Branch Office Administrator Resume
–: Branch Office Administrator -Edward Jones Investments
Provided customer service and general office administration to a local branch. Supported and assisted the Investment Representative with various marketing strategies and sales development. Also, maintained customer accounts, calculated cost basis, processed transfers, insurance applications, and worked closely with various insurance financial institutions, assisted with opening trusts, analyzed any legal documents and notarized documents for clients. Collaborated with vendors and other institutions to create and develop seminars and workshops. Joined various organizations to network with others in the community. Trained other Branch Administrators.
-: Customer Service Representative - Andover MA
Provided customer service to the general public, brokers and other relevant institutions. Executed mutual fund trades answered any relevant questions on administrative, marketing and legal questions. Involved with troubleshooting on the Internet to create a browser for a new tax site. Headed a team to create a tax resource manual for other associates within the company to use. Assisted and headed the College Savings dedicated customer service line. Also, created a major presentation to management utilizing power point to present the tax management site.
: Legal recovery Specialist Sear, Salem MA.
A liaison between Sears and their collection attorneys to assist in the process of reconciling, resolving and settlement of various delinquent credit accounts. Collaborated with the collection attorneys on any outstanding debt and the company’s legal recourse. Analyzed the outstanding accounts from collections, researched credit history and any other financials pertaining to the customer to determine the best course of action. Created and maintained commission reports on the attorneys. Also, assisted the on going court cases by supplying witnesses, reviewing any relevant legal documents provided by the court or attorneys, and notarized affidavits that were pending or going to trial. Consulted with the department heads on any negotiations for settlements presented by the attorneys. Utilized system applications such as Lotus, and Excel to create spreadsheets for presentations.
Also, analyzed data to troubleshoot system compatibilities for networking purposes. Contacted and interpreted credit reports using the three major credit bureaus for possible fraudulent information.
: Sales Associate Gen- More Oil Co. East Boston MA.
Sales associate who utilized cold listing along with telemarketing leads to generate new accounts. Received commissions and bonuses. Compiled a statistical list of other competitors and developed manual for the general sales department.
: Pension Consultant, Mercer Meidinger -Hansen Boston, MA. Responsible for enforcing tax laws and explicit instruction for company Pension Plans k, IRA, ISP and Deferred Plans. Analyzing detailed legal documents, formulating, developing pension benefits on going communication with legal, actuarial consultants along with the social security department and other legal institutions for interpretations of the plan and governing tax laws. Maintained a database for statistical purposes on Lotus was on a support team to upgrade windows using the basic language. Responsible for analyzing, interpreting and calculating contractual pension benefits. Maintained on going communications with the underwriters along with the company pension plan employer, their human recourse department to determine their benefits from the company’s legal contracts. Maintained and created databases to record benefit payouts using Lotus. Created spread sheets and reports on consulting fees and pension costs. Worked closely with Actuarial and Law Consultants for interpretation on all legal documents, tax legislation, compliance issues and other classifications to adhere and distribute pension benefits. Created intricate mathematical formulas for various pension payouts on company pension plans. Worked in the capacity of a liaison between the companies and their pensioners. Initiated with a team of consultants to create a record of benefit payouts.
: Pension Benefit Analyst. John Hancock Insurance Co., Boston MA.
Responsible for analyzing, interpreting and calculating contractual pension benefits. Maintained on going communications with the underwriters along with the company pension plan employees and their human recourse department to determine their benefits from the company’s legal contracts.
: Pension Benefit Technician, John Hancock Insurance Co., Boston, MA. Analyzed and interpreted contractual benefit inquires and statistical errors. Also responsible for enforcing The Retirement Annuity Act and understanding and following the strict guidelines of the tax legislation regarding the laws governing pension plans. Also, worked in class setting for six months with extensive training and testing required prior knowledge on algebra and various legal documents.
: Commission Specialist, John Hancock Insurance Co., Boston MA. Responsible for determining appropriate certifications of general and district agencies on small business insurance contracts. Provided agents with commission breakdowns on initial and trail commissions. Also, provided extensive oral and written communication between the different general and district agents. Generated asset reports to the agencies on a quarterly basis.
: Special Case Administrator, John Hancock Insurance Co., Boston MA. Balanced account receivable based upon payments of monthly and quarterly statements. Analyzed and adjust payments file using a batch and keypunch system.
: State Street Bank- Bank Teller
EDUCATION:
North Shore Community College.-presently, criminal law, completing my degree to become a Paralegal
University of Phoenix, marketing
North Eastern University, business and computer courses
UMASS of Boston, business and social science
New England School of Banking certification program graduated
SKILLS: Notary Public, Windows, Internet, Word, Excel, Power point, Lotus and
Out Look Express and Html.
ACTVITIES: A Red Cross volunteer assisted on the campaign to bring public awareness “ natural disaster preparation” wrote editorials to the local media. A Peabody Historical Society member. Volunteered at Continental Cablevision from thru . Worked camera created storyboards and local television productions for charitable events for the city.
