1. ROBERT H GORDEN
3184 Monticello Place, Orlando, FL H: (917) 757-9160 robgorden71@gmail.com
Executive administrative support professional offering versatile office management, planning and marketing
skills.
Excellent communication skills
Executive and Administrative Support
Pleasant demeanor
Dedicated team player
Database & Records Management
Results-oriented
Strong interpersonal skills
Event planning
Trust Administrative Officer, 06/2009 to 09/2014
US Trust / Bank of America – New York, NY
Interacted routinely with Trust Officer and clients.
Engaged with clients regarding financial needs.
Assisted Trust Officer with all trust duties.
Introduced new products for clients with Trust Officer.
Monitored clients accounts, communicate with client and adjust accounts when appropriate.
Prepared discretionary requests for clients.
Transferred funds per client request.
Communicated with clients regarding account queries.
Managed account income and principal overdrafts while maintaining the integrity of trust documents and
compliance with the firm.
Perform general duties such as create letters, organize files etc.
Proactively researched client history in order to stay compliant with firm's KYC policy.
Directed administrative functions for Trust Officer and Portfolio Managers when appropriate.
Located and attached appropriate files to incoming correspondence requiring replies.
Frequently used word processing, spreadsheet, database and presentation software.
Reconciled and processed expense reports for the Trust Officer.
Maintained an internal client filing system.
Executive Assistant/Office Manager, 09/2002 to 06/2009
US Trust – New York, NY
Interacted with Senior Executives of US Trust and clients.
Edited and finalized client account opening documents with multiple changes.
Worked on and/or corrected formatting and other issues in Word documents.
Handled, edited, and responded to client correspondence.
Maintained and coordinated Outlook calendar for managing director, was proactive at mitigating
scheduling conflicts.
Scheduled meetings and travel arrangements.
Answered and responded to telephone calls and forwarded as appropriate.
Produced and maintained expense reports for entire department.
Answered phones, organized files Monitored department and executive printers providing maintenance
when necessary Kept stock, maintained and ordered department supplies.
Created account gain/loss reports.
Developed and maintained an alert system for upcoming deadlines on incoming requests and events.
Greeted clients and directed them to the appropriate meeting destination.
PROFESSIONAL SUMMARY
SKILLS
WORK HISTORY

2. Processed travel expenses and reimbursements.
Assisted with team building initiatives and overall support for maintenance of organizational culture and
employee morale.
Distributed department-wide announcements, booked conference rooms and coordinated catering for staff
functions.
Located and attached appropriate files to incoming correspondence requiring replies.
Frequently used word processing, spreadsheet, database and presentation software.
Developed and maintained an internal client filing system.
Assistant to Venue Event Coordinator, 08/2010 to 07/2014
Soho Arthouse – New York, NY
Marketed venue to prospective clients with Venue Event Coordinator.
Prepared venue for all events with Venue Event Coordinator.
Acquired supplies necessary for events.
Performed required duties specific to event, tend bar, perform characters etc.
Monitored venue during event.
Administrative Assistant-Consultant, 06/2002 to 09/2002
Miramax Films – New York, NY
Performed general administrative duties with Traffic Department.
Logged all film scores and music owned by Miramax Films.
Delivered contracts, documents and legal materials to President of Miramax Films.
Compliance Department Secretary/Assistant to the Office Manager, 06/1999 to 05/2002
Republic New York Corporation / HSBC – New York, NY
Provided administrative support for Department Office Manager, Senior Executives and ten Officers.
Prepared, typed and edited correspondence and memos using advanced features in Word.
Organized and distributed incoming mail, overnight correspondence, messenger packages, and hand
deliveries.
Performed administrative duties, data entry on Excel and Access.
Created and maintained compliance file systems.
Fielded Executive Vice President, Vice President, Office Manager, and Compliance Officers' telephone
calls.
Filed, faxed, photocopied.
Worked on compliance related projects including creating spreadsheets on Excel Arranged car service for
Executive Vice President, Vice President, and visitors.
Monitored supply inventory.
Created expense reports and filing systems.
Processed travel expenses and reimbursements.
Assisted with team building initiatives and overall support for maintenance of organizational culture and
employee morale.
Directed administrative functions for the directors, principals, consultants and key managers.
Located and attached appropriate files to incoming correspondence requiring replies.
Frequently used word processing, spreadsheet, database and presentation software.
Bachelor of Arts: Theatre, 1995
Salem State College - Salem, MA
GPA: Magna Cum Laude
Magna Cum Laude
3.8 GPA
EDUCATION