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I am a detail-oriented administrative professional with a strong background in financial processing, data reconciliation, and high-volume scheduling. I excel at keeping operations organized and ensuring accuracy under tight deadlines. I am known for handling confidential information with discretion and delivering exceptional customer service to support municipal and corporate teams. I thrive in fast-paced environments and take pride in making complex processes run smoothly.…I am a detail-oriented administrative professional with a strong background in financial processing, data reconciliation, and high-volume scheduling. I excel at keeping operations organized and ensuring accuracy under tight deadlines. I am known for handling confidential information with discretion and delivering exceptional customer service to support municipal and corporate teams. I thrive in fast-paced environments and take pride in making complex processes run smoothly.

Brian A. Green

Project Manager, Data Analyst, Graphic Designer, +2

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I am a detail-oriented administrative professional with a strong background in financial processing, data reconciliation, and high-volume scheduling. I excel at keeping operations organized and ensuring accuracy under tight deadlines. I am known for handling confidential information with discretion and delivering exceptional customer service to support municipal and corporate teams. I thrive in fast-paced environments and take pride in making complex processes run smoothly.…I am a detail-oriented administrative professional with a strong background in financial processing, data reconciliation, and high-volume scheduling. I excel at keeping operations organized and ensuring accuracy under tight deadlines. I am known for handling confidential information with discretion and delivering exceptional customer service to support municipal and corporate teams. I thrive in fast-paced environments and take pride in making complex processes run smoothly.

Available to hire

I am a detail-oriented administrative professional with a strong background in financial processing, data reconciliation, and high-volume scheduling. I excel at keeping operations organized and ensuring accuracy under tight deadlines.

I am known for handling confidential information with discretion and delivering exceptional customer service to support municipal and corporate teams. I thrive in fast-paced environments and take pride in making complex processes run smoothly.

Skills

Experience Level

Expert

Expert

Expert

Intermediate

Intermediate

Work Experience

Shareholder Specialist at BNY Mellon

November 1, 2023 - Present

Execute high-volume financial transactions and mutual fund trades with 100% accuracy. Conduct complex financial reconciliations to ensure precise tracking of gains and losses. Enforce strict compliance with federal financial protocols and data security regulations. Leverage advanced CRM systems, Microsoft Teams, and Avaya One-X to streamline workflows. Deliver top-tier customer support to financial advisors, shareholders, and institutional clients.

Administrative Assistant at Phillips, Silver, Talman, Aframe & Sinrich, P.C.

January 1, 2022 - November 1, 2023

Delivered comprehensive administrative support, managing document prep and executive scheduling. Served as the primary point of contact for client communications via phone and email networks. Organized and safeguarded highly confidential legal records in compliance with privacy laws. Streamlined office filing systems to improve data retrieval times for staff attorneys.

Dispatch Manager at Werner Final Mile Delivery Solutions / Rotman’s Furniture

September 1, 2021 - December 1, 2022

Managed regional logistics scheduling and resolved complex customer delivery inquiries. Processed weekly payroll and managed departmental invoice reconciliation workflows. Coordinated high-budget financial transactions related to third-party transportation logistics. Optimized dispatch routes to improve daily delivery efficiency and reduce operational delays.