Jennifer Diaz_Presentation Of Professional Capabilities Sept 2011
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Jennifer Diaz_Presentation Of Professional Capabilities Sept 2011 Jennifer Diaz_Presentation Of Professional Capabilities Sept 2011 Document Transcript

  • 2011 JENNIFER DIAZ LICENSED NYS NOTARY PUBLIC 10 YRS. EXP.: OFFICE MANAGEMENT & ADMINISTRATION PRESENTATION OFPROFESSIONAL CAPABILITIES Jennifer Diaz Email: jen.diaz@live.com LinkedIn Profile AIM: jendiaz21
  • Table of Contents____________________________________________________________________________________________________________Resume ...................................................................................................... 3Coverletter .................................................................................................. 5Biography ................................................................................................... 7Professional Mission Statement .................................................................. 7Office Management and Administration..................................................... 8Bookkeeping............................................................................................. 10Marketing & Database Management ........................................................ 12References ................................................................................................ 15Thank You ................................................................................................ 15 Click On The Above Headings To Be Redirected To The Corresponding Page! Jennifer Diaz, Presentation of Professional Capabilities 2
  • Jennifer Diaz Tel: (718) 827-0652 E-mail: jen.diaz@live.com____________________________________________________________________________________________________________ September 2011Subject: Consideration for Employment at your Organization Administrative Position - Resume and Cover LetterDear Sir or Madam, Thank you in advance for your time and careful review of my cover letter and resume. Please accept thisletter as an application for consideration of employment at your organization. I aim to acquire a position within a firm that is seeking a competent, sincere and trustworthy individualcapable of making a positive contribution. I offer a solid and diverse background (Non-Profit, Small Businessand Corporate America) that can be drawn upon and applied to any situation or setting. I welcome challenge,responsibility, and the opportunity to make a commitment to your organization. Throughout my 10 years of experience in office management & administration functions, I have alwaysprided myself with providing a high level of service, confidentiality, managing time efficiently and having theability to handle multiple tasks, such as spreadsheets, expense reports, travel arrangements and taking otheractions that compliment an organization’s goals, simultaneously. In my profession there are standards andexpectations – overall, I always aim to go above and beyond the anticipated call of duty. Presentation of Professional Capabilities – Enclosed As an experienced business administration professional, I am confident I can deliver results that willenhance your organization’s platform. As the sole Executive Assistant to Wall Street Veteran, QuintanoDownes, CEO of APB Financial Group, LLC, I was responsible for calendar management, meeting scheduling,coordinating conference calls, and providing the trading desk with administrative support. I also had the honorto have entrusted in me the responsibilities of Client Relations Manager. My aim was to enhance relationshipswith house accounts (Hedge Funds, Investment Managers), encourage customer loyalty, promote repeatbusiness (Trading & Execution: US Equity and Fixed Income) and aid in acquiring new clients. By combiningcreative and technical aspects into my overall approach, I was able to distribute information at great capacitiesand implement an electronic customer relationship management system. This past year at APB, my accomplishments included: 18 Completed RFI/ RFP/ Questionnaires, 16MBE Directed Plan Sponsor and Manager of Managers Program Approvals, Aided with 10 Newly OpenedDVP Client Accounts, Organized 700+ APB LinkedIn Group Members and a Customized CRM Database with40K Industry Firms/190K Contacts. I truly enjoyed strategizing about various marketing initiatives, working onestablishing a business identity, exposing that identity to the investment community, implementing my veryown tactical marketing plan and working with Mr. Downes on innovative products; such as an IndependentResearch Platform with 15+ Providers and a Capital Introduction Program as significant value-add offerings toactive and prospective clients. Jennifer Diaz, Presentation of Professional Capabilities 3
