Office Support Specialist with Strong Details
Resume:
ROSALIE
BELCHER
**************@*****.***
Edwardsville, IL 62025
HIGHLIGHTS
Excellent First
Accuracy Attention Detail
Microsoft Office
Window 11
Computer Savvy
Customer Service
Data entry
General Office Skills
60 WPM
Technical /User Support
EDUCATION
East Alton-Wood River High School
01/1980
High School Diploma
Sandford Brown Business College
05/1987
Office Information Specialist
SUMMARY
Office support professional offer versatile office skills and proficiency in in excessive computer programs, and problem solver who readily adapts to change, work independently, and exceeds expectations. Able to juggle multiple priorities and meet tight deadlines without compromising quality. Highly motivated professional who is quick learner and easily adapts to changes Independent thinker with attentions to details and the ability to review and prioritize workflow. Excellent communication (verbal and written) and interpersonal skills. Strong organizational and time management skills and ability to prioritize.
Experienced with maintaining accurate records and handling various office tasks efficiently. Utilizes strong organizational skills and attention to detail to manage daily administrative duties. Knowledge of office software and document management systems, ensuring effective support for team operations.
EXPERIENCE
Strategic Staffing Solution - Wells Fargo Advisors - Security Operation FA Transition Services
St Louis, MO • 05/2025 - 10/2025
Directly assisted Financial Advisors (PCG, WBS, FINET, and First Clearing) with transitioning new clients into Wells Fargo Advisors which includes New Account opening with Smartstation with the knowledge and processing New Account opening with different type of Advisory products (AA, PIM, PUMA and FUNDSOURCE), Trust accounts, Joint, Single, Sep Ira, Roth Ira, Traditional Ira, Inherited, 529, UGMA.
Very detailed oriented when processing the information into Smartstation and know the procedure on how to process each individual accounts.
Part of the New Account opening is additional on how to fill out ACAT, ACH, Annuity Broker Dealer Change form, Ira Distribution, TCIP, Third Party Transfer, and processing ACAT'S.
Vert import to keep a file record for each household.
Coordinating with Travel throughout United States to help New FA's with their transition with setting up their clients new account household.
Wells Fargo Advisors – Security Operation FA Transition Services
Logix Guru - United Steel - Granite City Steel - Administrator Service Associate
Granite City, IL • 04/2022 - 10/2023
Working on the drawing management system for manufacturing plant.
Activities include scanning physical drawings, taking physical and online inventory drawings, typing descriptions of drawings on to Citrix PC Print Room management system in making correction of description, uploading PFD files any missing drawings to the drawing management system.
Taking inventory of physical drawings in drawing towers and hanging files.
Utilizing excel to manage progress and reporting progress to the reporting manager.
Utilizing excel as an intermediary step of the drawing process.
Granite City Steel
Rose International - Ameren - Investor Services Representative
St Louis, MO • 05/2021 - 01/2022
Under direct but not constant supervision, to do clerical work requiring the exercise of care, accurate observation and the use of independent judgments in connection with stock records.
To maintain and balance internal accounting controls; to communicate with investors and their agents; to prepare and process dividend payments, proxies, tax information, and stock purchase plan statements, to prepare and analyze reports; to do word processing, typing and other basic clerical functions; and to perform related work as required.
In this connection, to perform details of work such as: Maintain appropriate internal accounting controls, including the balancing of outstanding shares and various financial accounts.
Research records and respond to inquiries from investors, bankers, brokers, attorneys, etc. by telephone, in writing and in person.
Handle payment, distribution, and replacement of dividend checks, sinking funds and redemptions, and electronic payments.
Process the transfer of stock and bonds, whether by certificate or book entry.
This would also include the consolidation of accounts, and the replacement of lost certificates.
Perform daily activities of DRPlus or any other Company stock purchase plan assigned, including the processing of cash investments, the sale, issuance and deposit of shares, and the reinvestment of dividends.
Analyze computer generated reports. Compile data and prepare various reports.
Handle special projects such as escheatment, due diligence and locating lost investors.
Use of personal computers to enter changes to investors' accounts and prepare cost basis and other information.
Performs clerical tasks such as typing, word processing, filing, etc.
