Allocating and Reshaping Trade for Clients

Utilizing the request management system to consult and resolve work orders from clients.● Scanning and indexing garnishments documents to modernize the company’s effort on going more paperless● Coordinated all the W2s and W2c’s coming in daily and examined that the documents were mailed to the correctaddress.● Organized spreadsheets through Microsoft Excel & Access to showcase individuals that may or may not receive theirgarnishments documents throughout each week.● Oversaw audit documents consistently and analyze through the company's database to payroll running● Accelerated the reconciliation process of deductions to payments to the general ledger● Process answer letters as required by state and federal law

Answering and assisting Vanguard investors with questions, monetary transactions, financial products and services.● Using virtual technology to develop relationships with clients and understand their unique investment to positionthe appropriate solutions or actions.● Lead with empathy and solutions oriented mindset to help clients understand the foundational needs of theiraccount.● Execute foundational requests, develop investment acumen and communication skills

Utilized Microsoft Excel functions, such as Vlookup, to scrutinize a price list of customer items that needed to revise the cross reference on a new database.Advanced AS400 database by cancelling orders per customer request & order entry of upcoming orders.Converted & Tracked Orders that needed to be shipped (Sam’s Club, Walmart, Vermont Country Store, Hayneedle, etc.)Organized and analyzed orders with relation to timely importance and urgency.Classified the Regal Status for all customers through purchase order numbers.Invoicing customer orders (Vermont Country Store, JCPenny, Bluestem, etc.)Documented processes of orders and performed maintenance on customer accounts.Resolved customer request issues and troubleshooted incidents with on call support.

Digitizing and organizing the records of the Visitor Services Division.Helped to modernize the operations of the Capitol Visitor Center

Conducted market research to assist the department with understanding the supply base and vendor capabilities to ensure optimal competition for solicitations. Utilized procurement systems and hard copy contract files to obtain details regarding contract spend, funding, and effective dates to identify errors, assist with spend analysis and provide visibility for more effective contract management.Utilized Microsoft Excel functions, including Pivot Tables and Vlookup, to analyze large amounts of data to update spend data on contract tracking spreadsheets. Updated the database regarding tuition reimbursement, tuition assistance, and education assistance.