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Data Entry Assistant

Hamilton, OH
December 05, 2019

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*** ******** *** *********: 513-***-****

Hamilton, OH 45013 Main Email:

Alt Email:

Cell: 551-***-****

SUMMARY To obtain a position in an organization that appreciates dedication, hard work and will provide an opportunity for professional growth.

Work History

UBS Financial Services, Weehawken NJ March 2000 to June 2010

Paralegal Assistant (Data Entry Clerk)

Responsible for entering new client cases into KRSA, Lexidia and File Pro

· Proofing scanning data base and closing language

· Closing client complaint cases in KRSA, File Pro and Lexidia

· Pulling documents for audit folders for NYSE, NASD, and SEC

· Generated reports for cases $100,000 or more worth in damages

· Check complaint coding to see if codes are correct

· Check WEB CRD for Filing against FA’s

· Update File Pro so reports can be generated

· Screen cases to see if they have U4 & U5 filings

· Update and maintain living spreadsheet for cases that require filings

From 2013 to July 2016 -Taking care of sick family members (parents)

July 2016 relocated to Ohio

Kelly Services March-May 2017

US Bank, Cincinnati OH


· Maintained and updated company files

· Enter Taxpayer items into a system


Key Stroke Speed

· Alphanumeric:16200/13303

· Numeric: 11649

Computer and Software Capabilities:

· Microsoft Explorer 9.0/10.0

· Windows NT/2000/XP/Vista/Windows 7/Windows 8/Windows 8.1/Windows 10

· Microsoft Office 2007/XP/2000/2010/2013/2016

· Lexidia

· File Pro 5.5

· Rumba/3270

· Documatrix

· Scan legal documents into scanning database

· Training personal in File Pro and Documatrix/Kolfax

Extensive knowledge of Internet applications and services.

Creating databases.

Award: J.D Power’s customer satisfaction award.


Bergen Community College, Paramus, NJ

Certificate in Computer Operations.

Waldwick Junior/Senior High School, Waldwick, NJ

Academic degree with a concentration in business related courses.


Available on request

Contact this candidate