Administrative Assistant Data Entry
Resume:
Collette Thomas
** ********* ****** – Apt #*
Hempstead, NY 11550
Email: ******************@*****.***
Objective: To use my previous experience as an Administrative Assistant within a
that is growing into the future.
11/16 to present Allianceplus SKCG Insurance Company
Responsibilities includes data entry of cancellations and reinstatement on client policies.
Weekly notifications to producers/agents of upcoming cancellation notices.
Update AMS360 system with renewal policies for clients
Separation of incoming mail.
Answering incoming calls / directing to proper department
Contacting clients to notify of upcoming cancellations
Scanning of incoming mail / distribution to proper department
2012 to 9/23/17 Morgan Stanley – Fixed Income Regulatory Reporting Associate
Responsibilities include trace reporting to Regulators including MSRB and FINRA (RTRS and TRACE).
Perform reconciliation and exception report relating to Trade Reporting.
Product coverage including Muni Bond, Securitized Products, Agency and Corporate Bonds.
Working directly with Traders/Trade Support, Compliance and technology team to address issues/concerns related to patterns of exceptions identified in the daily report.
Produce daily reports which are sent to senior Management of daily findings.
Coordinate Weekly meetings with managers and co-workers to review daily performance.
Reconcile statistic trade reporting performance against monthly report card.
Morgan Stanley – OAT’s Regulatory Reporting
Review of symbol discrepancies in comparison to street and/or Morgan Stanley file.
Documentation of daily Report Summary of OAT’s of orders sent to OAT’s (FINRA) and all components of order.
Review of all unmatched events, rejects, Out of Sequence events, Duplicate OAT’s Id#.
Daily application statistics of TPS, Fidessa, Minerva, OAT’s manual submission and DJIA daily report.
Manual submission to FINRA on Equity Buywrites, Combinations and Option orders.
1999 to 2012 Morgan Stanley – Retail Equity Order Room
Daily functions included adding Equity and Option symbols for trading.
Review of GTC reconciliation report to compare open orders with Nasdaq and other market centers.
Monitoring of market sensitive orders/rejects or cancellation.
Daily contact with exchanges and traders on various types of order flow.
Resolving inquiries in the exception queue in timely manner.
Daily contact with various Branches/FA’s in regards to orders, symbols, market volume, cancellation or changes in submitted orders.
Price challenges between FA’s and market centers.
Order flow testing on new /old application.
Symbology changes within market centers.
Trade adjustments for branches/FA’s on Equity and Option orders.
Best Execution review for both Options and Equity.
2000 to Present Historic Rugged Cross Baptist Church – Administrative Assistant
Weekly bulletins / Flyers for congregation
Monitoring of incoming mail for church. Distribution of mail to appropriate ministry.
Answering phone in regards to fellowships and pastoral needs. Maintained and update of congregation records.
Preparation and update inventory list of new members.
Set up appointments for Pastor. Attend church meetings and record minutes.
Typing of correspondence to outside fellowships.
Weekly announcements which include text messages, emails, verbal or conference line.
Various errands for Pastor or sick and shut-ins.
Qualifications:
Typing (50 wpm) Microsoft Excel
Microsoft Word Publisher (in progress)
PowerPoint (in progress)
Education: Associate Degree (Business Management)
References are available upon request
Contact this candidate