Responsible for all daily settlements of option exercises, restricted, performance lapses and employee stock purchase events.Facilitate new business plan setups of Equity and ESPP settlement instructions. Provide efficient service support to internaland external business partners. Provide training for less experienced team members. Assist in corporate action events.

Responsible for the day-to-day resolution of complex issues and escalated client inquiries regarding retirement products,investments, processes, policies and procedures. Provided value-added advice and recommended solutions to clients andassociates. Accountable for staying abreast of new product developments and process enhancements impacting services.

Analyze large data sets in various formatsIdentify potential issues and determine if required data elements are present Extract relevant criteria from data sets, format, and load to the BAML platformCompose Microsoft Access search and update queries and imports/exportsTrain external groups (IT contacts, Payroll Vendors, etc.) on populating fixed length, programmed transmission files for Equity, ESPP and 401k productsCollaborate with payroll vendors such as ADP and CeridianReview and test programmed transmission files for Equity, ESPP and 401k plansReconcile client dataServe as a liaison to clients and internal departmentsHelp set project priorities and ensure that clients and internal departments adhere to the agreed upon implementation scheduleTrack and report weekly status updates on all active projectsProvide supervision of staff including training on all conversion procedures

Served as primary liaison between clients and internal support groupsManaged all aspects of projects from inception through to the final deliverableForecasted timeframes, prioritized, and managed timely deliveries of client dataEstimated costs, negotiated client pricing, and fielded billing inquiriesCollaborated with legal teams to define requirements, timelines and delivery schedules foreach projectQuality Controlled all Concordance Load Files, IPRO LFP Load Files, Opticon andSummation deliveriesAnticipated and assumed responsibility for all staffing needsDeveloped instructional materials and provided user training for applicationsAssisted in general database management such as running SQL search queries and allocatingrecords for review

Prepared whole class and daily lesson plans in all subject areas aligned with NJCCCSDifferentiated instruction for all types of learnersCollaborated with superiors, special, and regular education teachers

Coordinated scanning, bibliographic coding, Bates Quality Control and Redaction of legaldocumentsInvestigated, prepped and processed legal documents used in trial exhibitsTrained, managed and supervised up to 20 employeesTested and implemented new applications and programsOrganized timely scheduled deliveries of client dataDeveloped web and classroom based teaching tutorials for new-hires and temporaryemployees