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Insurance Agent Information

Location:
Syracuse, NY
Salary:
35,000.
Posted:
November 15, 2017

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Resume:

SARA GONZALSKI

*** ******* **** ******** *** York 13208

ac3b3e@r.postjobfree.com

315-***-****

OBJECTIVE

Self-motivated, highly energetic, focused administrator looking to obtain a challenging position in finance where my banking back-round and experience will be fully utilized.

SKILLS & ABILITIES

Strong written and verbal communication skills. Strong reconciling and balancing skills. Years and years of balancing shares VS Moneys related to Domestic Banks Asset Portfolios. Experienced in all MS office applications. Highly skilled in Excel and excel based programs.. Also experienced in Word, Power point, OneNote, and Outlook and Skype. Workbench Connect, Client Inquiry, DTC, GSP, ASP, and TranStar along with other excel based applications.

EXPERIENCE

BNY MELLON 01/2007-PRESENT

CLIENT SERVICE ADMINASTRATOR 05/2013 -PRESENT

Assist around 7-11 different domestic banks with any questions or concerns in regards to their Assets. I am responsible for finding answers for any questions my clients may have, from Income and principle payments to the number of shares held. Also assisting them with their trading issues from setting up a trade, to settling. Very familiar and experienced on many Domestic Markets such as DTCC and FRB. Experienced in the full life cycle of a security held at BNY or NIB or securities held in physical form either on our vault or DTCs vault. Liaised in our internal operations teams to provide answers for each individual questions. Also responsible for settling at the end of each business day. The Custody accounts were to remain zero at the end of the night. My job was to confirm and wire out, or receive in funds from daily activity.

SETTLEMENTS PROCESSOR 03/2010-05/2013

Responsible for any and all issues associated with buying and/or selling of securities. Experienced in setting up trades along with, amending, settling, & reversing all types of US assets. Also responsible for balancing the shares and the money relating to the buys or sells that were processed on DTCC market. Also experienced in SPOs, DWACs, Transfers, Interest and Principle payments, Redemptions, CMOs adjustments and more.

CORPORATE TRUST 01/2007-03/2010

Responsible for processing (S.O.I) State of Israel Bonds. From loading the certificate information into the TranStar Database, using cusips or bond types. Confirming the holder information and bond validity by checking with the SEC website for lost or stolen bonds. Responsible for the incoming bonds for the processing of redemptions, transfers, Coupon payments, along with registering the Bond Holders Information, along with obtaining the correct tax documentation required to perform the requested transaction.

BRYANT AND STRATTON, SYRACUSE NY

Certified Insurance Agent in Life, Accident, and Health Insurance.

Columbia College, Hancock Airforce Base

REFERENCES

AVALIABLE UPON REQUEST



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