Office Manager Resume

EXPERIENCE:

Confidential 2007 - 2010
Office Manager

Prepares individual and business taxes
Compile daily reports, weekly employee schedules, and payroll
Ensures tax, policy and procedure changes are enforced, as well as quality customer service
Forecast budget and marketing focus for upcoming year for two offices

Confidential, King of Prussia, PA 2006 - 2007
Equity Processor

Purchased, redeemed, and booked mutual fund trade orders on a daily basis. Executed foreign exchange conversions to allow purchases in different currencies
Updated daily NAVs using Bloomberg
Confirmed share balances, activity, matrix level, trading agreements, fee schedules, and dividend reinvestments with fund companies
Updated and managed NSCC networking reports
Helped with account reconciliation and settlement of clients' accounts
Made journal entries on the SIS system to credit and debit activity on clients' accounts
Prepared wire forms and executed transfers to clients' accounts using Wilco and SIS systems

Confidential, Camden, NJ 1999 - 2001
Data Management and Payroll

Provided data entry for a rehabilitation clinic (therapy hours for the patients and workers)
Made sure that all patients' hours are listed for the following week so that a schedule can be made to schedule further therapy
Handled payroll for employees on a weekly basis

EDUCATION:

Bachelor of Business Administration
Major: Finance
Minor: Real Estate

COMPUTER SKILLS:
Master the specifics of an array of computer applications including Microsoft Word, Excel, PowerPoint, Outlook, Access, Bloomberg, Business Objects, SIS (Securities Industry Software), and Wilco (Gloss).

ACTIVITIES & AWARDS:

Member, Confidential, 2004-August 2006
Volunteer, Confidential, August 2006-May 2007
Member, Confidential, 2001-August 2006

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