Microsoft Office Administrative Assistant

KAREN MULDROW

201-***-**** ● *****.********@*****.*** ● linkedin.com/in/karenmuldrow

PROFESSIONAL SUMMARY

A quality-driven professional with over 15 years’ experience in the financial industry. Proficient in securities and managing back-office accountabilities. A senior leader responsible for team development and training of new hires and consultants. Ensured adherence of audit processes and system improvements. Utilized various technologies such as, Microsoft Office (Access, Excel, Word, PowerPoint, Project Office and Outlook), ConsultWorks, PeopleSoft, Advanced Excel functions, Risk Management, Securities operations, Account Reconciliation and Project Management.

SKILLS SUMMARY

Staff Leadership & Supervision

Securities Operations

Facilitator/Trainer

Account Reconciliation

Analysis and decision making

Risk Management

Project Management

Type 45 WPM

Microsoft Office (Word, Access, Excel, Outlook,

Power Point, and Project Office)

Peoplesoft

ConsultWorks

Sybase

EXPERIENCE

Trade and Processing Specialist UBS Financial Services, Inc. Weehawken, NJ 01/2001-05/2015

Equipped senior leaders with vital data through generation of reconciliation, error account (profit/loss), and productivity reports. Detailed unsecured debits in financial exposure reports.

Ensured precise compliance with Sarbanes-Oxley (SOX) controls and reporting by tracking all corporate procedures, technical standards, passwords, and other critical data.

Captured quantifiable time and cost savings by streamlining paper usage after implementing a new account management process.

Supervised and conducted training for all new hires and consultants.

Used Cognos to generate reports pulled from Web Admin (participants’ data). This feature was used along with a Macro that was generated to save time and provided a comparison between payments that were requested through the Fed Fund System, DPSS (for ACH payments) and Sybase to avoid duplication of payments.

Tracked and followed-up on the status of each participant that was contacted using PeopleSoft.

Operations Specialist Charles Schwab Jersey City, NJ 04/1999-01/2001

Coordinated the timely deposit of online checks into the SAMS cashiering system.

Applied and reconciled stock certificate credits to customer accounts.

Completed wire transactions and generated checks as directed by customers.

Fulfilled retirement distribution requests.

Expanded client base by opening and processing new account applications.

Administrative Assistant Charles Schwab Jersey City, NJ 09/1998-03/1999

Responded to request for information related to departmental policies and procedures.

Maintained daily schedules for the director and managers; scheduling internal and external meetings and luncheons.

Collected data needed to complete excel spreadsheets and projects.

Reviewed incoming and outgoing materials and correspondence.

EDUCATION

Project Management Certificate Pro Data, Inc. Jersey City, NJ 2016

Information Systems Specialist Diploma Chubb Institute Jersey City, NJ 1992

Completed 27 credits towards a BA degree New Jersey City University Jersey City, NJ

Contact this candidate