Intern Consultant
• Prepare 2000+ pieces of return mail for remailing to ensure regulatory compliance, generate 200+ inbound mail barcodes for tracking during transit• Catalogue 500+ CDs containing various types of financial statements to increase their accessibility for Document Retrieval• Sort 500+ return mail envelopes utilizing Profile Canvas to identify mail that require further inquiry• Organize 500+ Account Transfer forms to expediate data entry• Design Money Movement and Account Transfer's monthly meeting attendance Excel spreadsheet• Generate Excel workbook for Money Movement and Account Transfer to document submission of documents via email, Kana, and fax