Experience

TOWN OF SPENCER MASSACHUSETTS

• United States
• 1 - 100 Employee

• Senior Clerk

  • Dec 2022 - Present



Central Gutter Works

• North Brookfield, Massachusetts, United States

• Office Administrative Assistant

  • Jan 2020 - Present

  • Daily tasks such as invoicing, accounts payable and accounts receivable, customer relation calls, scheduling and booking appointments • Process contracts and job paperwork (scan, file, upload, email) • Publish content to social media and monitor community comments, messages, and engagements • Daily tasks such as invoicing, accounts payable and accounts receivable, customer relation calls, scheduling and booking appointments • Process contracts and job paperwork (scan, file, upload, email) • Publish content to social media and monitor community comments, messages, and engagements



Fidelity Investments

• United States
• Financial Services
• 700 & Above Employee

• Senior Publishing Developer

  • Jan 2014 - Dec 2018

  • Coordinated editing and production of electronic and print materials for large training organization• Worked closely with Instructional Designers, Project Managers, and others as needed to create materials for classroom training programs as well as for use online• Executed all facets of publishing: prepared layout, managed the publishing review process to ensure that final documents adhered to the firm's style guidelines, and submitted final PDFs for printing or online use• Ensured accuracy and integrity of published materials by producing materials that were error free and in adherence to Fidelity branding and template requirements• Regularly revised and published material to internal training website, accessed by facilitation team• Utilized Photoshop to edit screen captures in training materials, ensuring all sensitive client and associate data was properly masked• Managed file record retention and maintained archives of electronic training files for compliance purposes• Trained new team members in production workflow and provided one-on-one mentoring• Developed a team blog group on internal social business site and posted bi-weekly tips• Created fillable PDF forms to be accessed by learners online Show less

• Associate Publisher

  • May 2010 - Jan 2014

  Promoted to Senior Publishing Developer



Fidelity TalentSource

• United States
• Staffing and Recruiting
• 100 - 200 Employee

• Publishing Administrative Assistant

  • Oct 2008 - May 2010

  • Coordinated the printing and delivery of a wide range of materials, such as facilitator guides and participant workbooks, under strict project deadlines to support national training initiatives • Communicated with Learning Coordinators to confirm delivery of materials • Printed posters for meetings and training events • Ordered and managed office supply inventory • Assisted with scheduling and preparation for meetings including coordination of meeting facilities, distribution of meeting materials, and ordering of food • Managed all CD burning and distribution, including monthly CDs of content for Compliance • Provided back up coverage for Executive Assistant to Senior Vice President • Volunteered for a number of extra assignments in support of the Learning and Development Employee Engagement Committee • Woman's Network Group Committee-assisted with event setup Show less



Fidelity Investments

• United States
• Financial Services
• 700 & Above Employee

• Additions Specialist

  • Feb 2005 - Oct 2007

  • Processed a variety of financial transactions to make contributions and withdrawals to participant accounts• Provided superior customer service through both oral and written communication• Reconciled and maintained daily participant loan and contribution accounts• Interacted with participants through phone calls or written correspondence, utilized form and custom letters

• Legal Processing Specialist

  • Sep 2002 - Feb 2005

  • Responsible for overseeing the processing of power of attorney and tax levy documents for participants in defined contribution, defined benefit, and health and welfare plans• Eliminated backlog of power of attorney documents, which resulted in improved client and participant satisfaction

• Operations Specialist, Plan Reporting & Reconciliation

  • Apr 1999 - Sep 2002

  • Generated, prepared, reconciled and distributed monthly plan level trial balance reports to plan sponsors

• Health & Welfare Analyst

  • Dec 1996 - Apr 1999

  • Handled delivery of the Health & Welfare Product to clients and participants• Created reports from Access database, reviewed and distributed reports to client/insurance vendors• Input new employee information to the database, updated changes to existing data, and manually entered data for payroll contributions



First Data Corporation

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Senior Retirement Services Specialist

  • Jul 1995 - Dec 1996

  Promoted from Account Representative• Improved operations through consistent hard work and dedication• Collaborated with team members to achieve target results• Actively listened to customers' requests, confirming full understanding before addressing concerns

• Account Representative

  • Aug 1990 - Jul 1995

  • Provided excellent service that influenced one client to retain their business with the company (1200+ participants and 6 million in assets) • Responded to phone calls and written correspondence from plan participants• Interacted with other departments to resolve participant's account problems, and answer questions• Worked with Client Services Manager and Associate Client Services Managers to resolve outstanding plan level issues