  • Prior to joining APB, as Senior Executive Assistant to Wall Street Hall of Famer, Patricia Winans, CEOof MAGNA Securities Corp. for 5 years, I served as a domestic and international gatekeeper for companypersonnel (NY, IL, & UK), clients, and industry executives. At MAGNA, I was responsible for a wide varietyof administrative functions such as arranging overseas and nationwide travel, preparing correspondence, letters,memoranda, reports and handling confidential materials. With a self-starter mentality, I also took upon myselfseveral initiatives in the field of Data Management & eMarketing. I was able to structure a contact databasetailored for the use of an MBE broker dealer firm. My database had a major role in increasing our sales team’sperformance by providing MAGNA’s registered representatives with a complete view of client interactionsacross six trading desks (i.e. Canadian & Asian Equity Desks); this in turn enabled our team to collaborate andrespond promptly and knowledgeably to client inquiries and opportunities. I too had a prominent role in MAGNA’s RFP responses to Plan Sponsors, Consultants and InvestmentManagers. I maintained a knowledge base of ready-to-use RFP content for faster and more efficient turnaroundof answers. I was responsible for making sure our RFP replies remained current, accurate and relevant to eachof MAGNA’s products and services. My knowledge base also allowed me to apply for and maintain companyM/WBE Certifications nationwide (24+ states). eMarketing initiatives included design of MAGNA’s eBrochureand creating highly effective/tracked e-mail campaigns, which were instrumental to reaching out to prospectiveand active clients on a very large scale. Sample Work – Provided Upon Request Thank you very much for your time and careful consideration for employment. I look forward to thepossibility of learning more about your organization and hearing from you in the near future to schedule aninterview at your convenience. Have a pleasant day! Respectfully, Jennifer Diaz Jennifer Diaz, Presentation of Professional Capabilities 4
  • Jennifer Diaz Tel: (718) 827-0652 E-mail: jen.diaz@live.com____________________________________________________________________________________________________________Objective To secure a challenging position within an organization which can benefit from my 10 years of experience in office management and administration functions.EducationPresent CUNY School for Professional Studies, Candidate for B.S. in Business, New York Relevant Courses: Global Business, E-Commerce, Managerial Economics and Corporate Finance2006 Interboro Institute, A.O.S. Degree in Business Administration, Concentration in Accounting, New York Relevant Courses: Accounting I & II, Computerized Accounting, Money & Banking and MicroeconomicsLicenses New York State Notary Public, License No. 01D16193860, Expiration Date: 09/2012Experience06/10-08/11 APB Financial Group, LLC., New York, New York Senior Executive Assistant to CEO - Created presentations, responsible for electronic file maintenance, prepare client letters / correspondence. - Coordinated client meetings & travel arrangements nationwide. - Facilitated special projects as needed. Client Relations Manager - Enhanced relationships with house accounts, encourage customer loyalty, promote repeat business and aid in acquiring new clients for LLC. -Responsible for company-wide RFP/RFI/Questionnaire responses and MBE Certifications. -Established presence in social media/ networks and customized internet CRM database for sales team.01/07-06/10 Magna Securities Corp., New York, New York Senior Executive Assistant to CEO - Answered phones, direct calls, screen emails and took actions where appropriate. - Responsible for maintaining calendar, scheduling meetings, and processing expense reports. - Coordinated domestic & international travel arrangements: car, flight and hotel reservations. eMarketing and Data Management -Developed and implemented strategic e-marketing plan for corporation. -Responsible for website maintenance and design of eBrochure. -Created, executed and tracked highly effective e-mail marketing campaigns. Designed, implemented, evaluated, secured and maintained company database. Jennifer Diaz, Presentation of Professional Capabilities 5
