Mid-Level Executive Assistant - Wealth Management
Open to offersNew to PlatformAngelica B. is a seasoned Executive Assistant and Operations Manager with over eight years of dedicated experience in supporting C-level executives across diverse industries including wealth management, e-commerce, and finance. Presently serving at LexION Capital Management LP, she provides high-level operational and administrative support to the CEO, utilizing tools like ClickUp and Advyzon to streamline project workflows, manage team priorities, and ensure regulatory compliance. Her expertise extends to full-cycle recruitment, training, and mentoring new hires, crucial for maintaining robust operational standards. Angelica meticulously manages client relationships, ensuring accurate processing of management fees and the generation of insightful investment reports. Her adept use of Microsoft Office, Google Workspace, and DocuSign underpins her ability to handle confidential client requests with exceptional service standards. Additionally, her experience in project coordination and workflow optimization is evidenced by her contributions to companies such as IBM Business Services Inc. and other roles within the academic and recruitment sectors. Angelica's educational foundation in Computer Science from Bicol University Polangui Campus complements her technical prowess and systematic approach to managing intricate business operations.
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