Hetal Bhimani Email & Phone Number

Ewing, New Jersey, United States

• Schedule appointments and manage calendars
• Maintain office supply inventories
• Answer, screen and transfer inbound phone calls
• Write and edit documents from letters to reports and instructional documents
• Obtain and process all client information and transactions

Morristown, New Jersey

• Screened incoming telephone calls, and pass on to respective persons.
• Managed our trust reporting process by performing monthly reviews of trust account transactions.
• Utilized Salesforce CRM to maintain confidential client information and create expense reports for senior management.
• Generated monthly revenue reporting for board executive and parent company accounting department.
• Processed, calculated, invoiced and charged management fees for entire company utilizing our Salesforce and Tamarac platforms.

Princeton, NJ

• As an Operations Associate, some of my key responsibilities included but not limited to:
• Ensured proper trading of restricted accounts through interaction with portfolio specialists and accurate entry of transactions into the CAMUI system.
• Participated in testing of new Aladdin software system, which resulted in a more diversified functionality throughout processing of custodian accounts.
• Worked together as a team to electronically manage a shared email box to initiate implementation of direct investment strategies.
• Facilitated daily reconciliation of all transactions and tax lot level holdings of custodian records through the use of APL, Aladdin and CAMUI software.

Chaddsford PA