Donna Murphy Email & Phone Number

Marshfield, MA, US

Marshfield, MA

 Schedule customer appointments; maintain Outlook calendar Maintain customer and work order data using QuickBooks Assist with print materials and online advertising presence

Marshfield, MA

• Processed and invoiced orders for Medical Facilities, both Domestic and International.
• Worked with Distributors and Reps providing samples and quotes to existing and potential customers.
• Determined product requirements, custom specifications, and pricing to provide to customers.

North Quincy, MA

• Operations position, responsible for processing of mutual fund accounts for multiple fund groups for 11 years.Fund Liaison
• Interacted with fund groups and banking institutions for investments and/or redemptions from accounts held with Boston Financial. Transmitted estimates of all monies to bank, which in turn is provided to the portfolio.
• Processed adjustments to accounts as needed to determine the applicable gain/loss amount.
• Reviewed various daily reports to ensure trade activity for accuracy and made adjustments as needed.Service Specialist
• Establish new accounts, purchase, redeem, transfer or exchange money from accounts.
• Reviewed incoming investment checks for accuracy deeming whether or not they are in good order.

• Provided administrative support and lend secretarial support to Client Service Officer and four Group Managers as needed. Make travel arrangements and set up meetings for management personnel.
• Preparation of client presentations, compile monthly statistical reports ensuring timely distribution to clients.

So.Walpole, MA

• Submitted medical claims for 500+ employees to insurance company and reviewed Explanation of Benefits to ensure proper processing.
• Updated monthly changes in employee’s coverage (i.e. single, family, retiree, etc.) to provide proper premium amount to accounting department.
• Participated in quarterly meetings with insurance company representatives providing feedback for review and consideration.