yet achievable performance goals for self and others
Understands all key Agency resources and brings them together to produce exceptional results for the client
Leads client thinking and thinking on strategy development, providing targeted, actionable insights
Inspires and grows other agency staff; coaches and manages others to maximum potential
Able to attract and retain core talent
Works closely with talent management team on performance reviews and goal setting for the team
Cultivates an atmosphere that embraces diversity and inclusion within the team and agency
Inspires and motivates action across departments and disciplines; fosters teamwork
Seeks opportunities to advance the client relationship and build Agency business
Builds relationships of confidence and trust with all senior Agency personnel
Typically ten to fifteen years agency experience including five to seven years supervisory experience
Global Brand or International Market Experience – While this is currently a US role there is a future opportunity to integrate/transcreate across geographic boundaries
Proven experience presenting information both orally and in writing
Financial services, fintec experience a definite plus

Executive Director Product Group Services Resume Examples & Samples

Develop and maintain relationships with senior stakeholders within PWM and IWM
Establish regular meetings with Senior Business Leadership within PWM and IWM to understand business priorities, their impacts on WM Operations, as well as conversely share relevant WM Operational strategies, enhancements, etc
Play a significant role in assisting with short and long-term planning to deliver operational excellence support for PWM/IWM
Partner with key stakeholders across WM Operations and other home office areas (IT, Legal, Risk, etc.) to convey business needs, establish priorities and manage performance of project deliveries on behalf of PWM/IWM
Partner with key WM Operations functions to increase the effectiveness and efficiency of their support services for PWM/IWM through improvements to each function as well as coordination and communication between support and business functions
Develop and oversee regularly scheduled assessments of WM Operations support of PWM/IWM including KPIs, KRI?s, project status, etc

VP-policy Executive for Group Risk Policy Resume Examples & Samples

Develop and maintain credit risk management policies to ensure appropriateness and effectiveness of the policies via alignment with risk appetite, business strategy, market practices and compliance to regulations
Review and enhance existing policies and processes to drive improvement for control and operating efficiency from end to end perspective
Work with other GRM units, Group Legal and Regulatory Compliance Unit, and Business Units, as applicable, to review and update credit policies and procedures
Ensure effective communication and implementation of the policies and procedures, including advisory on policy related queries
Advise and assist subsidiaries in the adoption of Group Policies, including reviewing their policies for pre-approval to ensure compliance with MAS regulations and Group’s core risk standards
Administer and manage the core credit quiz by ensuring that the validity of the questions and track the participation and results of the quiz
Promote the full development and implementation of policy lifecycle by proactively engaging all GRM risk functions at Group and key Subsidiaries level. This includes setting the agenda of quarterly Group Policy Management Process (GPMP) meetings
Handle and enhance enterprise-wide GPMP initiatives such as annual policy attestation
Handle various group reporting and ensure quality and timeliness of such reporting
Drive or support credit related or enterprise-wide projects such as eGRC

Executive Assistant to EVP & Group President Resume Examples & Samples

High school diploma with a minimum of 10 years administrative support experience, including five years senior executive experience
Experience supporting GM, C-Suite or President-level executives at a global company
Experience managing confidential information with discretion and judgment
Experience using MS Office applications including outlook, Word, Excel and PowerPoint
Demonstrated experience and proficiency managing and coordinating electronic meeting/calendar appointments and making domestic and international travel arrangements
Excellent verbal and written communication skills, including polished telephone and email techniques and etiquette. Superior writing and editing skills – must possess a thorough understanding and application of English grammar, sentence structure, spelling, and punctuation. Ability to grasp concepts and translate them into actionable messages
Experience interacting with employees at all levels, with or without direct authority
Experience working with minimal supervision – including flexibility to changing priorities; pro-active, and self-motivated. Excellent analytical skills
Experience planning and managing large meetings and events within budget and with attention to detail – strong project management skills; comfort level with technology
Experience working in medical device or health care
12+ yrs related experience including exec admin experience in a large company
Must have a flexible disposition that thrives in a fast-paced environment
Demonstrated experience and ability to organize and prioritize work effectively; accuracy and attention to detail essential
Positive outlook with a bias for action and common sense approach to work; professional appearance and attitude
Experience with Visio and/or SAP
Excellent interpersonal skills, well organized and dependable. Strong task orientation
Experience in a large, global corporate environment, including a matrix environment
While performing the duties of this job, the employee is regularly required to be independently mobile. The employee is also required to interact with a computer, and communicate with peers and co-workers
Must be able to work overtime during high volumes of work

