Manager Office

ROSALIA G. BUCCELLATO

** ******* ***. ***: 516-***-****

Plainview, N.Y. 11803 ***********@*****.***

OBJECTIVE:

Seeking a position as an executive assistant/office manager/administrator.

SUMMARY:

. Over 20 years in the retail brokerage business

. Extensive knowledge of and experience within financial industry

. Knowledge of bookkeeping and payroll services

. Reliable, structured, organized, hardworking and dedicated

WORK EXPERIENCE:

Cohmad Securities Corporation, New York, N.Y. JAN

1991 - JAN 2010

Office Manager, Retail Securities Broker

. Serviced individual clients' brokerage accounts. Executed trades for

customers.

. Conducted follow-up calls and touched base to ensure client relationships

were healthy and needs were met.

. Liaised with counterparts at Bear Stearns (now J.P. Morgan), our clearing

agent, for account activities and trade processing. Made sure all trades

settled properly.

. Prepared and processed payroll for all office personnel of 15 employees.

. Managed schedule and coordinated meetings and travel arrangements for

CEO.

. Managed and maintained all personal finances for CEO.

. Organized and conducted annual in-house continuing education program.

. Prepared all financial data each month for P& L.

. Managed all accounts payable and accounts receivables, balanced company

checkbook

. Responsible for clerical duties, including but not limited to: typing

letters, sending and responding to emails, faxing, filing, answering

telephones and ordering office supplies.

Homemaker AUG 1984 - JAN 1991

Cohn, Delaire & Kaufman, New York, N.Y.

MAY 1977 - AUG 1984

Registered Rep., Office Manager

. Serviced retail brokerage accounts.

. Responsible for clerical duties, including typing, filing, faxing,

answering telephones.

. Managed and maintained all personal finances for CEO.

EDUCATION

Certified retailed securities broker with qualifications including:

. Series 7 General Broker

. Series 63 Blue Sky

. Series 53 Municipal Principal

. Series 24 General Principal

. Notary - State of New York

RELEVANT SKILLS:

Microsoft Word, Excel, PowerPoint, Lotus Notes, Outlook, QuickBooks,

Proficient with ADP PayXpert, Fluent in Italian.

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