Experience

New Ecology, Inc.

• United States
• Environmental Services
• 1 - 100 Employee

• Administrative Assistant

  • Sep 2015 - Present



Wellington Management

• United States
• Investment Management
• 700 & Above Employee

• Administrative Assistant

  • 2004 - 2015

  • Administrative Assistant for Partner, handling calendar management, travel arrangements, and confidential information.• Simultaneously supported manager of five-person sub-advisory marketing group and client marketing specialist.• Coordinated logistics for group's large client meetings.• Served as client resource for information and, when appropriate, action when manager was on the road. • Managed firm's Red Sox season tickets, prioritizing client and partner/associate use and organized lottery for employees' use.



Professional Staffing Group

• United States
• Staffing and Recruiting
• 1 - 100 Employee

• Secretary

  • 2002 - 2004

  • Worked for clients of staffing firm, including Pioneer Investments and Massachusetts Board of Higher Education.• Assisted with product launch, proofread marketing materials, created and maintained spreadsheet to track status of dealers, coordinated mailers to dealers, and generated reports from sales reporting system.• Made travel and meeting arrangements, typed correspondence, prepared expense reports, and ordered office supplies. • Worked for clients of staffing firm, including Pioneer Investments and Massachusetts Board of Higher Education.• Assisted with product launch, proofread marketing materials, created and maintained spreadsheet to track status of dealers, coordinated mailers to dealers, and generated reports from sales reporting system.• Made travel and meeting arrangements, typed correspondence, prepared expense reports, and ordered office supplies.



Segal

• United States
• Human Resources Services
• 400 - 500 Employee

• Senior Compliance Specialist

  • 1987 - 2002

  • Researched and applied laws and IRS/DOL regulations to both pension and health and welfare plans.• Wrote plan documents, amendments, and communication materials that explained plan features to participants.• Worked with plan administrators to resolve participants'​ problems.• Consulted with clients' legal counsel on interpretation of plan documents and QDROs (qualified domestic relations orders).• Reviewed work of compliance specialist, acted as mentor.• Made presentations to colleagues and clients.