Executive Group Director Resume Examples & Samples

Owns accountability for client P&L and business growth; agency transformation
Understands all key Agency resources and brings them together to produce exceptional results for the client Leads client thinking and thinking on strategy development, providing targeted, actionable insights Inspires and grows other agency staff; coaches and manages others to maximum potential
Typically ten to fifteen years agency experience including five to seven years supervisory experience Global Brand or International Market Experience – While this is predominantly a US role there is a future opportunity to integrate across geographic boundaries
Proven leadership ability Financial services, fintec experience a definite plus

Executive Assistant to Group Managing Director Resume Examples & Samples

Excellent people and communication skills
Excellent organizational and administrative skills
Be able to cope with pressure
Flexible and able to act quickly and decisively
Previous EA experience
Advanced IT skills
Good communication skills and ability to be succinct and to the point
Resilient under pressure
Discretion/confidentiality
Language skills plus

Group Executive Assistant Resume Examples & Samples

Scheduling and coordinating travel arrangements
Heavy calendar management
Time and expense reporting
Meeting support and logistics
General administrative and telephone support; coordinating with Finance and HR; and management of contacts
Other special projects as assigned
2+ years of experience as an Administrative Assistant supporting senior executives required
Must be able to coordinate extensive travel arrangements and manage expense reports
Proficient in MS Office, Word and Excel with some strong PowerPoint skills and experience editing presentations
Client service experience a plus
Knowledge of SAP is a plus
Smart, self-starter, resourceful and ready to jump in
Extreme attention to detail, ability to multi-task and juggle priorities
Articulate, professional phone presence with a positive attitude and excellent communication skills
Thrive in a fast paced environment and be solution-oriented
Meeting coordination/event planning
Experience working on multiple projects
Previous assistant experience in PR, advertising or professional service organization is preferred

Executive Group Dir Chrysler Resume Examples & Samples

40% -Day-to-day accountability of account management team. Ensure team is trained and skills are continually developed and team is functioning at a high level, delivering on-time, and flawless work. Promotes effective collaboration among teams including account management, creative, data, email, project management, and production
30% - Serves as the primary client interface for all products and services, and creates demand for those products and services by linking them to client needs. Work with client and team to look for opportunities to expand the business where appropriate. Responsible for growing the revenue of existing client(s). Builds strong and lasting relationships with brand clients, procurement partners, third-party collaborators, and prospects. Spends a minimum of 20% of their time with clients to ensure success in these endeavors
20% - Leads account management team through vision and program strategies that deliver superior levels of service to clients. Ensure team adheres to all company procedures, policies and practices. Ensure smooth transition and integration of new business to the account management team
10% - Accountable for P&L of account management team. Supports broader MXM initiatives as a member of the Executive Leadership Team

Executive Assistant, Global Client Group Resume Examples & Samples

Maintaining VP’s calendars (day-to-day and monthly)
Managing active calendars and coordinating meetings and meeting spaces
Planning travel and building seamless itineraries with advance preparation for VP
Assisting with timekeeping and payroll duties, organization charts and completing cost-centre reconciliations
Exceptional organizational, administrative and interpersonal skills
Strong integrity and ability to handle confidential / sensitive information with discretion
Proficiency in Microsoft Outlook and Office, including Word , Excel and PowerPoint
Minimum 3-5 years experience supporting executives with complex calendars and travel
Bachelor’s degree a plus

