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Agar Espada

Relationship Specialist at Affinity Federal Credit Union
Intro Book
Seasoned administrative professional with 25+ years of experience in supporting executives and teams.
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Location
Edison, New Jersey, United States, US
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Bio

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Agar Espada is a seasoned administrative professional with over 25 years of experience in providing exceptional support to executives and teams in various industries, including finance and investment. She has a strong background in managing standardized filing systems, liaising with clients and investors, and supervising office staff. Throughout her career, Agar has demonstrated her ability to work in fast-paced environments, prioritize tasks, and maintain confidentiality. Her education from Rutgers University - Douglass College has provided her with a solid foundation in administrative skills.

Experience

  • Affinity Federal Credit Union
    • New Brunswick, New Jersey, United States
    • Relationship Specialist
      • Jun 2021 - Present
      • New Brunswick, New Jersey, United States

  • Affinity Federal Credit Union
    • New Brunswick, New Jersey, United States
    • Relationship Specialist -Temporary
      • Sep 2019 - Jul 2020
      • New Brunswick, New Jersey, United States

  • Blenheim Capital Management, LLC
    • New York, New York
    • Executive Administrative Assistant
      • Nov 2007 - Nov 2018
      • New York, New York

      • Primary driving force that provided clerical/secretarial support for the Managing Directors (COO, CFO), Chief Compliance Officer and Legal Counsel; organized files to ensure quick retrieval for authorized personnel and entrusted to maintain e-file original documents pertaining to legally-binding agreements.• Set the standard in managing standardized filing system for insurance policies, broker/trader agreements, investment and accounts payable (AP) documents that improved department processes.• Provided critical oversight in producing/activating agreements required for the execution of trades on the commodities/stock exchanges. (FIA Tech system)

  • BNY Mellon Financial Services
    • Somerset, New Jersey
    • Shareholder Services Representive
      • 1999 - 2007
      • Somerset, New Jersey

      • Liaised with banks, selling agents, general partners, clients and investors during review process of documents to ensure adherence of investment procedure requirements for private placement funds. Facilitated redemption/transfer/addition requests and new subscription agreements.• Proactively worked alongside accounting and treasury personnel to direct issuance of confirmation on assets/liabilities and verify receipt of funds while generating monthly activity reports that tracked transactions to expedite inventor’s due diligence with ongoing monitoring.• Maintained a consistent flow of communication with investors, selling agents/partners, banks and clients to share vital information and issue formal certification notices regarding investors’ capital holdings.

  • Blenheim Capital Management, LLC
    • Somerset, New Jersey
    • Administrative Assistant
      • 1986 - 1999
      • Somerset, New Jersey

      Administrative Assistant to Chairman • Interfaced with officers, directors, department heads, shareholders and investors.• Handled high-level corporate/confidential correspondence; assisted in setup of board meetings and events.Administrative Assistant to President • Researched and implemented the Company Employee Handbook and Comprehensive Company Benefits Manual.• Supervised office support staff, conducted staff meetings; interviewed, hired, released, evaluated.

  • Johnson & Johnson International - Latin America Division
    • New Brunswick, New Jersey
    • Executive Secretary
      • 1981 - 1986
      • New Brunswick, New Jersey

      Executive Secretary to Vice President, Latin America

Education

  • Rutgers University - Douglass College
    Bachelor of Arts - BA

Suggested Services

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Industry Focus. “Executive Office”

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