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