  • 10/05- 01/07 Magna Highlight Capital Management, LLC., New York, New York Bookkeeping and Office Administration -Maintained and recorded business transactions for Wall Street hedge fund. -Balanced ledgers, prepared financial reports and assisted in preparations of audits & tax returns. -Supervised office activities to achieve maximum expense control and productivity. -Developed procedures for office activities, such as filing, record maintenance and mail distributions.11/03-10/05 Maz Mezcal, The Mexican Restaurant, New York, New York Office Management and Marketing -Responsible for the direction and coordination of small business office operations. -Ensured adequate inventory of supplies in accordance with inventory cycles and organizational usage. -Managed bookkeeping by recording daily cash & credit sales and employee tips. -Directed and oversaw organizations marketing objectives and initiatives. -Designed dinner menu, bar menu, wine menu, special party menus, and promotional items.10/98-01/01 El Puente Academy for Peace & Justice, Brooklyn, New York Office Assistance, Clerical Work and Reception -Registered and maintained proper record of incoming participants of non-profit organization. -Assisted in office operations such as sending faxes, answering phones, and taking messages for staff. -Responsible for keeping accurate clientele files and maintenance of office equipment & supplies. -Organized meetings and planned events for the program director.Technical Skills Microsoft Access, Excel, Outlook, PowerPoint, Publisher and Word. Adobe Acrobat Professional and Illustrator. Quickbooks and TaxCut. Sage SalesLogix, Salesforce.com and RFP Machine.Languages Fluent in English and Spanish.Community Affiliations -Member, National Notary Association -Member, American Society of Administrative Professionals -Campaign Mailings & Event Planner Volunteer, Joe Mendola 2009 Campaign for NYC ComptrollerInterests Current Events, Politics, Performing Arts, Social Issues, Wall Street and Technology. Jennifer Diaz, Presentation of Professional Capabilities 6
  • Biography __________________________________________________________________________________________________________ Jennifer Diaz, Office Management & Administration Professional. Ms. Diaz is 27 years old and has 10 years of Business and Office Administration experience. She has worked at various supervisory positions in a diverse array of environments: Non-Profit, Small Business and Corporate America. Ms. Diaz has had extensive practice in providing input to management on the development of office policies and procedures, while simultaneously handling administrative tasks such as expense reports, managing calendars and travel arrangements.Since the inception of her career, Ms. Diaz has had the ability to make crucial decisions and is extremelyproficient in providing marketing and client service oriented solutions. Additionally, she has successfully beenresponsible for planning, organizing, and controlling the clerical aspects of the business, including thepreparation, communication, coordination and storage of data to support important operations of anestablishment.Ms. Diaz has spent the last 6 years in the financial services industry during which she has been employed atAPB Financial Group, LLC and MAGNA Securities Corp. During her role as Senior Executive Assistant to theCEOs of the aforementioned organizations, she has been responsible for coordination with InvestmentManagers and Plan Sponsors and therefore has developed strong and critical knowledge of their respectiveguidelines towards the MBE Broker / Dealers business.Ms. Diaz holds a NYS Notary Public License and an A.O.S. Degree in Business Administration. She iscurrently pursuing a B.S. in Business at CUNY School for Professional Studies. Professional Mission Statement __________________________________________________________________________________________________________ To Protect and Promote The Interests Of The Company, While Complimenting The Work of Industry Executives And Serving The Needs Of Their Clients. __________________________________________________________________________________________________________Strengths: Dream Job Delivers: Determined Advancement Opportunities Loyal Collaborative Environment Persuasive Leadership Opportunities Resourceful Sense of Accomplishment Straight-forward Training / Educational GrowthCurrent Job Status: Reason For Leaving Last Job: Looking for Employment Company Downsized Jennifer Diaz, Presentation of Professional Capabilities 7
