Customer Service Administrative Assistant

Cyrilene Floyd

**** ******* *** ( IRVINGTON, NJ 07111 ( PHONE: 973-***-**** (

**************@***.***

Summary

Proven ability to lead a team and effectively communicate with internal and

external clients, and all levels of management. Over 10 years of experience

in the financial services industry in providing quality customer service

and back office support to Clients in reconciliation, corporate actions,

multi-currency transactions and foreign exchanges. Experienced in metrics

reporting with advanced excel skills.

Professional Experience

Legg mason - baltimore, md 2006 to 2011

Team Lead - Global Investment Analyst

Key Responsibilities:

Managed a team of five employees for the manual reconciliation group.

Performed daily holdings and cash reconciliation.

Responsible for data integrity in multiple record-keeping environments.

Liaised between clients and technology services to resolve business

matters.

Point person for special projects as needed.

Automated 500,000 pages of manual statements to online access.

M&T Bank - Buffalo, NY 2003 to 2005

Trust Administrative Assistant II

Key Responsibilities:

Provided Administrative support to five Relationship Managers.

Opened new accounts and maintained account files and documents.

Processed cash, securities transactions, and trade orders promptly and

accurately.

Market to market evaluation on collateralized loans.

Prepared accounts for annual review and tax preparation.

Detailed general ledger accounts reconciliation.

hsbc bank usa - buffalo, ny 2002 to 2003

Senior Corporate Actions Specialist

Key Responsibilities:

Supervised a group of five employees in the trust department.

Trained new employees to ensure compliance with trust procedures.

Audited internal cash accounts daily to ensure accounts were in balance.

Performed daily, weekly and monthly statistics to keep track of work flow.

Researched all outstanding corporate actions for Clients and Trust

Administrators.

Suggested ideas to automate the portfolio accounting system to increase

efficiency.

M&T Bank - Buffalo, NY 1998 to 2002

Corporate Reorganization Specialist

Key Responsibilities:

Analyzed industry information to become aware of corporate actions such as

tender offers, mergers, splits, redemptions, bankruptcies and class

actions.

Notified Clients and Trust Administrators on details of corporate actions.

Worked closely with Trust Administrators to obtain responses to meet

deadlines.

Met deadlines to eliminate monetary risks.

Deciphered tax consequences to determine how to represent cash or shares

received.

Periodically worked with physical securities and Transfer Agents.

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