Experience

SVN | Parsons Commercial Group | Boston

• United States
• Leasing Non-residential Real Estate
• 1 - 100 Employee

• Executive Assistant | Notary

  • Apr 2016 - Present

  Support the President and CEO to help implement and maintain systems, ensuring needs are met within the company's portfolio; work closely with the PCG Development team and outside vendors on the company's residential development ventures; plan company functions; order/schedule for various meetings; Research and documentation and other projects and tasks on an as-needed basis. Support the President and CEO to help implement and maintain systems, ensuring needs are met within the company's portfolio; work closely with the PCG Development team and outside vendors on the company's residential development ventures; plan company functions; order/schedule for various meetings; Research and documentation and other projects and tasks on an as-needed basis.



Anchor Wealth Management

• Marlborough, MA

• Office Manager / Assistant / Notary

  • Aug 2005 - Apr 2016

  A private wealth advisory practice of Ameriprise Financial Services, Inc. Support PWA/Owner of Company with a client base of 250+ Oversee daily work of 1 office admin and guide/direct office interns, prepare FP renewals, update spreadsheet and track annual payments; schedule client appointments; prepare for client meetings by printing reports and required paperwork; work closely with our Home Office an any issues that arise; process paperwork for client accounts; accounts payable, payroll, reconciling bank account; coordinate seminars/events, decide location/time, create invites; keep client accounts updated, keep product literature/disclosures up to date ; maintain advisor licensing; purchase supplies for office; scan all paperwork for a paperless office; handle client calls Show less



Family Care

• Family Care

  • Sep 1997 - Aug 2005



Raytheon Company, Electronic Systems

• Administrative Secretary

  • Jul 1989 - Sep 1997

  to Marketing Manager of International Air Traffic Control Support Marketing Manager and four other marketing personnel Handle international travel arrangements; prepare extensive expense reports; type reports, letters and memos from dictaphone or rough copy; schedule meetings, conferences and seminars; coordinate special functions for international visitors; prepare packages for shipment; interrelate with all levels of management on a daily basis; follow proper procedures for getting required signatures in a timely manner; create and maintain large filing system on foreign countries Show less



Raytheon

• United States
• Defense and Space Manufacturing
• 700 & Above Employee

• Administrative Secretary

  • Jul 1989 - Feb 1991

  Performed administrative duties supporting four at upper management levels Prepared presentations to include variety of formats including graphs and charts; created and maintained large spreadsheets; typed audits for approximately 50 facilities; tracked company-wide energy usage on monthly basis; prepared local, travel and group expense reports; monitored yearly travel budget for four principals; processed invoices, subscriptions, check requests and purchase orders Performed administrative duties supporting four at upper management levels Prepared presentations to include variety of formats including graphs and charts; created and maintained large spreadsheets; typed audits for approximately 50 facilities; tracked company-wide energy usage on monthly basis; prepared local, travel and group expense reports; monitored yearly travel budget for four principals; processed invoices, subscriptions, check requests and purchase orders