Experience
U.S. Boston Capital Corporation Lincoln, MA
Administrative Assistant 12/01/08 to 11/15/11
„X Member of a unit providing support for high net worth private clients.
„X Maintain and prepare income balance sheets for client meetings.
„X Prepare various reports as requested for clients; cost basis, asset allocation, transfer of funds.
„X Prepare client investment applications and forms for submission. Follow up with investors to confirm processed.
„X Receive and respond to business correspondence (much of which is highly confidential), proofread, revise and edit materials for accuracy.
„X Arrange meetings and maintain calendars between two financial analysts and approximately 200 private clients.
Publishers Circulation Fulfillment, Inc. Waltham, MA
Administrative Assistant 6/11/07 to 9/26/08
„X Organize and prepare spreadsheets, documentation and proposals for presentation to upper management. Maintain MS Excel Service tracking, cost reports, and data sheets.
„X Data merge, print, and ship IC contracts, Schedule A¡¦s, Bonds, and other insurance materials as requested to Distribution Services nationally.
„X Supervise customer care temporary employees hired to resolve distribution issues of various newspapers in greater Boston and Connecticut. Communicate to distribution centers customer delivery problems and requests. Follow up with customers to assure problems are resolved.
„X Serve as a communications liaison between the PCF Waltham office and Distribution Services staff through verbal and written communications.
„X Maintain corporate reference materials (town/zip lists, phone lists, training manuals).
„X Responsible for the general production of corporate forms, interoffice mail distribution, and the processing of various Distribution Services mailing.
Dow Jones & Company, Inc. Needham, MA
Circulation Staff Assistant I 5/17/87 to 4/27/07
„X Worked ...
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