Eric Doane Email & Phone Number

Woburn, Massachusetts, United States

Perform review and reconciliation of daily transactions, ensuring accurate calculation of fund prices and cash movements are in balanceEnsure accurate and timely delivery of daily reporting and processesProvide superior customer service to clientsIdentify, research and solve problems that may ariseBuild expertise within the Investment Services teamProven ability to reprioritize based upon client deadlinesWork closely with internal operations and systems teams to improve processes and drive operational efficiencyPerform monthly close process and strive to exceed client & management expectationsReview and respond to client inquiriesWork effectively with internal departments to prioritize client requests, deliverables and issue resolutionAssist senior team members in the preparation and implementation of client conversions

Boston, Ma

Customer service, SEC filings; XBRL

Somerville, Ma 02143

Customer service; SEC filings for investment companies, IPO's, corporate filings; XBRL; Print production; Content management; Proofreading; Writing work instructions; Billing.

Wilmington, Ma 01887

Customer service and planning for commercial sheet-fed and web presses (with in-line finishing capabilities on heat-set webs); Planned jobs to saddlestich or perfect bind on in-house equipment. Experience creating/using Excel spreadsheets for listing detailed information on multiple lots with several time periods, for multiple piece mailings, and to communicate priorities throughout the plant.