  • Office Management and Administration__________________________________________________________________________________________________________Industries: Executive Support: Financial Services: Broker Dealer CEO/ President, US Equity Head Financial Services: Hedge Fund Trader & International Equity Head Small Business: Restaurant Trader, Hedge Fund Manager and Non-Profit: Human Rights Institution Business ProprietorLast Position Level: Department Support: Management: Supervised Executive Offices Administrative Assistant and Marketing Office Manager / Receptionist Accounting / Finance / BookkeepingPosition Roles: Typing Speed: Permanent Assignment 50 wpm Senior Executive Assistant (Financial Services: MWBE Broker Dealer)  Executive Support:  CEO/ President, US Equity Head Trader and International Equity Head Trader  Position Level  Management: Supervised Administrative Assistant and Office Manager  Administrative Tasks Performed for Executives  Answer and Screen Phone Calls  Conduct Internet Research  Compile Materials for and Attend Meetings  Create Presentations  Create Spreadsheets  Electronic File Maintenance  Maintain Hard Copy Records / Files for Executives  Make Travel Arrangements: Local, Regional, National & International  Manage Calendars  Prepare Expense Reports  Prepare Letters / Correspondence  Screen and Respond to Emails  Take and Transcribe Dictation Jennifer Diaz, Presentation of Professional Capabilities 8
  •  Office Administration (Financial Services: Hedge Fund)  Back-up Other Administrative Support Personnel  Collect , Distribute Post Mail / Packages  Event Planning and Scheduling  Maintain Appointment / Meeting Calendar  Maintain Communication with Key Business Contacts  Manage Executive / Company Communications  Manage Switchboards / Answer Phones  Perform Data Entry  Perform Receptionist Duties  Plan Employee Events  Proofread Documents  Oversee Record Management Practices  Set-up / Break-down Conference Room Office Management (Small Business: Restaurant)  Building Management / Landlord Relations  Company Supplies Inventory Management  Manage and Oversee Leased Equipment  Oversee Maintenance of Office Space  Supervise / Manage Office Services and Vendors  Supervise Subcontractors Making Repairs Clerical Work and Reception (Non-Profit: Human Rights Institution)  Confirm and Schedule Appointments  File and Maintain Records  Greet Clients Upon Arrival  Handle Busy Phones  Maintain Lobby / Reception Areas  Provide Information to Visitors  Set-up Voicemail  Sort and Distribute Mail  Transmit Information / Documents Jennifer Diaz, Presentation of Professional Capabilities 9
  • Bookkeeping__________________________________________________________________________________________________________Industries: Software Programs: Financial Services: Hedge Fund QuickBooks Small Business: Restaurant Double Entry System- Computerized Bookkeeping via QuickBooks  Area of Responsibilities in Financial Services: Hedge Fund  Financial Reporting • Financial Statement Preparation and Analysis ♦ Monthly, Quarterly and Year-end Profit & Loss Statements ♦ Balance Sheets • Reporting to Management • Support External Audits  Payables Accounting and Management • Employee Expense Reports ♦ Enter Data into Accounting System ♦ Establish / Enforce Expense Reimbursement Guidelines ♦ Manage Corporate Credit Cards for Accuracy  Verify Accurate / Valid Charges ♦ Verify Receipts • Vendor Management ♦ Vendor Invoices  Enter Vendor Data into Accounting System  Code Invoices with General Ledger Accounts  Review Invoices for Accuracy  Initiate Corrective Actions  Verify Funds Available for Payment  Vendor Payment Processing and Submission  Tax Reporting and Filing Preparation • Assist External Tax Preparers ♦ Prepare Year-end Reports ♦ Comply with Tax Reporting Requirements Jennifer Diaz, Presentation of Professional Capabilities 10
  • • Prepare Responses for Tax Notices  Manage Petty Cash Single Entry System- Daybooks / Journals  Areas of Responsibilities in Small Business: Restaurant  Revenue and Accounts Receivable • Recording Day - To -Day Financial Transactions ♦ Perform Data Entry  Allocating Income into Various Revenue Journals  Sales Receipts and Cash / Credit Payments • Details Entered into Daybooks to Enable Posting to Ledgers • Bring Books to a Trial Balance Stage • Verify Customer Receipts with Order Receipts • Initiate Corrective Actions • Make Bank Deposits Jennifer Diaz, Presentation of Professional Capabilities 11
