Carolyn Anderson Email & Phone Number

Cazenovia, New York, United States

Victor, New York, United States

• Analyzes daily reports using Microsoft Excel to communicate large trades, new account openings, and cash availability to the appropriate individuals and teams. • Creates monthly reports to be distributed both internally and externally to clients and investment firms.• Utilizes Sales Force to complete service requests regarding accounts invested in the Manning & Napier Mutual Fund, create reports for financial advisors, and look up account information.• Work with banks such as Charles Schwab, Empower, Bank of America, Voya, and others to ensure proper investing standards of the funds are being upheld. • Assists in processing monthly interface files from various banks to be uploaded to the Broadridge Integration System for internal reporting purposes. • Monitors and facilitates Participation Agreements for qualifying Collective Investment Trust accounts. • Utilizes Microsoft Teams and Zoom to communicate within a hybrid work environment.

East Rochester, New York, United States

• Utilizes QuickBooks to enter daily deposits for the three storage facilities as well as the other three rental properties. Additionally, enter and pay bills for all business entities including the personal account of the owners. • Assists in the preparation of personal financial statements for owners when requested. • Manages general office procedures such as answer phones and emails and tend to daily tasks to ensure proper office appearance, organization, and Covid-19 sanitation. Additionally, assist owners in any kind of specialized tasks that may be brought up.• Assists tenants with the understanding and completion of occupancy agreements and undergoes the necessary steps to move potential tenants in and out of units. Including the explanation of crucial documentation needed and laws associated with renting a storage unit.• Processes routine payments of cash, card, and check by mail, email, and phone. Contacts tenants with any past due balances and provides them with payment plan options after a certain amount threshold.• Trains new employees on daily office procedures for the storage businesses.

Rochester, New York Area

- Assists in filing sensitive documents, answering phone calls, greeting incoming traffic, and other duties as directed.

Rochester, New York Area

• Completes and processes new hire paperwork for students, including state and federal tax forms, and ensures proper completion of I-9 Employment Eligibility Verification form.• Handle all the student worker checks and make sure that the correct check is going to the respective student.• Interning over the summer to collaborate with Student Accounts to help ensure students are getting the clarification on how to begin working on campus and how to properly account for their hours worked.

Rochester, New York Area

• Interning over the summer to collaborate with Student Accounts to help ensure students are getting the clarification on how to begin working on campus and how to properly account for their hours worked

Rochester, New York Area

• Maintained organization of back room, kept stock of merchandise full and neat on the sales floor, and lead teams in monthly overnight floor sets.• Conducted training for new associates on customer service, cash handling, and store policies.• Quickly recognized as Employee of the Month for dedication to increasing sales, customer service approach, and organized approach to cash management.• Charged with supporting sales associates and customer returns, acting in the best interest of the company, while maintaining customer satisfaction.

Syracuse, New York Area

• Supervised cashiers, gas station clerks, cart clerks, and customer service desk to ensure compliance with state labor regulations, company cash management policies, and employee satisfaction.• Delegated cleaning and organizing tasks to employees to ensure store cleanliness and a positive customer impression.• Handle conflicts between employees as well as customer conflicts with anything in the store such as prices, policies, and/or workers.• Recognized as employee of the month in March 2014 for being an exceptional worker and going above and beyond for our customers.

Bachelor Of Science - Bs, Accounting And Finance

Associate'S Degree, Business Administration And Management, General