CHRISTINA T. BOSH
Pittsburgh, PA 15216
Phone: 412-***-****
Email: ******@***.***
OBJECTIVE: To obtain a challenging position where I can utilize my financial and administrative skills. QUALIFICATIONS
I have worked over 30 years in finance in various roles, including administrative, legal assistant, and tax. EDUCATION
1983-1984 Community College of Allegheny County, -Major: Journalism. 1979-1983 Keystone Oaks High School, College Prep Courses. EMPLOYMENT
6/24-5/25: Administrative Coordinator Private Family Office, Schneider Downs, Pittsburgh, PA Perform a variety of clerical duties, including- scheduling meetings, submitting expense reports, and composing correspondence letters to clients; Also responsible for uploading client tax and financial documents to client binders.
5/23-12/23: Client Delivery Service, Baker Tilly, US LLP Process tax returns for clients; assist Partners with tax preparation. 2014-2023: Senior Administrative Assistant, Wealth Management & Finance BNY Mellon Perform a variety of clerical and secretarial duties. Including, scheduling meetings, ordering office supplies, compose correspondence to clients. Schedule travel for managers and complete travel and expense reports. Assisting with completion of subscription documents for new accounts. 2007-2014: Senior Administrative Assistant, Internal Audit, BNY Mellon Assist Auditors with travel reservations, meeting requests, and telephone coverage. Set up interviews for all managers and assist with community service programs for the department. Also, assist with issuing Audit reports.
2003-2022: Tax Preparer - H&R Block
Assist client with their tax needs. Prepare tax returns for individuals and also for small corporations. 2000-2003: Senior Administrative Assistant, Federated Investors Assistant to Senior Management arranging travel/update prospectus information/ schedule meeting. 1998-2000: Board Relations Assistant, Federated Investors Compile and organize information for quarterly board meetings. Prepare travel and board books to members.
1996-1998: Brokerage Client Service Rep., Federated Investors Assist brokers with portfolio questions. Offer client service assistance to brokerage areas. 1994-1996: Retirement Plan Service Rep.., Federated Investors Record keeper for individual banks employees. Reconcile reports and distribute funds when advised by banks.
1990-1994: Reconciliation Assistant, Federated Investors assist trading department to ensure accuracy with company’s trades.