  • Marketing & Database Management__________________________________________________________________________________________________________Industries: Media Types: Financial Services: Broker Dealer Digital and Financial Services: Hedge Fund Print Small Business: RestaurantPosition Level: Targets: Individual Contributor and Active and Prospect Clients and Managed a marketing team (one End Consumer marketing discipline)Position Work: Marketing Budget: All Creative and Technical Work Under 5K Prepared In-house Brand Management and Advertising  Services and Products promoted by:  Online & Mass Media Advertising Campaigns • In-house Campaign Development and Implementation ♦ Online Media Analysis/ Results Measurement  Targeting Geographical Areas • Determine Strategic Information Regarding Target Audience ♦ Local, Regional, National and International Targets  Direct Calls & Responses  Establishing & Maintaining Corporate and Small Business Identity  Print Media: Brochures / Menus Graphic Design – Windows (Microsoft) Platform  Visual Products Produced or Designed:  Brochures & Newsletters  Logos  Menus  PowerPoint Presentations  Web and Email Graphics  Design Tools: Jennifer Diaz, Presentation of Professional Capabilities 12
  •  Adobe Illustrator & Photoshop  Microsoft PowerPoint & Publisher Lead Generation for Corporate Services  Lead Types:  End User: Existing • Expansion of Business Relationships with Existing Clients  End User: New  Methods for Generating Leads  Execute Email / Direct Mail Campaigns  Lead Follow-ups  Make Outbound Calls and Receive Inbound Calls  Respond to Referrals  Leads Promoted by:  Analysis of Past Web-based Campaign Performances  Cold Calling  Opportunity Identification  Maintaining and Updating Account / Lead Databases  Mining for Data / Information on Industry Executives  Setting-up Appointments for Sales Reps  Weekly Qualified Leads Quota:  1-10 Qualified Leads Market Communications (MarCom) and Database Marketing  Communication Vehicles:  Online (Web/Internet and Email)  Direct Mail  Hard Copy / Print  MarCom Responsibilities  Content & Strategy Development  Database Marketing  In-House Creative Production  Database Management Responsibilities  Access / Security Management  Capacity Planning  Create and Analyze Customer Profiles  Create Data Reports  Database Performance Measurement / Monitoring Jennifer Diaz, Presentation of Professional Capabilities 13
  •  Data Import / Export  Data Modeling  Maintain and Manage Account Database  Perform Data Hygiene  Pull Data for Marketing Campaigns  Use Analytical Software Tools  Database Software Tools:  Sage SalesLogix  Microsoft Access  The RFP Machine (Knowledge Base)  OS Platform Proficiencies  Windows XP Professional  Windows Vista  Windows 7 Marketing Media Buying and Planning  Media Buying Responsibilities  Evaluate Media Cost Estimates  Negotiate Pricing  Present Media Recommendations / Findings to Supervisor  Track Marketing Expenditures  Media Planning Responsibilities  Analyze, Test & Research Media that Would Be Beneficial for Company  Continually Optimize Campaigns Tools to Maximize Lead Generation Marketing Research  Research Conducted  Competitive Intelligence  Database Research  Industry Analysis  Research Methods  Advertising / Communications Effectiveness  Campaign Tracking Studies  Customer Profiling  Database Analysis  Industry Behaviors  Geographic Analysis  Marketing Initiative & Strategy Assessments Jennifer Diaz, Presentation of Professional Capabilities 14
  • References__________________________________________________________________________________________________________ Professional References o Patricia Winans-Korem Chief Executive Officer, MAGNA Securities Corp. and MAGNA Highlight Ltd. Tel.: (407) 797-0499, E-mail: pat@korem5.com o Quintano Downes Chief Executive Officer, APB Financial Group, LLC Tel.: (917) 903-4255, E-mail: qdownes@gmail.com o Eduardo and Maria Silva Proprietor and General Manager, Maz Mezcal, The Mexican Restaurant Tel.: (212) 472-1599, E-mail: mazmezcal@nyc.rr.com Personal References o Susan Brenner Retail Sales Trader, Vice President, Dominick & Dominick LLC Tel.: (212) 558-8864 o Taino Roman Institutional Sales Trader, Vice President, Loop Capital, LLC Tel.: (201) 334-2428, E-mail: romantaino@yahoo.com o Kurt Hutchinson Head Trader, Beckman & Beckman Tel.: (917) 338-1508, E-mail: khutchinson@buckmanbuckman.com o Val Guilford Partner, Park Lane Asset Management E-mail: valiumguy@aol.com Thank You__________________________________________________________________________________________________________ Thank You Very Much For Your Time & Careful Review Of The Enclosed Presentation. I Would Like To Meet At Your Convenience To Discuss A Possible Employment Opportunity. I Look Forward To Hearing From You In The Near Future To Schedule An Interview. Jennifer Diaz__________________________________________________________________________________________________________ Jennifer Diaz, Presentation of Professional Capabilities 15