Aisha Marrow
East Hartford, Ct **118
********@*****.***
OBJECTIVE:
To obtain a challenging position where the utilization of my business
skills will promote an opportunity for personal development and
professional growth.
HIGHLIGHTS OF QUALIFICATIONS
. Skilled in dealing with sensitive populations in a professional
and concerned manner
. Able to work independently and a cooperative team member
. Knowledge of investment terminology
PROFESSIONAL EXPERIENCE
UnitedHealth Group 2007-Present
Sr. Administrative Assistant
. Process expense reports and E-form submissions
. P-Card reconciliation
. On boarding new employees
. Coordinates all sales promotions activities internally
. Responsible for ordering and distributing inventory of sales/
marketing material
. Issue keys; ensure keys and door cards are accounted for as specified by
department policy
. Approve floor plans, evaluate completed projects to control costs;
represent department on all related projects.
. Facilitating office moves
. Respond to complaints and suggestions regarding maintenance problems
. Managed VP of Sales calendar; schedule meetings including travel
arrangements
. Liaison for Network Account Management and provider relations
. Review claims and credentialing documents for quality assurance
ING 2006-2007
Sr. Operations Analyst
. Provides operational support to internal/external customers
. Process Financial and non-financial transactions for pension plans,
mortgage loans and hardships etc.
. Assist customers through the loan process application
. Researched compliance issues
. Responsible for all ACH, Direct Wires and reconciliation statements
. Collaborated with customer contact center to ensure accurate account
management
. Resolved new business issues and effectively made changes to pension
reform
Conduct financial analyses for loan programs and affordable financing
options
Phoenix Investment Partners 2003-2006
Analysts Assistant
. Input trade specific details into Bloomberg trading system
. Confirm all short-term trades in accounting system
. Gathers financial information for S&P and Moody's ratings
. Daily copy and distribute portfolio managers cash activity reports
. Reviewed all documents for outbound transfers
. Tracked customers; financial statements using company database
. Informed client of Money Market quote and current values on Lifetrust
. Verified incoming funds from Tax Shelter Annuities
. Faxed and mailed Surrender and Redemption forms requested by client or
agent
. Updated client account records (address change, new annuitant or trustee,
etc.)
. Entrusted with daily delivery sensitive and valuable stocks and bonds
(Official, notarized, and cash valued)
Front Desk Administrator 2000 - 2003
Coburn & Meredith, Hartford
. Supported 3 Investment Brokers
. Distributed mail and Research material
. Typed correspondence for Sr. Mgmt. and President
. Maintained Quarterly Statements by client (input, sort, etc.)
. Using ILX Financial System created New Accounts
. Updated Personal Data Information
. Daily logged all transactions by stock symbol and trade date in Postal
Book
. Created Personal folder by client that included balanced number of shares
and dollar amount that stock traded for the current day
. Meeting Planning
. Travel Arrangement
. Mass Mailings for Potential clients and Welcome letters
. Calendar Maintenance
. Issued quotes from Stock Market
. Responsible for scripting all transaction information for Broker to
process client request (purchase or selling of stock)
COMPUTER KNOWLEDGE
MSWord, Omni Pro, Excel, Access, PowerPoint, Lotus CCMail, Email,
Internet/Intranet, Multi-line phone system (Business), Bloomberg System