Judy Morales
Senior Executive Assistant, Private Bank Latam @Citi
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WORK HISTORY
Senior Executive Assistant, Private Bank Latam @Citi
New York, NY, US
Oct.2025) Awarded with Citi Gratitude Client Obsession Award for exceptional contributions & unwavering commitment to client service.• Provided invaluable support for CPB LATAM marketing initiatives, particularly during client events, demonstrating a profound understanding of top-tier customer service.• Demonstrated exemplary attitude, leadership, extensive knowledge & unwavering professionalism, showcasing Citi’s high-class quality customer service to internal & external stakeholders.• Recognized for performance & contributions by being featured as the “Admin Spotlight” in the Citi Admin Network Newsletter (April 2023).• Invested in colleagues by training & mentoring new EAs on company policies, procedures & internal resources, helping them to succeed • Coordinated frequently changing calendars & !complex domestic /international travel arrangements for 3 Managing Directors, 4 Directors as well as a team of 13 ensuring seamless support for to all. • Ensured all expenses were submitted prior to the expense due date in line with Citi Travel & Expense guidelines, successfully avoiding late fees & reducing administrative losses.• Identified opportunities to improve efficiency by supplying internal support and guidance on various computer-based applications, including expense reporting, travel planning• Improved adherence to data protection & security policies in all communications by ensuring client statements & financial reports were sent securely.• Maintained a strong control environment by managing calls, responding to inquiries, & clarifying company policies and procedures for internal & external stakeholders.• Supervised the onboarding / off-boarding processes for employees, ensuring all procedures were followed in compliance with Citi standards.• Demonstrated client obsession by delivering an outstanding client experience, resulting in a team commendation in the LatAm Wire news publication & contributing to a $47MM asset transfer from a competitor.
EDUCATION
LaGuardia Community College
Liberal Arts and Sciences/Liberal Studies
SKILLS
ABOUT JUDY MORALES
Seasoned professional with over two decades of experience, consistently delivered high-level administrative support by optimizing executive schedules, ensuring accurate reporting, and maintaining comprehensive awareness of business activities to drive operational efficiency Articulate and influential communicator, serving as a primary liaison for internal and external stakeholders, developing compelling presentations and comprehensive reports, and effectively representing executive leadership to diverse employee teams Demonstrated expertise in orchestrating successful hospitality and event initiatives, optimizing business and operational processes, and strategically prioritizing administrative and project workflows through exceptional oral and written communication.Technical Proficiency:• AI Integration: Utilized AI tools (ChatGPT, AI Stylus, AI Assist) to streamline workflows and improve efficiency.• Microsoft Office Suite: Mastered Microsoft Office Suite, including advanced Excel for financial reporting and PowerPoint for executive-level presentations.• P2P & Financial Management: Managed end-to-end Procure-to-Pay (P2P) processes, ensuring accurate and timely invoice processing and payments.• Salesforce CRM: Leveraged Salesforce CRM for effective client relationship management, data tracking, and reporting to support business objectives. Core Competencies:• Optimized Project Prioritization: Implemented effective strategies for project prioritization, ensuring critical initiatives are advanced efficiently and on schedule.• Flawless Meeting & Event Execution: Successfully planned, organized, and executed a wide range of meetings and events, enhancing corporate image and stakeholder engagement.• Integrated Cross-Functional Support: Provided essential support to cross-functional teams, improving communication flow and project delivery across departments.• Proactive Client Relationship Management: Developed and nurtured key client relationships, resulting in enhanced trust and sustained partnerships.• Strategic Team Development & Training: Designed and delivered training programs that elevated team capabilities and fostered a collaborative, high-performing environment.• Unwavering Discretion & Professionalism: Consistently demonstrated exceptional discretion and professionalism, particularly when handling sensitive information and high-stakes situations. Language• Fluent in Spanish
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