Experience

Wells Investments LLC, Winter Haven, FL Jan 2017-Present

Create and update forms and documents for annual reviews of clients

Gathering information to update YTD mutual fund report on a weekly basis for representative

Utilizing NetX360 : Gather performance information on dividends for reps discussions of progress with clients;

Verifying clients’ market value sufficiency for scheduled distributions/RMDs etc.; reporting any insufficiencies to rep for appropriate trade decisions; production of various client reports

Assist in prepping for FINRA and SEC audits; scanning and redacting documents utilizing Laserfiche

Other clerical and administrative duties; screening calls, entering information into ACT!; Produce ‘Groups’ in ACT! Merging ‘Group’ into excel as correspondence; Personal bookkeeping for executive’s family member.

Pinnacle LLC (recruiting agency for BMW NA LLC, Woodcliff Lake, New Jersey) Oct 2014-June2016

Technical Administrator

Administrative support and liaison for Department Head of Technical Service and section managers, coordinated meetings, transcribed and typed meeting minutes, correspondence, maintained inventory of office supplies.

Calendar management for Department Head; arranged for domestic and international travel

Processed, oversaw and managed requests for reimbursement of travel expenses and vehicle requests for department

Created purchase requisitions, received, verified invoices for purchase orders utilizing SAP

Belleville Board of Education, Belleville, New Jersey July 2013-June 2014

Confidential Secretary

Administrative and clerical support to the Assistant Superintendent and IT department; Assisted in updating and maintaining curriculum guides and coordinated district website updates with the IT department accordingly

Helped produce and update forms for school registration, report card information and translated from English to Spanish, rendering broader communications within the school’s district.

Categorized, verified and processed Free & Reduced Lunch Applications according to household income and other criteria utilizing the School Nutrition Electronic Application and Reimbursement System (SNEARS). Processed and merged letters to community parents/guardians, advising students’ eligibility and responded to inquiries

Breakthroughit (recruiting agency for Pfizer Inc., New York, NY Sept 2012-Jun 2013

HCP Payment Specialist

Reviewed and processed medical, marketing HCP honoraria for incidental reimbursements.

Utilized ARIBA and Computron/SAP to submit HCP payments.

Horizon Blue Cross Blue Shield of New Jersey Apr 2007 – May 2012

Administrative Assistant/Project Administrator

Calendar management for Director, Program Manager and PM team

Collected documentation for monthly accruals/budget actuals; organized and stored data into Sharepoint,

Maintained inventory and processed Purchase Orders through ARIBA with submissions of SOWs

Supported PM team, coordinated meetings/Town Halls, updated PM tool ‘Planview’, worked closely with IT, Facilities Management and Communications departments to organize office structure for new company, Horizon Healthcare Innovations, a subsidiary of HBCBSNJ

Prepared expense reports for reimbursement, coordinated travel arrangements utilizing Concur.

Served as liaison, handled phone and correspondence of executive inquiries from HBCBSNJ members

Maintained attendance for direct reports to Director, screened calls, maintained files, inventory, and provided phone coverage for VP in Executive Assistant’s absence

L&R Manufacturing Company, Kearny, NJ Oct 2005 – Apr 2007

Executive Assistant

Bookkeeping, maintaining CEO’s personal bills and credit card payments utilizing Quickbooks

Coordinated CEO’s personal and business travel arrangements - domestic and international

Calendar management utilizing Outlook

Cardinal Health, Wayne, NJ Jun 2003 – Jun 2005

Human Resources Assistant, reporting directly to Vice President of HR

Reorganized and maintained personnel files, employee’s attendance records utilizing Changepoint

Calculated vacation accruals for terminating employees

Maintained applicant/requisition information within Peoplesoft and processed reference checking utilizing PeopleWise

Prepared new hire packets and Powerpoint orientation presentations

Berman Larson Kane (Consulting Firm)

Degussa Corporation, Morristown, NJ - Insurance Clerk for Risk Insurance Dept.

Yamanouchi Pharma America, Inc. Paramus, NJ – Human Resources Assistant

Provide clerical support, updated employee files, screened calls, arranged meetings and Town Halls for all employees

Prepared check requests and ensured authorized signatures in place

Registered and updated financial information on claims within database for remittance of insurance documentation

TIAA-CREF, New York, NY Feb 1990 – June 2002

Human Resources Information Assistant – HRIS (1998-2002)

Verified and entered employee information into mainframe program and later the Lawson HR/Payroll Database-processed new hires, transfers, promotions, FMLs, terminations, retirements and other transactions

Calculated accrued time to pay associates going on leave or terminating employment

Maintained associate files and attendance records

Troubleshooter for employee issues relating to salary, grade level, title and/or pay

Human Resources Staffing Assistant to Investment HR Officer & 4 Recruiters (1990-1998)

Provided administrative and clerical support, prepared expense reports for reimbursement; typed memos and other correspondence for HR Investments Staffing Department

Coordinated travel to Job Fairs and On-Campus Recruiting for HR Officer and recruiters

Consolidated, prepared and maintained various statistical reports for Turn Over, Affirmative Action and Job Posting

Maintained applicant tracking system, reference checking on newly hired candidates

Recruited for support and temporary staff positions.

Education: John Jay High School, Brooklyn, NY; New York Technical Community College, Brooklyn, NY

Skills: MS Office, Visio, Project, Lotus Notes, PeopleSoft, ARIBA, Sharepoint, SAP, Planview, Quickbooks, Lawson HR/Payroll, Laserfiche, LaserApp, ACT!, NetX360

Previous memberships: LACO (Latin American Cultural Organization; Belleville High School Music Booster Association

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