Experience

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  ING Investment Management

  • Braintree, MA 02169

  • Accounting Coordinator

    • Apr 2012 - Present
    • Braintree, MA 02169

    Processed weekly and monthly 401k Payments / 401k Loans Payments by various methods of inputs, including file transmission and data entry. Performed reconciliation activities to prove and balance transaction files and management reports. Provided accurate and timely reporting to management and clients through payment registers, deduction, tax registers, and custom query reports. Performed necessary research.

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  Plymouth Networking Group

  • Member

    • Apr 2011 - Present

    Being a part of a networking club that help others in their job search.

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  New England Business Education System

  • Braintree, MA

  • Student

    • Jul 2011 - Present
    • Braintree, MA

    Attending Certified Bookkeeper School.

• 

  1 Life at a time

  • advisee

    • 2011 - 2012

• 

  Computershare

  • STOCK TRANSFER AGENT

    • Aug 2007 - Apr 2011

    Processed daily requests including transferring routine items, non-routine, dealing sales, brokerage transfer stops/reissues shareholder's shares, and address, tax, and ACH changes. Sold and transferred stocks at client's request. Corresponded with clients in regards to accounts.Requested and confirmed funding with clients, brokerage companies, shareholders and various legal companies.

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  State Street Corporation

  • CLIENT SERVICE ASSOCIATE

    • May 2002 - Jul 2007

    Processed daily and monthly check runs by various methods of inputs, including file transmission and data entry. Performed reconciliation activities to prove and balance transaction files and management reports. Provided accurate and timely reporting to management and clients through payment registers, deduction, tax registers, and custom query reports. Performed necessary research. Processed daily requests including stops/reissues, return to trust, and address, tax, and ACH changes.Requested and confirmed funding with clients, vendors, and trust contact. Provided benefits payments processing and client services for Qualified and Non-Qualified plans, standard, outside, and auto funding, and timely report distribution.Demonstrated professional demeanor as well as professional verbal and written communications to clients, vendors, plan participants (retirees), and other departments. Maintained strong client relationships and delivered timely and consistent level of service excellence to clients.

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  Sovereign Bank (formerly Bank of Boston)

  • Senior Accounting Clerk

    • Jan 1994 - Jan 2002

    Served as cross trainer and team leader for daily work flow . Oversaw coverage for areas including loan maintenance, credit, and debit rejects. Researched discrepancies of payments; contacted customer and internal clients. Performed source verification of documents, account maintenance via double entry bookkeeping, posted accounts, and prepared monthly, quarterly, and annual reports.