Jasmine Joshi
Navi Mumbai
Summary
Professional with extensive experience in executive support and office management. Adept at coordinating schedules, managing communications, and handling confidential information with discretion. Strong focus on team collaboration and achieving high-impact results. Known for adaptability, reliability, and exceptional organizational and multitasking skills. Proficient in calendar management, travel arrangements, and project coordination, ensuring seamless operations in fast-paced environments.
Overview
17
17
years of professional experience
Work History
Sr. Executive Assistant to SMD,Head of RWMDCT Team
TIAA
05.2019 - Current
- Managed schedules, events and travel plans for conferences, meetings and seminars, as well as domestic and international trips for the SMD.
- Processed travel expenses and reimbursements for the SMD and senior management group.
- Managed complex calendar scheduling with focus on proper allocation of executive availability.
- Contributed to smooth business operations by planning and organizing meetings and conferences.
- Managed travel itineraries and logistics for accommodations for over 8 US visitors.
- Developed strong relationships with internal departments to facilitate cross-functional collaboration on key initiatives driven by senior leaders.
- Maintained professionalism while handling sensitive information by adhering to strict confidentiality protocols at all times.
- Prepared meeting agendas and itineraries for high profile visitors.
- Assisted senior management with major initiatives and projects.
- Streamlined executive schedules by managing appointments, meetings, and travel arrangements to ensure smooth daily operations.
- Created expense reports, PR/PO & Invoicing activities for our BU.
- Managed executives' complex and frequently changing travel arrangements and coordinated pre-planning of trips.
- Distributed company-wide announcements, booked conference rooms and coordinated catering for annual offsites, events.
- Coordinated complex annual meeting involving multiple presenters, high number of global attendees and robust budget encompassing livestream production, remote location arrangements and senior executive accommodations.
- Optimized time management practices with the creation of comprehensive itineraries for executive travel plans both domestically and internationally.
- Maintained daily appointment calendars for president and executive vice president.
- Provided administrative support to senior leadership and members of executive board while maintaining confidentiality.
- Coordinated and executed special projects.
- Facilitated successful events by coordinating logistics, vendor relations, and guest accommodations for high-level corporate functions such as Annual Day, Family Day.
- Assisted with team building initiatives and overall support for maintenance of organizational culture and employee morale.
- Scheduled annual offsite visits with top national and international executives.
- Enhanced communication between executives and staff by acting as a liaison and promptly addressing issues or concerns.
- Represented executive by attending meetings in executive's absence.
- Handled confidential and sensitive information with discretion and tact.
- Used advanced software to prepare documents, reports, and presentations.
- Coordinated events and worked on ad hoc projects.
Secretary to the CEO - General Insurance Group
Edelweiss General Insurance Company Limited
05.2017 - 04.2019
- Manage effective communication on behalf of CEO’s office
- Raising Purchase Requests for vendors
- Expense management (Internal Finance Team)
- Invoice validation and submission in system
- Employee Engagement:
- Organizing monthly employee engagement events
- Organizing Rewards and Recognition
- Festival celebrations for all employees
- Travel management – for CEO and Stakeholders
- Calendar management
- Handled sensitive information discreetly, maintaining confidentiality when managing personnel files or financial data.
- Visitor Management – Manage travel logistics for Stakeholders visiting India from different locations
- Assistance with planning sessions – room scheduling, material production, arrangement for catering (if needed)
- Room booking, arranging tele / video conference facilities as required
- General office administration including filing, photocopying
- Other ad hoc duties that arise on a day-to-day basis
- Responsible for administrative duties, such as co-ordination of administrative/departmental procedures, and distribution/collection of information
- Organize Townhalls / Annual Meets
- Prepare reports / presentations on behalf of the CEO
Executive Assistant to 3 Executive Directors and 4 VPs for the Corporate Investment Bank – Chief Accounting Office Team
JP Morgan Services India Private Limited
04.2008 - 05.2017
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
- Maintained confidentiality with sensitive documents, ensuring proper storage and distribution as needed.
- Processed travel expenses and reimbursements for executive team and senior management group.
- Served as a liaison between departments to facilitate effective communication throughout the company.
- Organized and coordinated conferences and monthly meetings.
- Managed office inventory, tracking supplies and placing orders to ensure smooth daily operations.
- Coordinated events for staff members, promoting team-building activities and boosting morale within the workplace.
- Prepared and edited presentations on behalf of executives for both internal meetings and external conferences.
- Contributed to budget management by monitoring expenses and providing detailed expenditure reports regularly.
- Business Continuity Plan Co-Ordinator
- Assign mandatory trainings to New Joiners as required
- Schedule onboarding programs for new joiners and support them as they onboard
- Coordinate group coverage (Offsite, external trainings, annual events)
- Management and maintenance of distribution lists / SharePoint
- Maintain familiarity with all policy and technology updates
- Financial Management:
- Raising Purchase Requests for CWs, Events, etc.
- Expense management (Concur)
- Invoice validation and submission in system
- Maintaining PO / Invoice records for internal audit purposes
- Inventory Management:
- Manage the hardware demand of employees (Desktops, monitors, headsets, laptops, Avaya)
- Coordination with IT team for timely hardware procurement
- Allocation of hardware to employees as necessary
- Tracking and maintaining the inventory
- Monthly employee engagement activities
- Monthly Spot / Pat on the Back awards
- Organize Annual Day / Family Day
- Co-ordination with Vendors for events, souvenirs, etc.
- Travel management for 300+ employees
- Calendar management for 3 EDs / 4 VPs
- Visitor Management – manage travel logistics for Stakeholders visiting India from different locations
- Assistance with planning sessions – room scheduling, material production, arrangement for catering (if needed)
- Room booking, arranging tele / video conference facilities as required
- General office administration including filing, photocopying
- Other ad hoc duties that arise on a day-to-day basis
- Responsible for administrative duties, such as co-ordination of administrative/departmental procedures, and distribution/collection of information
- Prepare agendas and materials for team meetings, offsites etc.
- Space & Asset Management for CIB - CAO
Education
High School Diploma -
Frankfinn Institute of Air Hostess Training
Mumbai, India01-2006
H.S.C - undefined
Tilak College of Science and Commerce
01.2003
S.S.C - undefined
Vashi English High School
01.2001
Skills
- Experienced with Power BI and Tableau for analytics, proficient in MS Office, avid Canva user
- Calendar management proficiency
- Exceptional interpersonal skills
- Meticulous attention to detail
- High-level confidentiality
- Professional presentation development
- Adaptable to change
- Efficient travel arrangements
- Budget management experience
- Expert meeting facilitation
- Superb technical skills
- Meeting planning
Languages
English
Hindi
Marathi
Gujarati
Awards
Awarded as Best Trainee from the Batch of 20 CSEs, Was certified by On-shore Client for have taken the Best Exchanges’ Call, Was awarded Employee of the Month for July'2007
Timeline
Sr. Executive Assistant to SMD,Head of RWMDCT Team
TIAA
05.2019 - Current
Secretary to the CEO - General Insurance Group
Edelweiss General Insurance Company Limited
05.2017 - 04.2019
Executive Assistant to 3 Executive Directors and 4 VPs for the Corporate Investment Bank – Chief Accounting Office Team
JP Morgan Services India Private Limited
04.2008 - 05.2017
H.S.C - undefined
Tilak College of Science and Commerce
S.S.C - undefined
Vashi English High School
High School Diploma -
Frankfinn Institute of Air Hostess Training
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