Assesses details of 100+ clients’ potential investment and plan documentation in conjunction with established trust and custody agreementsCommunicates discrepancies with investment documents to relationship staff, investment managers, and clients directlyPoint person for the bank’s Most Favored Nation Language Working Group and facilitates annual review of compliance with MFN language in agreementsMaintains database of all C&IS legacy trust and custody agreementsCreated and updates Legal Department Resource Wikipedia site for quick reference on different legal topicsDrafts and trains partners on proper C&IS authorized party documentation and procedures

Opened and updated new litigation files within internal system and client systemsNotified clients about new litigation and detailed litigationRequested fees and processed budget informationEscalated time sensitive and other urgent mattersMaintained relations with company's 120+ clientsHandled client concerns and complaints via email and telephoneDrafted motions, pleadings, and other documents for multiple attorneysFollowed up with clients, attorneys, paralegals, and other departments regarding protocol and other mattersLead training sessions about new client procedures and websitesTrained new employees on various client sitesInstructed new employees and seasoned coworkers on proper protocol for handling different situations, clients, and legal mattersWrote manuals regarding daily procedures and uncommon situationsOversaw specialty projects assigned by managersSupervised coworkers on specialty projects regarding different clients and procedures

Organized paperwork, office supplies, and promotional materials used by the companyCompiled Word and Excel documents with client information and resources from colleges and universitiesAnswered phoneRan errands around New York CityCleaned and prepped the conference room for client visits and meetingsData entryFiled receipts and paperworkGreeted and attended to clients

Recorded, managed, and replenished stock levelsSold promotional materials for several showsMaintained displays before and after performancesDelivered merchandise to theaters and businesses throughout New YorkInteracted with customers of all ages from not only the United States but lands abroadActed as ambassador for the theater patrons by answering questions related to each playhouseInstructed the customers on how to properly take care of the merchandise

In house representative for Men’s INC International Concepts (Water Tower Place, Chicago, IL 11/11 - 10/12) and Men’s Polo Ralph Lauren (Orland Square, Orland Park, IL 03/13-07/13)Drove sales and exceeded monthly brand sales goals Oversaw all aspects of department maintenance including checking daily sales reports, creating displays, and meeting with brand representatives to discuss sales and planning strategiesActed as a sounding board for suggestions from manager Sales volume leader for the store, recognized on district level for job performance Merchandised the department Assisted multiple customers simultaneously throughout the workday Worked to achieve a daily sales goalActed as supervisor during busier times of the yearGranted override privileges to better assist customers when management was not availablePromoted 3 times within the first month and a half with the companySales volume leader for the entire store of 1500+ employees (~$500,000 by Oct 2012)3rd highest number of credit card applications in the store (211 by Oct 2012)Recognized on district level for outstanding job performance

Completed insurance quotes individually tailored for potential clientsScheduled follow-up appointments to evaluate customer satisfaction Cold called people within the office’s service area to offer policies and services Corresponded with customers regarding concerns, claims, and paymentsFiled both existing and potential client records into easily understood groupsCreated documents for clients outlining information we needed to better assist themAnswered phonesFaxed, copied, and scanned different client information to accomplish their needsDue to the set up of the office, sat in the window of the agency to be the first person seen as someone came in and address their needs first

Attended monthly strategy meetings with the rest of the management staffDiscussed ways to improve employee productivity, past performance, and ways to implement new company proceduresCoached employees both on and off the floor on how to perform at their bestWorked with customers to understand their needs and better serve themDrove sales to improve store numbersEncouraged the application and opening of store credit cardsOpened and placed stock on the sales floorOpened and closed the storeHandled money not only at the register but also had access to the store safe and ran deposits to the bank

Reviews questionnaires for internationally-recognized fashion expertsModels clothing for potential fashion spreadsAugments the magazine's exposure through internet-based media

The Windy City Players is a group which performs children's theater across the country.

I ensured a safe, fun atmosphere for children and adults with physical and mental disabilities while promoting wellness and life skills.

Supervised student staff to provide safe, clean, efficient food service

Answered phones, did light paper work, operated office equipment, assorted office duties