Nelly Mielniczuk ***** Sherman Way, Apt #***,
Reseda, CA 91335
***********@***.***
818-***-**** [mobile]
QUALIFICATION SUMMARY
More than 10 years of experience in providing quality office administrative
and analytical support, including handling confidential information.
Extremely skilled in word processing, Excel spreadsheets, PowerPoint
presentation creation, and report preparation. Accustomed to meeting tight
deadlines, excellent telephone, filing and organizational skills, effective
communication, and time management skills. Experienced in meeting
coordination, calendar management, and travel arrangements. Bilingual:
Spanish both written and spoken.
WORK EXPERIENCE
AIG SunAmerica Financial, Woodland Hills, CA
6/2008 - 4/2009
Investment Management Group - Product Analyst
Responsible for accurate report preparation and office
administrative/analytical support.
. Prepared accurate and detailed monthly and quarterly investment
reports using Excel, including supporting tables and charts, used by
VPs in presentations to the Board of Directors.
. Researched and compiled financial data from external databases and
internal accounting reports into complex excel spreadsheets,
facilitating data tracking, analysis and report generation.
. Created presentation materials as directed by the Investment Group
using PowerPoint.
. Proposed the reduction of departmental spending by $68,000 in yearly
licensing by eliminating overlapping financial software.
. Managed calendars; coordinated meetings; and scheduled travel
arrangements for departmental VPs.
. Provided administrative support including ordering supplies, making
copies, project follow-up, distributing mail, composing
correspondence, screening calls, and maintaining office equipment:
PCs, printers, faxes, and phones.
MullinTBG, Los Angeles, CA (Third Party Administrator)
5/2001 - 5/2008 Investment Services
- Sr. Investment Analyst (2002-2008)
Responsible for daily pricing operations, account balance audits, report
preparation, and office administrative support.
. Uploaded daily prices for 900 funds from financial databases, e.g.
Bloomberg, into company's own system to price in-house funds.
. Verified price accuracy and validity; researched and successfully
resolved price discrepancies within a reasonable time, usually on the
same or next day.
. Audited and reconciled account balances at the general (Plan) and
individual (Participant) level on benefit statements.
. Provided clerical support including faxing reports to clients, making
copies, updating databases, making travel arrangements, coordinating
meetings, and composing correspondence.
. Prepared detailed reports and summary letters for clients portraying
confidential information regarding their retirement plans.
. Prepared ongoing Sarbanes-Oxley reports for client top executives,
following legally established financial reporting requirements.
. Improved the process of training new and existing employees by
documenting daily processes into written procedures.
Nelly
Mielniczuk
Page 2
MullinTBG, Los Angeles, CA (Third Party Administrator)
Account Services - Account Analyst (2001-2002)
Responsible for the administration and maintenance of retirement benefit
plans of Fortune 500 Clients and administrative support.
. Generated benefit statements; audited account balances; and assembled
packages for mailing to plan participants.
. Processed forms: investment allocations, deferral amounts,
distribution amounts, etc. for 50 retirement benefit plans with
approximately 6,000 executive participants.
. Resolved issues or discrepancies in account balances through in-depth
research by tracing historical data with a success rate of 100%.
. Provided general office clerical support: data entry, making copies,
scanning documents, faxing forms, and answering phones.
. Created and continuously updated training manual, consisting of
written office procedures utilized in training new employees and
inform existing employees of any changes.
TECHNICAL SKILLS
IBM & Mac Proficient. Word, Excel, PowerPoint, Access, Outlook. Adobe
Acrobat. Internet Research. Financial Databases: MorningStar Direct,
Lipper, Wilshire Compass, FactSet, and Bloomberg.
EDUCATION
MA, Psychology
BA, Humanities
San Francisco State University, San Francisco, CA