Jacklyn V. Phillips is an experienced executive and personal assistant specializing in administrative support for managing directors and teams in finance and real estate sectors. She has extensive skills in managing travel arrangements, organizing meetings, processing expense reports, and onboarding new employees, with a strong background in various software tools. Her previous roles have provided her with experience in project coordination, documentation management, and maintaining operational efficiency in busy corporate environments.

1. JACKLYN V. PHILLIPS
JacklynV.Phillips@gmail.com / +1 917 882 0670
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MOELIS & COMPANY, NY, NY 10/2015- Present Executive Assistant/Personal Assistant
 Provide support for lead Managing Director for the M&A Sponsor Team
 Provide Administrative support for a team of seventeen (one Vice President, four Associates and twelve Analysts)
 Manage and prioritize a team of seven expense reports on a monthly basis
 Coordinate and schedule internal/external business meeting and arrangements including catering, booking rooms,
sending invitations and assuring appropriate guest names for security purposes
 Manage complex and frequently changing travel arrangements (domestic and international)
 Provide heavy personal assisting to MD and his family.
 Support on weekends and after hours
AMERICAN EXPRESS, NY, NY 4/2014-5/2015 Executive Assistant
 Provided Support for two Vice Presidents
 Ensured timely preparation and processing of expense reports
 Organized internal/external business meetings, making all necessary arrangements including sending
invitations, booking rooms and arranging catering
 Managed all travel arrangements (domestic and international)
 Handled preparation for meetings, including preparing PowerPoint presentations, Excel spreadsheets, handouts,
packets and agendas
 Updated information in eHR and processed attendance and Payroll through Time Data System
 Maintained team SharePoint site
 Onboard new employees which included ordering computers, equipment, and supplies and handling new hire and
transfer paperwork
 Created and maintained team distribution list
CBRE (Serving the American Express account), NY, NY 5/2013-4/2014 Concierge/Executive Assistant
 Provided Support to the head of The American Express Real Estate Division
 Responsible for organizing and maintaining multiple and complex calendars
 Wrote, edited and distributed the bi-monthly newsletter for American Express BlueWork Employees
 Managed several email accounts providing staff members with updates and addressed and resolved employees’
queries
 Oversaw Twelve ‘BlueWork’ floors within the 3 WFC Tower ensuring that all the floors were properly equipped
and operating in a safe and clean environment
 Handled conference room reservations within the Tower for high-level meetings including all catering, audio and
video support requirements
 Coordinated ongoing monthly meetings with floor liaisons to discuss possible or future workplace plans for
environment improvements
 Conducted orientation tours for future and new American Express BlueWork employees
ACCESS STAFFING (Serving the Jones Group Inc. and Rachel Roy Account) NY, NY 2011-2013 Executive Assistant
 Achieved status as an in-demand temporary worker for the Access staffing employment agency throughout the
New York area
 Served in Executive Assistant roles for corporate clients in diverse industries
 Managed calendars, travel and lodging arrangements, database administration, spreadsheet creation, financial
reports, meeting scheduling and expenses/PO tracking
METROPOLIS GROUP, INC., NY, NY 2/2008-8/2009 Executive Assistant/ Project Coordinator
 Provided support to the CEO and Vice President
 Responsible for preparation and tracking of permits for various large-scale construction projects in New York City
 Accountable for all documentation regarding inspections, drawings, liability coverage, and workers’ compensation
 Interacted with representatives, architects, builders, and top-level executives from the Department of Buildings and
provided them with updated status on permits, liabilities, and legal processes
 Managed a team of three company field representatives and was responsible for all paperwork and filings
submitted to the Department of Buildings
 Administered and supervised projects as Head Coordinator during immediate manager’s extended absence
 Organized special events, travel arrangements corporate agendas and customized itineraries
COMPUTER SKILLS
Microsoft Word, Excel, Outlook, PowerPoint, Financial Edge, Foxpro, Go File Room, Creative Solutions
Accounting, Go Systems Tax, Chief, RESERVE, Ariba, Salesforce, Workday, ADP and Concur