Executive Group Director Resume Examples & Samples

Own key senior Client relationships: maintain and grow key senior-level client relationships; own the Clients’ business challenges and work diligently to help solve them
Build relationships of confidence and trust with all senior Agency personnel; leader and partner to the Agency teams - providing clarity, direction, counsel, and inspiration; ensure a cohesive and productive working relationship for the entire Agency team – fostering teamwork across departments/disciplines
Demonstrate a thorough knowledge of the dynamics and workings of the Client’s business and the overall financial services industry landscape
Take a leadership role in understanding and uncovering Client motivations/needs
Seek opportunities to advance the Client relationship, generate ideas and actions that produce tangible business results for the Client and build Agency’s business
Advocate for the business internally, communicate overall Client vision, keeping Agency teams informed, focused, and enthused about the work and the business
Oversee all deliverables of the Agency teams to ensure Client expectations are being met/exceeded. Lead and manage multiple large projects ensuring successful delivery
Understand all key Agency resources and bring them together to produce exceptional results for the Client. Align business appropriately with the right staffing, level and capability mix. Adeptly integrate, connect, and catalyze Agency teams across multi-discipline offering, in multi-country locales to ensure strategic and executional alignment
Accountable for Client P&L and business growth; maintain knowledge of all performance measures and financial figures. Review monthly and quarterly financial tracking reports with Agency finance and present reports to Client
Attract and retain core talent – inspire and grow Agency staff; manage, coach and mentor account team members to maximum potential. Work closely with talent management team on performance reviews and goal setting for the team
Bachelor’s degree required – business / marketing / communications or related degree preferred
10+ years agency experience, including 5-7 years in supervisory role with strong background in managing and launching integrated marketing communication programs. Blue Chip client – financial services, preferably B2B - experience required
Excellent client-facing skills and proven leadership ability
Ability to work autonomously and adapt to changing priorities in a fast-paced dynamic environment
Must be a team player and stellar collaborator – personable, easy to work with, experienced in managing people and adept at effectively engaging with many different personalities both internally and externally
Need to be resourceful, persistent and resilient – demonstrating flexibility and strong problem-solving skills to get things done despite setbacks, ambiguity and complexity
Ability to context switch and multi-task. This role oversees and manages multiple initiatives and priorities with various levels of complexity – the ideal candidate needs to be able to keep sight of the bigger picture at the same time paying attention to details as necessary

Group Treasury Transactions Group, Executive Resume Examples & Samples

A university degree(s)
Experience in professional services and/or financial services, ideally including at least some work in the area of US taxation law
A keen interest in and understanding of the banking and financial services industry

Executive Assistant to Group President Resume Examples & Samples

Administrative support tasks to include; all aspects of travel, logistics including scheduling and organizing conference calls, on-site/off-site meetings and events, and providing a professional customer service presence
Serve as the liaison between the executive office and board members; prepare board materials, distribute information, and schedule meetings
Draft and edit correspondence, speeches, presentations, and announcements
Act as gatekeeper and manage all communication between executive staff and the public; to include clients, customers, Boards, and staff members
Experience scheduling / coordinating global travel
Advanced skills in Microsoft Outlook, Word, Excel and PowerPoint

Senior Group Executive Resume Examples & Samples

Classify, record, and summarize rooming and billing data to compile and keep rooming and billing records, using journals, ledgers, and/or computers
Maintain accurate electronic spreadsheets for billing
Access computerized billing information to answer general questions as well as those related to specific accounts
Generate billing/housing reports from computer system as needed
Understand and facilitate the process of overflow rooms with Event Manager and group contact
Be able to ensure group billing is set up accurately, and conduct daily bill reviews while groups are in house including presenting the banquet checks for signatures daily
Post all miscellaneous charges and scanning these items along with the banquet checks to ensure signed back up is on the final invoice
Process Group Bill before and after event including researching billing disputes and submitting adjustments
Understand and be able to process advance deposits in conjunction with group bookings
Attend all pre-convention meetings related to specific group and housing procedures
Be available on the major arrival dates for all assigned groups, including assisting the front desk with any issues that arise regarding group
Communicate weekly with Revenue Managers and Event Managers as to the status of the groups
Work closely with group contacts, maintaining open lines of communication regarding changes in status of each group, i.e. pickup, slippage, cutoff dates, etc
Code documents according to company policies and procedures
Record, store, and/or analyze information using property software
Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes
Organize, secure, and maintain all files and records in accordance with document retention and confidentiality policies and procedures
Complete reports as specified

