The document provides a summary of Angela A. Marte's work experience and qualifications. She has over 20 years of experience in administrative and customer service roles in the financial services industry. Her most recent role is as an Executive Administrative Assistant at First Principles Capital Management, where she manages calendars, meetings, travel arrangements, and onboarding. Prior to that, she held administrative roles at Oppenheimer & Co., Caretech Group Inc., Ambassador YellowPages, and Fahnestock & Co., where her responsibilities included customer service, account management, data entry, bookkeeping, and coordinating schedules.

1. ANGELA A. MARTE
136 Dekalb Ave 1st
Fl. (347) 500-7785
Jersey City, NJ 07306 martea966@aol.com
EXPERIENCE:
First Principles Capital Management, LLC April 2014- Present
Executive Administrative Assistant
 Management of calendars, meeting and event arrangements.
 Travel arrangements, expense reports, preparation of reports.
 Answering and screening calls, setting up conference calls
 Onboarding of new employees.
 Ordering and stocking of office supplies, working with vendors.
 Compliance review.
 File, Fax, scan, invoicing, mail, checks
Oppenheimer& Co. Inc.
Administrative Sales Assistant December2004-April 2014
 Coordinate and manage multiple priorities and projects
 Organize and manage accounts for Money Managers retail as well as middle market.
 Update various departments (trading, margin, compliance, management,)
 Organize daily protocol, customer relations, establish new accounts as well as maintain existing accounts,
Institutional accounts, trade posting, commission spreadsheets
 Conduct daily orders, update accounts, memos, correspondence, account updates, account processing,
 Check posting, AR/AP, Liaise with Clientele as well as firms such as Goldman Sachs, Sands Brothers etc
 File, fax, and photo copy, calendars, Coordinate travel arrangements
 Trade corrections, expense reports, and compliance,
Mail, new account packages, messenger service, UPS, FedEx.
Caretech Group Inc. March 2004 – December2004
Customer Service Representative
 Process customer orders
 Invoicing/Invoice entry
 Data Entry
 Assisted in Bookkeeping
 Accounts Payable/Receivable.
 Updatedaily excel spread sheets.
 Maintain Client/Vendor relations, updatedatabase
 Filing, faxing payables/Receivables, deposits, copies
 Liaison between offices
Ambassador YellowPages May 2003- March 2004
Customer Service Representative
 Customer Service duties
 Faxing clients pending ads
 Madefollow up calls
 Tracked packages
 Created weekly excel spread sheets
 Filed and copied
 UPS and FedEx
Fahnestock & Co. Inc. August 1996- February 2003
Administrative Sales Assistant
 Coordinated and managed multiple priorities and projects
 Organized and managed books for Principal as well as 4-7 Money Managers.
 Updated various departments (trading, margin, compliance, management,)
 Organized daily protocols, customer relations, book posting, established new accounts as well as maintained
existing accounts, Institutional accounts, trade posting,
 Conducted daily orders, updated accounts, memos, correspondence, account updates, account processing,
 Check posting, AR/AP, Liaise with Clientele as well as firms such as Goldman Sachs, Sands Brothers etc
 Filed, faxed, and photo copied, calendars, Coordinated travel arrangements

2.  Traded corrections, expense reports, and compliance, etc
 Provided phone coverage for receptionist, handled switchboard, mail, new account packages
received/delivered, messenger service, UPS, Airborne, FedEx.
Jeffrey Borah Attorney at Law November 1996- July 1997
Administrative Assistant
 Performed administrative and secretarial functions and provided discreet Secretarial and Reception Services
 Scheduled appointments and maintained accurate and up-to-date client files
 Provided telephone support
 Investigated and resolved billing problems, worked with workers Comp/No-fault carriers, appeals, collection
 Physician Contact, Insurance Co. contact, translation, dictation,
 Word Processing, Customer Service, follow ups, correspondence, filing, faxing, photo copying, etc.
SKILLS: Microsoft Office Suite (Access, Excel, Money Manager, Great Plains, Check Factory, Order
Track, Outlook, PowerPoint, and Word), CRM, Goldmine, Basic QuickBooks, MS DOS, Label Creator Pro,
BIS System, ILX, Bloomberg, Arc-Soft Photo, Compass. Switchboard, Finet,Insight,
Transcription/Dictaphone, General Accounting, 40-45 WPM. Internet Experience using HTML, website
design, Internet Explorer. Bilingual (English/Spanish) written and verbal.
EDUCATION: FREEPORT HIGH SCHOOL NASSAU COMMUNITY COLLEGE
1991-1995 Diploma Business Economics