Experience

The Connell Company

• United States
• Real Estate
• 1 - 100 Employee

• Office Assistant and Receptionist

  • Dec 2005 - Present

  Assist the corporate office in greeting all clients and visitors; announce and direct all visitors; answer inoming calls; transfer call; refer routine inquiries to appropriate personnel. Log in all courier packages and envelopes. Assist office personnel and other departments in office related duties. Assist the corporate office in greeting all clients and visitors; announce and direct all visitors; answer inoming calls; transfer call; refer routine inquiries to appropriate personnel. Log in all courier packages and envelopes. Assist office personnel and other departments in office related duties.



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Asst. to Branch Manager and Operations Manager

  • Mar 2000 - Dec 2004

  Assistant to the Branch Manager and Operations Manager. Performed a variety of functions that included: treasury operations, keying in checks to clients, accounts reconciliation, processing securities and correspondence and record keeping. Provided administrative assistance when needed, input and matched security transactions, handled Financial Advisors requests, and processed new accounts. Also reviewed deposits for appropriateness and accuracy; verified client account numbers; handled bounced checks and maintained log; prepared and made bank deposits. Deposited securities; conducted security verifications; monitored and processed security reorganization items when necessary. Processed check requests; printed checks and balanced the bank account; ensured proper paperwork was completed; ensured checks matched requests; had checks signed and authorized; mailed checks; verified clients account funds. Processed and distributed mail in accordance with Security Exchange Commission’s policy. Input orders; matched and distributed executions; processed trade errors; processed trade allocations through proprietary computer system; reconciled branch account; troubleshot order problems; maintained “good ‘til cancelled” file. Show less