Ameren Investor Services Representative
Talent Bridge - Wells Fargo Advisors - Securities Ops Service Spec
St Louis, MO • 07/2020 - 05/2021
Processing trade comparison service handles transactions executed on the NYSE, Amex and OTC market places and includes domestic as well as foreign securities.
Securities are deposited through DTC center the CNS system.
NSCC (National Securities Clearing Corporation) is a post trade processing including inputting settlement date of delivery and receiving.
To complete the comparison, we must manually input security info into the Beta System to make sure we are in balance.
When we are out of balance, we must calculate on how much of the dollar amount that we are out of balance in and do a lot of research and figure out why we are out of balance.
When there is a problem that arise, and the securities does not match up on what we have I will have to communicate with DTCC/NYW to figure out the security problem.
I also have a daily communication with my co-workers regarding DTC entries for NSCC to make sure we are in balance.
Wells Fargo Advisors – Securities Ops Service Spec
U.S. Department of Commerce Bureau of Census - Census Enumerators
Springfield IL • 08/2020 - 09/2020
Census Enumerators assigned neighborhoods and knocking on doors of households explaining the purpose of the Census, answering their questions and recording their answer using a Smartphone also keeping the household information is confidential.
Another part of the job is to maintain and submit records of hour worked, miles driven and also expenses incurred on the job.
Census has compliance issue that they keep everything confidential.
I am in the top 5.
Beacon Hill Financial - Delta Dental - Administrator Service Associate
St Louis, MO • 01/2019 - 04/2020
General description of the jobs is that we aid Vision offices and Dental offices, subscribers, and group contacts via written and verbal communication.
Investigates and resolves problems and communicates benefit information as requested—taking whatever steps necessary to resolve inquiry.
Customer Service is responsibility dto response to Customer inquiries (written, verbal and electronic) regarding benefits participating doctors and eligibility, analyze claim problems and take appropriate action to ensure that the claim is properly filed correctly, assisting and explaining their Insurance benefits that they are eligible for Vision and Dental.
Must be comprehensive understanding of various screens and transactions utilized in claim processing, eligibility functions, Medicare, Medicaid and benefits programs and provider information; including a thorough understanding of dental and vision procedures and benefit determination.
Delta Dental
DISYS - Well Fargo Advisors - Advisory Operation Service Specialist III
St Louis, MO • 02/2018 - 08/2018
Advisory is responsible for the effective and support of Advisory Account for set-up and Maintenance tasks for Financial Advisors, branch staff and the home office staff.
Advisory act as a support call center/customer service request as wells as performance of a variety of operational tasks for complex securities or cash related transaction or process that require extensive knowledge of unit functions and system and working with Wisdom for Advisory account set up and notifications, regarding complex error with the request.
Responsibility includes differentiating, processing, and reconciling transactions, researching inquires, resolving customer complaints, review time sensitive /complex documents and working with Smartstation and Champ cases.
Coordinate situations involving multiple departments.
Provides back-up for the other desk.
Wells Fargo Advisors – Advisory Operation Service Specialist III
DISYS -Wells Fargo Advisors - Advisory Operation Service Specialist III
St Louis, MO • 01/2018 - 02/2018
Advisory Cash Management is responsible for processing ATI for incorrect deposit, Product or Switch Managers and withdrawals through wisdom.
Inside the que select items and export them from Wisdom to excel spread sheet.
Copying excel file to ATI Daily excel template.
Run Macros (Mano, Manager Code and FD type cat-code) adding Macros information to the ATI excel spread sheet.
Processing work item in the que in Wisdom also matching items and noting the clients account to the ATI Daily excel spread sheet.
Once completed move data from the ATI excel spread sheet to MPO ATI excel spread sheet.
Open up MPO data base and configure with MPO ATI excel spread sheet to send emails to the Advisory Managers.
Once completed move data to the follow-up spreadsheet copied from ATI daily spreadsheet (account number, amount, Mano code, Manager Code, FDTYPE code) to complete the follow-up spreadsheet.
Working with what the difference between Mano codes are and adding restrictions to the clients' accounts in Beta, sending emails to the customers if more information is required and or if the request cannot be processed, and search multiple search engines with BETA (AHIS, ZEMAN, ACTU, VALU, AIRE, AND DESC).
