Andrea Salik Email & Phone Number

Concord, California, US

Currently Review and Update Cost BasisReview and Perform Cost Basis Analysis on AccountsCreate Cost Basis ReportsRun Daily Transaction and Tax auditsReconcile Any Transaction OutagesProcess Any Reporting Request Regarding Cost Basis Maintenance, Tax Form Updates, Tax Form Requests and Tax Form Related Questions.Preform Tax Package Audits, Including.

Concord, California, US

Processed money movement requestsReviewed incoming assets to determine sales needed to be placed or if they could be moved in kindWorked with our High Net Worth partners to help evaluate incoming assetsCreated training plans and training documentation for incoming associatesHelped to resolve complex Cost Basis requests Provided oversight on incoming Cost.

Westlake, Texas, US

• Worked with Financial Advisors answering complex cost basis and tax reporting questions
• Upon request generate Cost Basis, Tax and Workflow reports
• Process requests to update Cost Basis preferences
• Building relationships with High Sales Investment Firms
• Help explain complex corporate actions/mergers to Financial Advisors
• Educate Advisors on IRS Cost Basis regulations

Los Angeles, CA, US

• Primary responsibilities/essential functions:
• Currently serves as a liaison between Capital Group Companies, internal/external clients and vendors regarding system outages, system enhancements and delays.
• Performs system maintenance by reviewing and completing requests to update accounts or settings in business systems in response to customer needs, system issues or projects.
• Develops reports by gathering requirements, meeting with business requests to clarify the purpose of the report. Determines appropriate reporting method and documents, programs, and tests reports as needed.
• Provides programming, reporting and analytical services to internal and external parties while using SQL, Monarch and other database technologies.
• Proficiently participates in periodic production and statement audits.

Los Angeles, CA, US

• Primary responsibilities/essential functions:
• Worked with internal and external customers regarding inquiries, processed requests, concerns or to resolve discrepancies on client’s accounts
• Educated and consulted on company products and/or services via telephone, email or written correspondence.
• Effectively tested and improved production enhancements for the updated Cost Basis regulations. Also trained associates on the new cost basis regulations and serviced as a subject matter expert
• Ability to learn new procedures and concepts quickly and apply them with accuracy
• Helped managers with process and quality improvement efforts, issue resolution and training efforts with implementation and influence

Los Angeles, CA, US

Under direct supervision of more senior staff, performs a basic to intermediate array of customer service activities and initiatives in support of the company's products and services. Interacted with internal and external customers regarding inquiries, requests and concerns while providing superior customer service. Built professional relationships with.

As a Supervisor, I was responsible for organizing the towing of vehicles from ASU’s campus. I would also handle any administrative dues: which included account reconciliation, data input and coordinating the release of vehicles. I would also dispatch parking enforcement officers to various different locations to enforce parking violations. I was also.

As a Student Clerk, I was responsible for helping customers find books, creating store displaces and inventory. I also helped with the implantation of updating our book sorting process which made our inventory audit easier.