Lending Services Shared Services Group Executive Resume Examples & Samples

Lead Project Management Office
Lead capital and technology planning efforts including identifying and delivering new business and technology solutions across division
Leverage customer insight to drive customer experience through development of satisfaction scorecards and complaint management process
Create and execute division roadmap for leadership development, communications, training and employee engagement and development
Leading incentive plan governance and administration
Business resiliency planning
Building facilities strategy and management
12 or more years of operations experience in the financial services industry
In-depth understanding and practical application of applicable laws and regulations

Group Executive Assistant Resume Examples & Samples

Executes secretarial and administrative assignments of a complex and confidential nature and relieves senior management of clerical work and minor administrative and business detail as necessary
Keeps official department and other relevant records and executed administrative policies
May prepare memos and correspondence outlining and explaining policies
Collects, compiles and analyzes complex information as required by manager(s)
Assembles budgets and tracking budget expenses and variances
Pays and tracks invoicing
Performs standard administrative functions such as screening telephone calls, opening mail, scheduling appointments and maintaining the calendar, setting up the office filing system and coordinating meetings (large, complex, internal or external.)
Interfaces with a variety of senior management across organizations and with external customers
May direct the work of others
5 - 8 years of directly related experience without a degree or 2 years of directly related experience with a degree
Knowledge of business and technical vocabulary
Familiarity with standard concepts, practices and procedures within particular field
Ability to employ basic reasoning skills
Knowledge of computer software such as word processing, spreadsheet, presentation, database programs
Knowledge of organizational operations and procedures
Ability to communicate (verbally and written) with considerable tact and diplomacy
Capable of analyzing complex information requests and determining complex trends
Ability to exercise considerable discretion and independent judgment when making decisions and interacting with clients
Must have a detailed knowledge of organization

Group Executive Resume Examples & Samples

Lead a group of 11 - 15 IPSs who partner in developing and maintaining international-related business of U.S.-based clients with MMBSI bankers located throughout the US. Particular focus on the overseas banking needs of our U.S. clients
Partner with the rest of Treasury Services, Trade and FX and Banking to ensure optimal product delivery, implementation and execution of our products to the MMBSI client and prospect base
Drive revenues and profit while maximizing efficiency for the segment
Partner with regional MMBSI credit executives to ensure the credit quality of the portfolio remains high while meeting the needs of clients and the demands of the marketplace
Assist in the client prioritization and account planning process for all five regions
Budget and financial responsibilities for International MMBSI
The ideal candidate will have at least 10 years of International Banking experience in addition to experience working overseas, with experience doing business in large regional financial centers or in emerging markets countries a plus
10+ years of proven leadership, management, execution and influencing skills. With a demonstrated track record of developing talent and partnering well across boundaries
Takes ownership in managing the business end to end - from origination to product delivery to operations to service
50-75% time spent traveling in order to call on clients and prospects, observe team members activities directly, and connect with internal partners
Demonstrated understanding of the Middle Market business and market dynamics including financial performance, key objectives/challenges and competitive landscape
Strong knowledge and understanding of Commercial Banking's business model, products, and clients
Excellent client relationship skills; successful at delivering the entire firm to the client
Strategic thinker who supports the goals and direction of the firm
Proven credit and portfolio management skills
Ability to partner across lines of businesses and leverage internal resources
Series 24, 63 & 79 registration may be required in addition to meeting FINRA continuing education requirements. (If not currently licensed – must be able to obtain within a specific time frame discussed at offer)