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C Nd

Location:
Winston-Salem, North Carolina, United States
Posted:
February 22, 2018

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Valerie R obinson

*** * * ***** * treet P rovidence, R hode I sland 0 2907 4-01-603-**** v ac4kqt@r.postjobfree.com Objective

A h ardworking, f ocus a nd e xperienced d ata e ntry s pecialist w ith s uperb o rganizational skills. D ue d iligent, a ttentive w ith t he a bility t o m ulti t ask. H ighly d etermined w ith persistent a dministrative a nd p rocessing s kills, w ith t he d esire t o b ecome a p art o f a growing o rganization.

Skills S ummary:

● Experienced d ata e ntry, s ecretarial a nd a dministrative w ith i nvestment p rocessing

● Effective, i nterpersonal a nd c ommunication s kills

● Experienced w orking i ndependently a s w ell a s w ith a t eam

● Dependable

● Well v erse w ith M icrosoft S uite ( Word, E xcel, P owerpoint, P ublisher) Education

● Northern V irginia C ommunity C ollege, L oudon, V A

● AAS 1 987

● Business A dministration

Experience

November 2 001 – A ugust 2 016

Senior I nvestment S ervice S pecialist, C ustomer S ervice R epresentatives

B ank o f N ew Y ork M ellon W estboro, M A

● Responsible f or p rocessing i ncoming i nvestment f or v arious m utual f unds c ompanies t o ensure t hey a re a llocated/coded a ccurately.

● Research u tilizing F SR, S URPAS a nd w eb i mage d atabases t r eview a ccount h istory a s well a s a ny m emorandums t hat m ay h elp r esolve i ssues w ith q uestionable i tems.

● Responsible f or r eview a nd a ccurate p rocessing o f P rimerica M anaged a ccounts.

● Responsible f or q uality c ontrol f or a ll i ncoming p urchases r eceived f or P rimerica F inancial Services.

● Assisting w ith l arge d ollar q uality c ontrol t o p revent g ain/loss i tems $ 50,000.00 a nd o ver

● Participates i n g uiding c lient t hrough v arious s teps o f c ash p rocessing w orkflow d uring tours o f d epartment

● Assist i n t raining o f n ew a nd t emporary e mployees t o e nsure t hey a re a ble t o r esearch incoming i nvestments, a nd p rocess t hem a ccurately i nto f und a ccounts. July 2 001 – N ovember 2 001

Data E ntry S pecialist, C ustomer S ervice R epresentatives

K elly S ervices W arwick, R I

● Review a nd c heck s upporting d ocuments f or m utual f und a ccounts

● Code a nd p rocess a pplications i nto r equired e lectronic f ormat

● Scan d ocuments i nto v arious d atabase

● Load i nformation o nto p rescribed d atabases

● Maintain c omplete a ctivity l ogs a nd p repare r eports

● Retrieve a nd p resent r equired i nformation i n v arious f ormats

R eference

● Available u pon r equest

2



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