Customer Service Administrative Assistant
Resume:
EILEEN DIANA
Secaucus, NJ 07094
Cell 551-***-****
Email: ***********@*******.***
PROFESSIONAL EXPERIENCE:
ADMINISTRATIVE ASSISTANT
Dr Martina Laifook- Oral & Maxillofacial Surgeon, Jersey City, NJ
Jul 2015-Oct 2016
Schedule, Confirm the Next Day Appointments according to protocol and patient preferences
Gather and accurately record insurance information
Answer and respond to telephone calls with professionalism
Greet and Welcome patients and visitors to the practice
Track cases and referrals to and from other doctors
Collect payment from patients at the time of treatment
Update Insurance information on all patients at all times
Prepare financial treatment plans and present plan options to patient at the end of appointment
Oversees the responsibilities and duties of the office personnel so that the office runs smoothly and efficiently
Responsible for administering the day-to-day activities of the business office
LIFE AND HEALTH INSURANCE AGENT
AFLAC, Pleasantville, NJ Feb 2013-Feb 2014
Presented Business to customers and explained objectives and benefits of various Life and Health Insurance Products
Assessed clients’ requirements and recommended policies as per business owners as per their employees needs and budgets
Maintained and updated the records of policies sold and customer details for futures references
Provided Customer Service effectively and succeeded in selling group health and Life Insurance policy
SENIOR OPERATIONS ASSOCIATE - TRADE ASSISTANT
Settlement Operation
Deutsche Bank, Jacksonville, FL June 2009-July 2011
Following and communicating trade discrepancies with trade fail with internal/external parties and responsible for foreign trade entries, verbal communications, allocations and trade breaks for the Program Desks
Work closely with Deutsche London and their Equity Settlement Team to ensure they provide accurate Information regarding Unmatched/Matched trades for the Emerging Markets
Resolving all trades settlement issues for Domestic & International Equity and Fixed Income Markets
Maintain and monitor closely the GEM (General Electronic Maintenance/Data System) System use from our Front Office to make sure all proper Booking of Equity trades feeds thru the Settlement System (ESPEAR)
Monitor closely all Unmatched Trade Reports provided by our agents
Managed all aspects of Inquiries from Client, Client Services Team, Operations in India and London
Handling all cash and asset reconciliations for the Intl Markets for Program Desk
Researching all Equity International / NY trader questions and problems
Providing guidance or contacts for system problems such as using ESPEAR, GEMS, GBE, DTC, GLOSS & ADP systems
Forecasting activities and making sure that all issues are addressed to the appropriate parties to resolve the issues at hand
SENIOR OPERATION SPECIALIST
Settlement Operation
Deutsche Bank, Jersey City, NJ August 2008- May 2009
Maintaining relationships and monitor fail reports for sub agents, Broker dealers and client services for Various Trading Desks (Program, Cash & Convertible Desks)
Resolving all equity & fixed income trade settlement issues for all Far East Markets and Euro-clear
Handling all cash and asset reconciliation for the Far East Markets for Program, Cash and Convertible Desks
Maintaining close communication and relationships and monitor fail reports with the Operations Team in India
ACCOUNT ADMINISTRATOR
Custodial Trust Associate November 2006 to July 2008
Bear Stearns, Princeton, NJ
Managed all aspects of custody and securities clearance, both domestically and internationally
Settled instruction, income collection, tax reclaims and cash managements
Monitored a number of customer accounts, working closely with the accounts client base and other administrators in the department as well as personnel in other departments
Handled high level customer service, communication and problem solving and PC skills with expertise in the area of non-US settlements
SUPERVISOR/PROJECT SPECIALIST,
Treasury & Security Services Business June 2005 to August 2006
JPMorgan Chase, Brooklyn, NY
Managed the monthly Reconciliation Process, the Commingled Price Analysis and Regression Testing Reporting Interface with the external third party managers, including the GM Dedicated Team Staff as needed
Worked closely with the accounting team to provide support and expertise as needed to ensure that all of our Client Deliverables are met in a timely and accurate manner
COVERAGE OFFICER
Treasury & Security Services Business
Managed all aspects of inquiries, which entailed ensuring the accuracy, timeliness, and completing the resolution of all internal and external inquiries
Received and responded to inquiries from Capital within expected VOC/SLA timeframes
Recorded client inquiries on CSX and tracked all outstanding inquiries in accordance with published CSX Best Practices
Supported all aspects of client service delivery as needed by Capital and/or management by compiling core custody related to data for special reporting (i.e. Capital’s scorecard)
Provided supporting trend information to assist management with productivity, performance and risk analysis, supplied requested information and supported client during Audits, assisted in operational functions as needed (staff training), and participated in projects that supported Department goals
SENIOR TRADING LIAISON, Fixed Income Group July 2004 to May 2005
RBC Dain Rauscher, New York, NY
Liaison between the trader and other departments within the firm by performing the following:
Balance house settlements for DTC and In House system
Interacted with the Trade Clearance & Settlement for trade problems for the Institutional and Sales Groups
Resolved all trade issues and kept the trader apprised of issues that affected their inventory positions or profit/losses
Provided the Failed Trade Report on a weekly basis and worked with the traders and the broker specialists to resolve all fails for the Firm
Assisted traders handling all aspect of trade input through in house trading system via BETA SYSTEMS
Executed all trades inputted by the Salesmen
Checked all applicable regulatory reports (MSRB, TRACE, etc.) to ensure against errors or omissions
CONSULTANT
UBS, New York, NY
Trading Operations August 2003 to May 2004
Provided a wide range of services for such clients as RobeccoUSA and UBS on a contract basis:
Monitored, updated, and distributed weekly failed reports & provided verbal confirmations of all Domestic Equities and Fixed Income trades
Managed all aspect of Fixed Income Operations, monitor Asset-Backed, Mortgages through DTC and Commercial paper thru Fed Wires
Liaise with Operation and the trading desk on Fixed Income & Equity issues
Handle daily fails and portfolio accounts. Reconciled fails trades in the Fixed Income area
EDUCATION:
PACE UNIVERSITY
Bachelor of Science 1991
Lubin School of Business Administration
SKILLS:
Microsoft Excel, Word, Client Service Exchange (CSX),
Gloss, ESPEAR, DTC, GEMS, Euro-Clear, ADP and Internet.
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