Wells Fargo Advisors – Advisory Operation Service Specialist III
DISYS - Well Fargo Advisors - IRA Processing
St Louis, MO • 07/2017 - 01/2018
IRA Processing is responsible for processing Annuity liquidations and Brokerage BPMS on wisdom and Death Claims and imaging Death claim paperwork through email.
Utilize wisdom and beta-(CLED) screens to ensure the annuity contract and death claim and also BPMS entries is linked to the account, and it is a custodial held annuity.
Brokerage BPMS system working with emails copying and pasting liquidation entry and approving Annuity liquidations and printing the approval entry into the BPMS data base, sending emails to the customers if more information is required and or if the request cannot be processed.
If all information is verified and request can be processed and noted on beta - (SPAD) with the contract number and FedEx tracking number and dollar amount being processed.
Copy all the completed Annuity liquidation paperwork and Federal Express the paperwork and send copies to imaging or Fax the Annuity liquidation paperwork when requested.
Wells Fargo Advisors – IRA Processing
Aerotek - Wells Fargo Advisor - Lending Bank Service
St Louis, MO • 01/2017 - 06/2017
Lending Bank Service is responsible to make sure that there is a correct Suitability note in Smart Station regarding a Variable Loan that the client has taken out.
Working with Business Management program along with Smart Station and comparing to make sure the information match with each other regarding the suitability note that is attached with a note in dashboard in Smart Station.
Suitability note has the five bullet points: purpose, loan amount, time horizon, repayment plan, and risk are noted in account for the completed suitability note in Smart Station.
If the suitability note is not completed, we email or speaking with someone for assisting with an issue to complete the suitability note.
The main purpose of this position is to read every item in dashboard looking for the completed suitability note and also comparing info with Business Management.
Also downloading PCL and SPL from email attachment and summary report, generating and copy information to Excel file and make up a new file to be able to down load attachment to the Business Management file program.
Wells Fargo Advisors – Lending Bank Service
Aerote - Wells Fargo Advisor - IRA Processing
St Louis, MO • 09/2016 - 01/2017
IRA Processing is responsible for processing Annuity liquidations and Brokerage BPMS on wisdom.
Utilize wisdom and beta-(cled) screens to ensure the annuity contract is linked to the account and is a custodial held annuity.
Brokerage BPMS system working with emails copying and pasting liquidation entry and approving Annuity liquidations and copying the approval entry, sending emails to the customers if more information is required and or if the request cannot be processed.
If all information is verified and request can be processed and noted on spad with the contract number and FedEx tracking number and dollar amount being processed.
Copy all the completed Annuity liquidation paperwork and Federal Express the paperwork and send copies to imaging or Fax the Annuity liquidation paperwork when requested.
Wells Fargo Advisors – IRA Processing
Kforce - Wells Fargo Advisor - Middle Office
St Louis, MO • 07/2014 - 02/2016
The Regional Control Group are responsible for the verification of good funds and document review of Wealth Brokerage Services channel asset movement transactions such as distribution to the Bank account or Bank account to the brokerage account and Document View comparing the document to the correct service request.
The specialist is responsible for performing a variety of operational task for moderately complex securities or cash related transaction or processes that require general knowledge of unit functions (Wisdom) and (Beta) systems for completing the service request with excessive data and keypunch entries to complete the bank deposit request.
Document views comparing to service request working with notification, additional transaction, and DocView.
Also approved and processed Collateral approvals and noted Spad.
Wells Fargo Advisors – Middle Office
Kforce - Wells Fargo Advisor - Regional Control Group
St Louis, MO • 07/2013 - 01/2014
The Regional Control Group are responsible for the verification of good funds and document review of Wealth Brokerage Services channel asset movement transactions such as distribution to the Bank account or Bank account to the brokerage account and Ira Plan distribution regarding ACH instructions.
The specialist is responsible for performing a variety of operational task for moderately complex securities or cash related transaction or processes that require general knowledge of unit functions (Wisdom) and (Beta) systems for completing the service request.
Wells Fargo Advisors – Regional Control Group
Kforce - Well Fargo Advisor - New Accounts and Maintenance
St Louis, MO • 03/2013 - 06/2013
New Accounts are responsible for approving service request on (Wisdom) to update the clients' accounts in Beta system correcting personal information (client name, date of birth, address, phone, social security number, any personal information).
