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Data Entry Accounting

Location:
Pittsburgh, PA
Posted:
September 09, 2014

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Resume:

Tamara Pretlor

*** *. *** ******

Jeannette PA, *5644

724-***-****

**********@***.***

Experience

July 2014- Present: Corporate Events, Modis Staffing working through The

Bank of New York Mellon- Corporate Affairs Department- Pittsburgh, PA

• Coordination of multiple schedules including client meetings.

• Assist with billing process, and chargebacks to departments for high profile client

outings.

• Client and data entry and tracking.

• Assisted with creating spreadsheet for ground transportation for the board of

directors.

• Arrange for transportation of The Bank of New York Mellon’s board of directors.

January 2014- June 2014: Paralegal, Modis Staffing- working through

The Bank of New York Mellon-Legal Department- Pittsburgh, PA.

• Research accounts, hedge funds, collective funds as well as trust funds for IRS tax levies

and other asset based orders.

• Security transactions that caused accounting errors such as corporate actions,

dividends, coupon payments, fees and TIF interest.

• Review portfolio and security transactions.

• Worked under pressure under strict deadlines and federal regulations.

• Reviewed legal documentation

• Compile relevant information, produce and respond to the IRS or creditors

attorney with all findings

• Ensure that the proper accounts are placed on hold, and when necessary a check is issued

to the IRS or creditor.

• Complete requested global asset searches, compile all relevant information, and

relay that information to the correct department.

August 2013- November 2013: Third Party Benefits Administrator, Beacon Hill

Staffing- working through Towers Watson-Pittsburgh, PA

• Review highly confidential information for accuracy of entire file.

• Maintained confidentiality agreements with customers.

• Review and work alongside clients to resolve escalated cases

• Summarizing medical records

• Handle sensitive, confidential and privileged information.

November 2011-February 2013: Litigation Paralegal, Randstand Staffing- working through

Bank of America-Pittsburgh, PA.

• Research cash, trust funds, and assets daily.

• Review portfolio and security transactions.

• Assessing potentially highly litigated files.

• Security transactions that caused accounting errors such as corporate actions, dividends, coupon

payments, fees and TIF interest.

• Work with risk and compliance partners in support of all aspects including maintenance and client

services.

• Review, draft, and coordination of responses to requests for proposals, and interrogatories.

• Ensured we were within the guidelines of federal and state regulations.

• Assist attorneys with relevant legal and regulatory research.

• Review and assist with response to highly confidential documents and contracts.

• Reviewed, and drafted legal documentation.

• Compiled documents from various sources, research open sources.

• Work alongside attorneys, and business professionals.

• Investigating facts involved with cases, alongside document research.

• Supervise and train new hires.

• Ensure we handled cases alongside regulations and risk and compliance.

• Conduct research using online resources such as; Westlaw and Lexis.

• Drafting complaints, response to complaints, memorandums, pleadings, correspondence and other

legal documents. Analyzing settlement offers, and basis of merit of the offer

• Provides support by researching procedures and policies and completing projects in support of

Department.

July 2001-June 2010: Paralegal, Progressive Enterprises and Associates

Jeannette, PA.

• Dealt with toxic tort evolving; occupational exposure, pharmaceutical drugs, as well as consumer

products. Compiled documents from various sources, into concise reports

• Attention to detail in all facets of case management

• Preparation of pleadings, discovery, and motions

• Assisted attorneys with preparation for dead-lines, depositions, trial dates and court appearances.

• Helped to coordinate witnesses, as well as compilation and organization of exhibits.

January 2006-June 2007: Paralegal Intern, F.B.I. - Pittsburgh, PA.

• Assisted with drafting complaints, and document production

• Assisted with researching cases.

• Investigating possible fraud cases and working alongside federal agents from the beginning to the

closing of that file.

Other Experience

Microsoft word, excel, PowerPoint, outlook as well as various legal search programs.

Education

July 2010: Kaplan University, Masters, Legal Studies.

June 2008: Point Park, Bachelors, Criminal Justice.



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