Experience

Nashoba Valley Technical High School

• Design Services
• 1 - 100 Employee

• Administrative Assistant to the Director of Curriculum and Director of Admissions and Guidance

  • Aug 2016 - Present

• Special Projects

  • Aug 2015 - Aug 2016

• Receptionist

  • Oct 2012 - Aug 2015



Westford Public Schools

• United States
• Primary and Secondary Education
• 1 - 100 Employee

• Principal Aide

  • 2004 - 2012

  Substitute for the principal's secretary throughout the school year. I perform receptionist and clerical duties such as greeting school visitors, parents and others with school related business. Answers phones, takes messages and forward calls to appropriate personnel. I monitor the attendance line. I schedule interviews for prospective new hires. I run copies, send faxes and update student's files. Provide support for teachers and staff. Monitor children during lunch and recess. Maintain the mailing lists for the electronic school news that the principle sends out in his weekly email. Make school wide announcements. Distibutes school mail. Gives school tours. Show less



Sun Life Financial

• Canada
• Investment Banking

• Senior Compliance Analyst

  • 1988 - 2001

  Handle all aspects of minimum distribution requirements, including the preparation and coordination of mailing to 10,000 clients.Issue tax forms corrections for all related tax forms.Prepare daily tax withholding reports. Reconcile on a quarterly basis.

• Supervisor, Tax Dept.

  • 1985 - 1988

  Responsible for ensuring the daily processing operations of the dept were carried out. Assisted in the development and implementation of dept. policies and procedures. Provided all initial and follow-up training to staff. Handled IRS inquiries. Worked with other depts. in the interpretation and application of dept. policies (tax form corrections, withholding application and surrenders.

• Tax Clerk/Administator

  • 1981 - 1985

  Responsible for the complete review of liquidation requests for variable annuity and mutual fund retirement accounts, processing of the transaction and application of the related withholding. Responsible for maintaining the control logs for Pension and Annuity Withholding, NRA and Backup Withholding.



Putnam Investments

• United States
• Financial Services
• 700 & Above Employee

• Customer Service/Trades

  • Sep 1980 - May 1981

  Processed all trade requests received via the phone, from brokers. Processed all trade requests received via the phone, from brokers.



Commonwealth of Massachusetts/Dept. of Revenue

• Data Entry

  • Oct 1977 - May 1980

  Input taxpayer personal income tax information for the current tax year. Input taxpayer personal income tax information for the current tax year.