Ileana Vargas is a senior administrative assistant with over 26 years of experience in the financial industry. She has held roles supporting managing directors, directors, and other professionals at Citi Private Bank and other financial institutions. Her resume highlights her skills in areas like executive scheduling, expense report preparation, file management, meeting coordination, and travel planning. She also has experience as a sales associate at Walmart and as a patient care assistant.
1. ILEANA VARGAS
1441 Union Turnpike, Unit A-5, North Bergen, NJ 07047
Mobile: 1 (201) 686-3976
Email: ileana.vargas@verizon.net
PROFESSIONAL PROFILE
Qualifications Summary
Diligent, detail-focused Senior Administrative Assistant with 26 plus years of progressive experience in the financial industry with fast-paced environment and
interpersonal skills. Confident and willing to interact with individuals at all levels. Capabilities include:
PROFESSIONAL SUMMARY
Walmart at WirelessNorth Bergen, NJ 2014 - Present
Sales Associate
Clean inside Connection Center.
Help in troubleshooting smartphones.
Open/close wireless and prepare register.
Product and Services (prepaid, postpaid and two-year service contract with various carriers).
Reconcile the wireless phone inventory log and zoned department.
CaregiverNorth Bergen, NJ 2012 - 2013
Patient Care Assistant
Appointments, doctor’s visit, medications, medical supplies, etc.
Cared for an elderly patient with dementia and bipolar disorder.
Entertainment – Senior Day Care.
Finance and transportation.
Grocery and meals.
Citi Private BankNew York, NY 2004 - 2012
Latin America Client Solutions - Senior Administrative Assistant
Provided support for 2 Managing Directors, 1 Director, 3 Investment Counselors, 7 LAB and 1 Sale
Distinguished and experienced Administrative Assistant with 10+ years experienced supporting the Latin America line of business for Citi Private Bank.
Collaborated with Investment Counselors on all preparation of travel for client meetings and visits for Ultra High Net Worth clients, which included travel
arrangements, extensive expense report reimbursements, and necessary binding of books and marketing materials that were frequently required in large
volumes.
Logged and reviewed expense reports for Bankers ensuring accuracy and delivered expense reports to designated T&E approver by specified deadline.
Enforced all Expense Policy Management procedures.
Coordinated meetings for Product Launch and Latin America Investment Briefing. Discussed with Director logical order of upcoming meetings for Product
Manager. Organized all logistics including facilities, meals, equipment, technical setup and support, presentations and materials distribution. Ensured
grid of all upcoming Product Launch meetings was up-to-date. Performed data entry of audio conference via Outlook and SharePoint Calendar. Added
new investment accounts to SharePoint ADV system. Updated Outlook invitation template invites and emailed to Director for upcoming conference calls’
announcements.
Provided Administrative back-up support for Department Head of Latin America Client Solutions and Chief Investment Officer of New York Investment
Center.
Reserved extensive audio/video conference for Latin America monthly meetings.
Accomplished implementation of special projects within 3 weeks, which was 75+% less time than projected deadline of 30 days.
Provided Administrative back-up support for Supervisory Principal team. Monitored incoming and outgoing faxes, ensuring timely processing/distribution.
Reviewed outgoing and incoming correspondence, UPS/Fed-Ex packages, decks and proposals dealing with Investment products. Printed manual summary
and forwarded for review and approval.
PROFESSIONAL EXPERIENCE
Answered, screened and directed telephone calls; and handled general inquiries.
Distributed mail, send out overnight packages as requested.
Maintained office equipment, helped in troubleshooting machines and arranging for needed repairs. Instructed managers and staff on use of
equipment.
Managed and maintained records/client’s files for yearly audit ensuring accuracy, and provided storage and disposal of files ensuring system was up-to-
date with easy accessibility to files.
Monitored inventory and ordered office supplies.
Photocopied, scanned, faxed and maintained department vacation calendar.
Prepared expense reports and follow-up and resolve any discrepancies.
