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.

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.

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.

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