My Resume - Gloria J. Niles
Gloria J. Niles
348 East 57th Street
Brooklyn, N. Y. 11203
(718) 451-3377
OBJECTIVE
A position utilizing my business knowledge and experience while offering an opportunity for professional growth and advancement.
GILMAN & CIOCIA
GULIELMETTI LEVINSON P.C., NEW YORK, N.Y. 08/03-10/04
Receptionist
Provided a range of receptionist service.
Answered phones, recorded accurate messages/screened and routed calls
Sorted and distributed all mail
Data entry: Faxes and copies of all documents for client monthly billing
Copied and set up closing documents folder
Faxed documents to clients
Kept track of all supplies
Entered and printed daily calendar
Updated Merlin mail voice messaging system
Updated docket sheets as needed
Greet clients and notify attorneys of their arrival
JP MORGAN CHASE, NEW YORK, N.Y. 09/96-01/03
Account Administrator
Processed transactions efficiently for clients with portfolios valued over $ 500 million.
Served as liaison between trading brokers and clients.
Interfaced with sophisticated wealthy family clients, their advisors, and staff
Worked on various internal proof codes for cash transactions
Debited and credited accounts
Monitored and set up multicurrency trades and prepared monthly statements
Monitored DTC confirmations
Investigated client inquires on dividend and interest payments
Resolved asset and cash breaks
Adjusted tax costs for Gain/Loss and 1099 reporting
Managed transition of new client relations, including acquiring custody agreements Corporate resolutions, and KYC documentation
Briefed clients at quarterly/yearly meetings
CHASE MANHATTAN PRIVATE BANK, NEW YORK, N.Y. 07/92-09/96
Consultant/Administrator Assistant
Responsible for ownership of nine assigned wealthy families relationships, their advisors, and staff.
Investigated and reconciled account overdrafts
Resolved fail trades
Intervened in corporate actions such as bankruptcies and mergers
Input domestic trades, multicurrency trades, domestic wires
Prepared monthly client financial statements
Prioritized and faxed daily reports and cash balances
Opened and close customer business accounts
CITIBANK, NEW YORK, N.Y. 08/90-04/92
Consultant/Account Administrator
Responsible for account processing and transfer of funds
Provided account balances
Requested duplicate statements
U.S. CENSUS, Brooklyn, New York 1990
Enumerator
Conducted census survey of household occupants
EDUCATION
S.C. BUSINESS & TECHNICAL INSTITUTE, BROOKLYN, NEW YORK
Certificate: Computer Entry Operator
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