Processed invoices ensuring payments were accurate and received by vendors in a timely manner.
Scheduled meetings and responded to inquiries via Outlook for Managing Director, Director and various staff members.
Continuation
Calendar Management
Computer Literacy
Executive Scheduling
Expense Report Preparations
File and Records Management
Internal/External Customer
Meet and Greet Customer
Meeting Coordinator
Office Equipment Coordinator
Time and Attendance Management
Travel Planning
Word Processing
2. ILEANA VARGAS Page 2
Advantage Human Resourcing
Citigroup Private BankNew York, NY 2001 - 2004
Latin America Region - Administrative Assistant
Provided support for 5 Investment Counselors
Distributed mail, send out overnight packages as requested. Maintained department vacation calendar.
Ordered supplies and answered/monitored phones for the entire team. Prepared expense reports and follow-up and resolve any discrepancies. Produced
color/bound presentations for many of the counselors within the group in addition, even people from other regions.
Provided Administrative back-up support for department Head of Latin America.
Reserved air/hotel/car for domestic and international travel
Citigroup Private BankNew York, NY 2000 - 2001
Latin America - Portfolio Coordinator Assistant
Provided support for 2 Portfolio Counselors
EMPLOYEMENT HISTORY
Citibank, NANew York, NY
1991-1999 Real Estate/Structured Products Financial ControlNew York, NY, Administrative Assistant provided support for 10 Managers
1990-1991 Group Real Estate Office Long Island City, NY, Administrative Assistant provided support to 6 Managers
1989-1990 U.S. Card Products VIP Services New York, NY, Administrative Assistant provided support for 2 Managers
1985-1989 Individual Bank Sector Financial ControlNew York, NY, Secretary provided support for 10 Managers
1981-1985 Corporate Reporting Financial ControlNew York, NY, Secretary provided support for 12 Managers
Siebel Mohr AdvertisingNew York, NY
1980-1981 Secretary/Receptionist provided support for 2 Copywriters
Daniel and Charles AdvertisingNew York, NY
1978–1979 Secretary/Receptionist provided support for 4 Copywriters
PROFESSIONAL SKILLS
VOLUNTEER
2006 New York - Habitat for Humanity, Construction/Rebuild New Homes
1999-2011 New Jersey - Board of Director, President/Treasurer
Arbitrated any homeowner’s with problems or complaints.
Analyzed of expenses and utility usage, highlighted where saving can occurred. Collected two months of working capital (new owners), all maintenance
fees from owners and deposited checks to the Associations’ account. Initiate collection procedures against delinquent owners and coordinate with
attorneys to seek legal remedies (lien, judgment, etc.). Maintained records of accounts payable and receivable. Prepared budget for upcoming year.
Processed all bills and invoices for payments, including government fees, cleaning, and building supplies. Prompt replied to mortgage company
questionnaires for new buyers and refinancing. Reviewed invoices and bank statements for discrepancy.
Coordinated, prepared, and distributed letters for upcoming quarterly or annual meetings. Filed all common Association materials, included municipal and
State of New Jersey annual building registration forms.
Interviewed management companies, hired, supervised, and terminated, when necessary, of all common area trades. Negotiated and supervised of all
contractors before, and after completion. Periodic on-site inspection and walk through of property. Supervised of maintenance and repairs, indoor, and
outdoor cleaning, and snow removal.
Supervised of violation abatement and met with Elevator and Bureau of Housing Inspectors.
EDUCATION
1978 Jane Adams Vocational High School, Bronx, New York
References Available Upon Request
Accountability/Dedicate/Loyalty
Banking Systems-Web T&E, Marketplace, P2P, Virtual Request
Bilingual-English and Spanish
Decision-Making
Develop Professionalism
Drive/Interpersonal/Leadership/Teamwork
Managed confidential materials with utmost discretion
Microsoft Office-Word, Excel, PowerPoint, Outlook
Proactive/Multi Task
Product and Services
Resilience/Stress Tolerance
Self-Motivate
Time Management (Organize and Prioritize)