Wells Fargo Advisors – New Accounts and Maintenance
Account Temp - Wells Fargo Advisor - WBS Cash Transfer IRA
St Louis, MO • 04/2012 - 12/2012
Complete Ira distribution and contributions.
Setting up service request on Wisdom system and completing the request by checking clients account in Beta system for funds, creating Rock check, looking in Hogan system for account information, complete an entry on the RRTC in Beta system for tax withholdings, also complete an ETRAN entry to move fund to the Wells Fargo Banking account.
Wells Fargo Advisors - WBS Cash Transfer IRA
Wells Fargo Advisors - Security Operations Service Specialist
St Louis, MO • 05/2009 - 09/2011
Managed Unit Investment trade entries and execute trades on the CRC System.
Buying and selling Units, calculate the correct units amount for trade corrections, 5999 Inventory report, T+1 report and orexing the correct trade on the Beta System and also execute entries on Wisdom.
Working with Beta regarding a DTC entry to for a UIT cusip exchange to re-investment to non-reinvestment or non-reinvestment to re-investment and processing (Glen) entries to complete the exchange.
Supported FC's and trade support team, answering calls regarding Unit Investment Trades.
Security Operations Service Specialist
A.G. Edwards & Sons, Inc. - IMCS/Correction Clerk
St Louis, MO • 11/2004 - 05/2009
Process PAS and AGE Managed account trade through IMCS (PAS order management system).
Determine the correct execution format for single account versus multiple account orders and execute orders to meet the trace regulatory requirements.
Ensure orders are processed correctly for agency and principal trades.
IMCS/Correction Clerk
A.G. Edwards & Sons, Inc. - Taxable Corp Bond Inventory Clerk
St Louis, MO • 06/2004 - 11/2004
Ensure FC orders for inventory items are accurately filled and executed in a timely manner in accordance to TRACE regulations and bond availability.
Balancing all inventories and a fall out reports, prepare and type turnover ticks, and on to the inventory, make sure securities is set up in the system, fill retail buy and information on the ticket.
Taxable Corp Bond Inventory Clerk
A.G. Edwards & Sons, Inc. - Full time Temporary Clerk
St Louis, MO • 02/2000 - 06/2004
Provide temporary help in different departments in the Company.
General Information clerk, coordinate travel for the Analyst and provide administrative support to home office and branches.
Full time Temporary Clerk
A.G. Edwards & Sons, Inc. - Initial Licensing Coordinator
St Louis, MO • 06/1997 - 02/2000
Coordinate Initial Insurance License for Financial Consultants & Trainees.
Schedule Insurance pre-licensing course and Insurance Exam in different states.
Keep FC'S continuing education up to date.
Investigate problems and proof-read Insurance application in detailed manner.
Follow-up with State Insurance Agency for FC'S License.
Initial Licensing Coordinator
A.G. Edwards & Sons, Inc. - New & 1035 Business Processor
St Louis, MO • 06/1989 - 06/1997
Proofread Annuities and 1035 Exchange for rules and regulation for Insurance and Annuity Company application as well as the home office rules.
Communicate with FC's margin department, and IRA department for approval to pay, and follow-up with Insurance Companies to resolve problems.
New & 1035 Business Processor
A.G. Edwards & Sons Inc. - Annuity Policy Issue Clerk
St Louis, MO • 12/1988 - 06/1989
Processed and maintained accurate records of client transactions and account activities.
Assisted in the preparation of financial reports and documentation for client meetings.
Coordinated communication between departments to ensure smooth operational workflows.
Implemented improvements to filing systems, enhancing document retrieval efficiency.
A.G. Edwards & Sons, Inc. - Commission Accounting Clerk
St Louis, MO • 01/1988 - 12/1988
Commission Accounting Clerk. Annuity and Insurance trades daily on Aladdin for netted Brokers' commissions, enter sales figures on PC for weekly reports, prepare cash receipts, deposit checks for Insurance Agencies, type checks daily.
A.G. Edwards & Sons Inc, - Life Insurance Annuity Clerk
St Louis, MO • 10/1987 - 01/1988
Processed and organized documents to ensure efficient workflow and accessibility.
Maintained accurate records using electronic filing systems for improved data retrieval.
Typing, copy distribute appropriate paperwork forms for commissioning, draft checks, prepare outgoing mail and Federal Express.
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