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Starbird - Executive Administrative Assistant - Boston, MA, USA

Marilyn Starbird

Boston, MA, USA


Executive Administrative Assistant

Work History

Executive Assistant

Boston Private Bank & Trust Company

From May 2006

• Provide extensive calendar management and administrative support for two Senior Vice Presidents and Chief Credit Officer
• Schedule and coordinate numerous weekly and monthly meetings and events and make all travel arrangements
• Set up and manage weekly bi-coastal video conference calls - order food and beverages and organize materials
• Create agenda and disseminate extensive meeting materials from multiple sources for the weekly Credit Committee and Directors Loan Committee meetings
• Process Residential Mortgage Meeting minutes
• Prepare monthly expense reports and maintain the extensive file system
• Participate in other projects on an ad hoc basis including Excel worksheets and PowerPoint presentations

Executive Assistant

SM Capital Management

March 2005 - May 2006

• Provided administrative support to President/Owner
• Answered and screened incoming calls
• Scheduled meetings and conferences
• Placed trades at State Street Bank and others
• Set up conference calls
• Booked luncheons
• Reconciled monthly bank statements and checkbook

Administrative Portfolio Assistant

Seaward Management

July 2001 - September 2002

• Set up cost basis acquisition date information for the Advent Portfolio Accounting system
• Prepared all agreements for new incoming accounts
• Monitored transfers of securities and cash on new and closed accounts
• Deposited checks, completed transfers and gifts of securities and sold securities where appropriate
• Provided backup assistance for other Portfolio Assistants when on leave
• Supported fellow staff members with administrative duties

Administrative Assistant

LPL Financial Services

March 2000 - July 2001

• Provided administrative assistance for a Senior Vice President and two Vice Presidents
• Set up travel arrangements for incoming clients; confirm flights, limo pick-up and drop off • Booked luncheons and meetings, coordinated in-office breakfasts and luncheons, made dinner reservations for managers and potential clients
• Greeted incoming clients and set daily agendas

Research Assistant

Loomis, Sayles & Co

July 1996 - March 2000

• Provided assistance for four analysts
• Read the Wall Street Journal daily and cut out appropriate articles that were necessary for two analysts
• Kept files for two of the analysts up-to-date via Bloomberg and Research Direct
• Arranged for monthly conference calls, attended company luncheons and set up in-house meetings with analysts

Loomis, Sayles & Co.,
Administrative Assistant
• Supported the Senior Executive Vice President/Managing Partner
• Answered phones, took messages, booked meetings, opened and distributed mail
• Completed monthly and quarterly letters
• Assisted portfolio assistants with bank statements, bank reconciliations, and other necessary tasks

Qualifications & Certifications

University of Massachusetts

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