MELANIE MOIR

*** ********** ****

GLASTONBURY, CT 06033

EXPERIENCE

**** – 2023. STOP AND SHOP

Grocery clerk associate, managing customers, cash register, self-check out, customer service front desk support.

2003 – 2021 U.S. BANK N.A.

Trust Officer

This position works within the Global Corporate Trust business unit and is responsible for cash and asset management of trust accounts including monitoring and investment of balances, valuations of assets and collateral, and the proper funding of accounts in compliance with governing trust documents. Uses bond financing documents, along with internal control mechanisms, to interpret the amount and timing of cash and asset movements. Prepares trust accounting system entries, calculating and executing debt retirements, and other account transaction duties. Interacts with specialized units to provide meaningful quality measurements to account managers to ensure that cash and asset management procedures are followed, and legal document requirements are met. May also involve some direct client interaction.

Working knowledge of investments, accounting transactions, and client service. Ability to interpret bond financing documents to decipher all aspects of cash and asset transactions relating to the account. Ability to perform mathematical calculations which can include percentages, ratios, and bond interest as applicable. Well-developed analytical and problem-solving skills.

Proficient computer navigation skills using a variety of software packages including Microsoft Excel. Systems experience with Trust Accounting and Bond Accounting systems.

1996 – 2003 FLEET NATIONAL BANK/STATE STREET BANK

Senior Client Service Administrator/Assistant to one Vice President

Duties include customer relations; assisting officer with administering

a complex account load including bond issues in money market and

other innovative variable rate modes; special capital reserve fund issues

with complicated funds moves and investment agreement balancing, as

well as other types of work intensive transactions. Initiated a streamline

on receipting funds from HUD on local housing authority issues.

Contributes long running expertise with systems knowledge (SEI,

UCCELL, HOGAN & PARTY PROCESSING).

1989 – 1996 FLEET BANK

Client Service Administrator, Assistant to two Vice Presidents

Administrative Assistant, Secretary

Duties include customer relations; daily correspondence; processing

of various customer accounts; including trusts, IRA’s, custody

documents; cash and wire transactions; maintenance of customer

records and accounts; and preparation of probate accountings.

1987 – 1989 SOROKIN, SOROKIN, GROSS, HYDE & WILLIAMS

Administrative Assistant/Secretary

Duties include overseeing employees’ insurance records;

coordinating special events; office tasks such as typing and

correspondence; filing and maintaining schedules and calendars of

supervisors; ordering of supplies; and assisting office personnel

during other secretaries’absences.

1982 – 1987 CHILD & FAMILY SERVICES ( HARTLEY-SALMON CLINIC)

Secretary/Receptionist

Duties included various office responsibilities such as preparing

reports and forms; heavy telephone contact with clients; preparation

of monthly supply inventory; preparation of payments/deposit records;

maintenance of case records and assignments; and daily correspondence

including typing letters and statistical reports.

1981 – 1982 OFFICE MANAGEMENT SERVICES INC (Temporary Employment

Agency)

Worked at various companies in the Hartford, Connecticut area,

Including Aetna, Travelers, Connecticut General, The Hartford Insurance

Company, and HELCO. Duties included routine office and clerical

Tasks.

EDUCATION: Bloomfield, Connecticut High School.

Member of Spanish Honor Society

Received college credits in Accounting and Spanish

Training classes in Lotus/Ami Pro systems

OTHER: Proficient in Word processing (Ami Pro/Word/Lotus/Excel/Windows) as

well as having the ability to grasp new software systems in an expeditious

manner. Extensive customer service experience. Strong organizational

skills as well as completing duties in a timely and accurate manner.

Contact this candidate