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<pre>Array ( [var] => cut_url ) </pre> Resume for Evy J. for Manager / Supervisor / Team Leader / Financial Services in Freed, Pennsylvania. Search More Resumes for Manager / Supervisor / Team Leader on #3GTEA243U

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Resume for Evy J. for Manager / Supervisor / Team Leader / Financial Services in Freed, Pennsylvania

Occupation: Manager / Supervisor / Team Leader Industry: Financial Services
Country: United States City: Freed
State: Pennsylvania ZIP: 15042

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PROFILE: Highlyeffective professional with Client Service, Project Lead, Operations Analyst, and Back
Office Investment Support competencies. Exemplary problem solver focused on controlling costs and
saving time through welldefined project goals and systems. Utilizes + years experience in customer
service, organizing projects and meeting/exceeding deadlines. Known for providing total quality customer
service and client confidentiality. With over years in the finance industry, back office investment
support, custody, client service, trades and corporate actions. Values personal integrity and accountability.
Proficient on IBM and Mac platforms and with Microsoft Office Word, Access, PowerPoint, Excel, and
Outlook, Lotus Notes, Documentum, Expedition, Moxy, Oasys, Swift, Bloomberg, Alert, Axys, and
various other Internet Software Applications and Mainframes
Unit Manager – Custody, BNY Mellon, Pittsburgh, PA
. Reconciled outstanding issues such as rounding errors in share and cash positions
. Participated in special projects including disaster recovery testing
. Setup accounts for internal clients to allow them to trade mutual funds
. Processed client trades through letters of instruction, phone contact, and/or data entry
Team Lead – Portfolio/Client Services and Reporting, BNY Mellon, Pittsburgh, PA
. Updated and maintained accounts in Microsoft Access and mainframe databases
. Customer Service liaison with internal and external clients to resolve issues
. Administered the transition of assets coming in and out of bank
. Sent daily and weekly financial reports to clients
. Substituted for VP of Client Services in meetings, trainings, and general office/group workflow
. Performed in committee to identify the training and skill sets needed to improve employee performance
. Acted as the Source of Information for associate groups functioning within the bank
Expense Account Analyst Contract, Wells Fargo, San Francisco, CA
. Monitored and managed fee changes/charges within mutual fund accounts
. Processed and uploaded extracts from various accounting firms and produced reports
. Produced board books for quarterly stockholder meetings informing them of account changes
. Assisted with the budget by locating and entering data requested by management
. Billed and disseminated monthend reports
Sr. Operations Support Contract, BNY Mellon, San Francisco, CA
. Processed and uploaded buy and sell trades using Oasys and Access
. Monitored and managed company identification changes
. Worked to resolve outstanding issues such as broker and corporate action discrepancies
. Troubleshot Access database for problems/issues affecting reporting requirements
Investment Operations Analyst, Franklin Templeton, Rancho Cordova, CA –
. Worked with brokers and clients to manage accounts
. Setup accounts on the mainframe and Alert and trained others to cover in absence
. Identified and resolved client/account problems as a team member
. Investigated and corrected manually “unsettled” trades reported by database
Implementation Analyst, Mellon Trust of New England, Everett, MA –
. Held positions including Operations Analyst, Corporate Actions Recon Analyst, and Sr. Income
Collection Specialist
. Rewarded on three occasions for outstanding reconciliation and communications skills
University of New Hampshire, Durham, NH Associates Degree: Applied Plant Science
Brigham Young University, Provo, UT Areas of Study: Business Management and Landscape

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