Kate Smith Email & Phone Number

Burnsville, Mn, Us

Minneapolis, Minnesota

Minneapolis, Minnesota

Balance cash transactions on a daily basis for institutional accounts using Excel and an automatic reconciliation tool- Reconcile total account values between the custodian and Ameriprise Financial on a monthly basis - Correspond via telephone and email with internal and external custodian contacts to resolve stock and bond trade discrepancies- Create market valuation reports on a monthly basis using an internal accounting system, Excel, and Access- Research trade discrepancies with internal and external clients to determine the correct settle amounts- Create ad-hoc reports and deliver to internal and external clients as needed- Research security payment discrepancies and work with custodians and internal partners to resolve the variance- Facilitate monthly team meetings (ask for agenda items from team, create agenda, facilitate meeting, create minutes from meeting, and distribute minutes to team members)- Organize team recognition event (solicit feedback from team members and organize actual event with destination)- Train new members of the team

Reconcile 401(k) distribution tax codes for compliance with IRS regulationsusing Microsoft Excel and system-generated reports-Input data into mainframe statement system to correct errors-Create and distribute income tax forms for Puerto Rico residents-Update addresses to conform to USPS standards-Consistently and accurately file reports on a monthly basis-Research tax coding errors-Communicate via email with other departments to correct tax coding-Generate distribution reports on a monthly basis-Actively participate in Social Committee to plan employee recognition events-Mentor high school students through E-mentoring program

Audited and monitored several product areas for accuracy and quality-Created and distributed reports on a monthly, quarterly, and annual basis to management throughout the company-Provided positive and constructive feedback to service associates when needed-Utilized Six Sigma methodology to reduce as-of costs to the company by analyzing the data gathered from the auditing process-Promoted to Level 3 auditor based on business knowledge and results of analysis projects-Utilized MS Office on a daily basis-Successfully completed Green Belt training-Earned NASD Series 63 license-Presented information on quality auditing and monitoring to new hire classes

Coached new employees on products and phone skills-Answered questions and processed transactions on annuities and life insurance-Earned multiple awards for quality and timeliness-Served as interim team lead when needed-Earned NASD Series 6 license

Hired, trained, and terminated employees-Created employee schedule on a weekly basis-Ordered products and created merchandise displays-Assisted customers with purchases-Engraved gift items for customers using automated engraver

Associate Of Arts And Sciences (Aas), Accounting

Aas, Accounting

Aas, Sales, Marketing, And Management

Small Business Management, Business Communications, Marketing, Business Math, Management, Retail Buying and Display, Advertising, Public.

Associate Of Arts And Sciences (Aas), Sales, Marketing, And Management