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    Paul Klenk EA Resume

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    paulklenk
    Paul Klenk has over 20 years of experience working in administrative and executive assistant roles for companies in finance, technology, and consulting. His experience includes providing support to C-level executives, managing calendars and meetings, assisting with personal matters, producing reports and presentations, and coordinating travel. He has strong computer skills including Microsoft Office, databases, and various financial software.

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    Paul Klenk EA Resume

    Uploaded by

    paulklenk
    788 views2 pages
    Paul Klenk has over 20 years of experience working in administrative and executive assistant roles for companies in finance, technology, and consulting. His experience includes providing support to C-level executives, managing calendars and meetings, assisting with personal matters, producing reports and presentations, and coordinating travel. He has strong computer skills including Microsoft Office, databases, and various financial software.

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    Paul Klenk has over 20 years of experience working in administrative and executive assistant roles for companies in finance, technology, and consulting. His experience includes providing support to C-level executives, managing calendars and meetings, assisting with personal matters, producing reports and presentations, and coordinating travel. He has strong computer skills including Microsoft Office, databases, and various financial software.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    788 views2 pages

    Paul Klenk EA Resume

    Uploaded by

    paulklenk
    Paul Klenk has over 20 years of experience working in administrative and executive assistant roles for companies in finance, technology, and consulting. His experience includes providing support to C-level executives, managing calendars and meetings, assisting with personal matters, producing reports and presentations, and coordinating travel. He has strong computer skills including Microsoft Office, databases, and various financial software.

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    PAU L K L E N K

    paulklenk@gmail.com 212.300.7345 May 11 present; AXION LLC NEW YORK, NY and Feb. 08 Aug. 00 Report to the Managing Director for short- and long-term temp jobs. Assignments include:
    VANDERBILT AVENUE ASSET MANAGEMENT

    Executive/Personal Assistant to the CEO (temporary) Supported the President & CEO with business and personal matters. Responsible for phones, email, calendar, bill, shopping, research, banking, and correspondence.
    ALLIANCEBERNSTEIN

    Assistant to the Vice President & Counsel, Legal and Compliance (temporary) Responsible for tracking employee trades and brokerage accounts for compliance, as well as additional administrative support during a maternity leave. Mar. 10 Mar. 11 MORGAN STANLEY NEW YORK, NY Office Manager/Administrative Coordinator, IDEAS Practice Area Division Coordinate office assignments and IT on-boarding for new employees and consultants. Organize office space, and requisition new computers and software based on hiring projections by multiple Executive Directors and the Managing Director. Obtain spending approvals for equipment and services, and track estimates vs. actuals. Performed day-to-day office management, and coordinate building and trade services on behalf of the division, including telephones, supplies, repairs, remodeling, and security. Oct. 05 May 07 CITIGROUP NEW YORK, NY Executive Assistant to the Chief Credit Officer/Managing Director, Global Markets Provided heavy calendar support to the Director; scheduled and coordinated meetings and reviews, including teleconferences in the U.S., Asia and EMEA. Constant attention to the calendar required. Collected and organized meeting materials. Managed heavy email correspondence. Exercised discretion with confidential and personnel matters high in the organization. Booked car, rail, air, and hotels; created itineraries and expense reports. Reviewed staff expense reports for policy compliance before MDs approval. Personal Assistant duties, including non-company travel, errands, research, social invitations, and assistance in planning private events. Filed medical reimbursements, scheduled doctor and other personal appointments. April 04 Nov. 04 BASSINI PLAYFAIR NEW YORK, NY Personal Financial Assistant to Managing Partners (temporary) Assisted the founding partner with personal financial matters, encompassing U.S. and foreign bank and brokerage accounts, investments, and taxes for himself and his family. Called in trades to brokers and verified them with trade tickets. Booked all transactions and financial events in Axys/Advent to generate realized gain & loss reports, portfolio appraisals, cash ledgers, and transaction histories for use in tax return preparation. Produced weekly valuation, cash flow, and performance reports of all holdings and investments to both founding partners. Managed medical reimbursements and monitored family accounts. Personal Assistant duties, including meal service, errands and shopping.

    Nov. 03 April 04 ADECCO/US TRUST NEW YORK, NY Private Banking Assistant / Loan Auditor (temporary) Supported three private bankers and their clients during a maternity leave. Assisted with everyday banking transactions, including opening of new accounts, due diligence, fund transfers, deposits, overdraft control, and new mortgage and loan documentation. Performed loan audits in preparation for a formal audit. Rewrote audit checklist to include more precise and relevant audit criteria. Documented audit procedures for use by others. Jan. 00 Nov. 02 RENAISSANCE TECHNOLOGIES NEW YORK, NY Executive Assistant to the Marketing Director & CFO Assisted investors for the Marketing Director. Produced monthly fund performance and client reports. Supported the CFO during a maternity leave. Assisted U.S. and international clients with new investment subscriptions, wire transfers, account inquiries and meeting requests. Updated marketing materials for the Director. Reported biweekly fund performance and portfolio analysis to investors. Maintained client contact information, investment profiles, and fund history. Updated marketing materials in Microsoft Excel and PowerPoint using company scientists fund data. Helped build and populate a robust Access database of client investment information. Managed travel, itineraries, and expenses reports for the Director and CFO. Aug. 99 Nov. 99 HYDRAWEB TECHNOLOGIES NEW YORK, NY Executive/Personal Assistant to the CEO Provided administrative support to the CEO & company founder, inventor of a routing device for Internet server requests. Managed the CEOs calendar and phone in a fast paced start-up environment. Personal Assistant duties: Meal service, shopping, errands and family events. Took meeting minutes and assisted in the follow-up of deliverables. Sept. 97 July 99 COGENAMERICA MINNEAPOLIS, MN Executive Assistant to the CEO Direct administrative support to the CEO (an energy lawyer), including heavy Dictaphone transcription and revision of legal documents using Microsoft Word. Sent press releases to wire services and shareholders; maintained contact information. Assisted the office manager and corporate secretary. EDUCATION Bemidji State University, Bemidji, MN. Liberal Arts scholarship; some graduate-level coursework. Excelled in music, drama, English, literary criticism and languages. Created advertising and graphic design using desktop publishing for university events. Secretarial Calendar and meeting management, agendas and minutes, travel, expenses, telephone support, email management, file management, data protection, office management, supplies, mail and copy services. Supervision of junior administrative staff. Computer Advanced abilities on both the PC and Mac; Microsoft Word, Excel & PowerPoint; database management; high Internet literacy. Experience with Access, Outlook, ACT!, Concur, Office 2007, Quark, Publisher, PageMaker, Advent/Axys. Communications Exceptional writing skills, document production, editing, desktop publishing, research and fact checking, and interpersonal communication. Have had five short pieces published by The New York Times.

    SKILLS

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