Gerald Posey Email & Phone Number

San Francisco, Ca, Us

San Francisco, California, United States

Receive, sort, and deliver all incoming mail & packages according to assigned employees and within established time frames. Wrap, seal, weigh, affix postage and dispatch all outgoing mail/packages in accordance with postal regulations. Package and process outgoing overnight items, Federal Express, etc., Organize and distribute supplies to client. Verify and log orders upon delivery. Monitor inventory of copy supplies, stock paper and toner and keep supply area neat (inclusive of convenience… Show more Receive, sort, and deliver all incoming mail & packages according to assigned employees and within established time frames. Wrap, seal, weigh, affix postage and dispatch all outgoing mail/packages in accordance with postal regulations. Package and process outgoing overnight items, Federal Express, etc., Organize and distribute supplies to client. Verify and log orders upon delivery. Monitor inventory of copy supplies, stock paper and toner and keep supply area neat (inclusive of convenience copiers). Order lunches, snacks, and office supplies. Perform other administrative duties from inserting, copying, and photocopying to faxing as needed. Set up and maintain client’s kitchen areas and conference rooms, order food and make coffee. Maintain spreadsheet for social events and snacks for monthly cost expenses. Reconcile credit card purchases through American Express website. Welcome new employees assign desk and badges. Show less

San Francisco, California, United States

Check conference rooms and meeting scheduler throughout shift and make note of any changes to ensure meetings are set-up accurately. Set up conference rooms according to client's request, including audio/visual equipment, food, beverages, utensils, ice, liquor etc. Clean up conference rooms after use and return property to vendors if necessary. Prepare coffee and other beverages in assigned kitchens each morning. Communicate with supervisor or client on meeting request concerns or deadline… Show more Check conference rooms and meeting scheduler throughout shift and make note of any changes to ensure meetings are set-up accurately. Set up conference rooms according to client's request, including audio/visual equipment, food, beverages, utensils, ice, liquor etc. Clean up conference rooms after use and return property to vendors if necessary. Prepare coffee and other beverages in assigned kitchens each morning. Communicate with supervisor or client on meeting request concerns or deadline issues. Maintain inventory of catering supplies and order supplies as needed. Assist in training new hires. Prioritize workflow. Answer telephone in hospitality center. Adhere to Williams Lea and Epiq Tag policies in addition to client site policies. Use equipment and supplies in a cost-efficient manner. Inventory Liquor, Sodas, and Snacks. Show less

San Francisco, California, United States

Check conference rooms and meeting scheduler throughout shift and make note of any changes to ensure meetings are set-up accurately. Set up conference rooms according to client's request, including audio/visual equipment, food, beverages, utensils, ice, liquor etc. Clean up conference rooms after use and return property to vendors if necessary. Prepare coffee and other beverages in assigned kitchens each morning. Communicate with supervisor or client on meeting request concerns or deadline… Show more Check conference rooms and meeting scheduler throughout shift and make note of any changes to ensure meetings are set-up accurately. Set up conference rooms according to client's request, including audio/visual equipment, food, beverages, utensils, ice, liquor etc. Clean up conference rooms after use and return property to vendors if necessary. Prepare coffee and other beverages in assigned kitchens each morning. Communicate with supervisor or client on meeting request concerns or deadline issues. Maintain inventory of catering supplies and order supplies as needed. Assist in training new hires. Prioritize workflow. Answer telephone in hospitality center. Adhere to Williams Lea and Epiq Tag policies in addition to client site policies. Use equipment and supplies in a cost-efficient manner. Inventory Liquor, Sodas, and Snacks. Show less

San Leandro, Ca

Perform a variety of operational tasks for moderately complex securities or cash-related transactions and processesDifferentiate, process and reconcile transactionsResearch inquiries and resolve customer complaintsReview time-sensitive information documents and revise departmental proceduresCoordinate situations involving colleagues from varying departmentsInteract with customers and complete tasks under minimal supervision

San Leandro, Ca

Reviewed and prepared various FX documents for prospective clientsPositioned new FX clients for train and set up interbank and deposit clientsUpdated the system database for name, address and input bank changesDebit client accounts through ACH setup authorization with other institutionsSet up currencies, world bank holidays and reviewed OFAC lists in database for potential terrorist and money laundering activitiesAudited vault, confirmed checks and accounted for money… Show more Reviewed and prepared various FX documents for prospective clientsPositioned new FX clients for train and set up interbank and deposit clientsUpdated the system database for name, address and input bank changesDebit client accounts through ACH setup authorization with other institutionsSet up currencies, world bank holidays and reviewed OFAC lists in database for potential terrorist and money laundering activitiesAudited vault, confirmed checks and accounted for money ordersUnblocked and re-blocked multi-currency accounts Show less

San Francisco, Ca

Managed multiple foreign exchange processing stations for various U.S. regions Communicated with regional clients to review financial details, trades and deliverables Monitored and managed several queues containing time-sensitive trades for receipt and delivery of multi- currencies Collaborated with other processing teams to enhance and maintain an efficient customer friendly processing structure