Lashawn Chambers Email & Phone Number

Dallas, Tx, Us

New York, United States

New York, New York, United States

Woodbridge, Nj

Department Intranet Publisher: Maintaining the company’s webpage with the most accurate and up to date internal documents and information. Updating policies and procedures for internal and external audit and compliance use only.• Provides full and dedicated support the Client Advisor and Wealth Advisor teams across all Bessemer offices.• Facilitates and manages process of transferring partial or full client assets to appropriate contra-firms. ACAT, DRS, and Non-ACAT.• Performs a detailed review of financial statements to determine appropriate transfer method, identify mutual funds, bonds, equities, alternative investment, and recognize potential non-transferrable assets.• Coordinates with various contra-firms to verify documentation and mediate transfer of paperwork to complete the transfer process.• Proactively follow up with contra-firms to resolve issues and ensure clients assets have been transferred seamlessly.• Prepare and provide liquidation or transfer instruction and documentations contra firms.• Ensures all cash and assets are appropriated into Bessemer Trust on all account transfer and close request. Zero Balance Confirmations.• Non-Cusip workflows: Confirming valuation and appropriate corresponding documents to correctly reflect client asset.• Drafts donation gift letters on behalf of the client when securities are sold.

Woodbridge

• Effectively facilitated charitable gift donations on behalf of clients i.e. help donors open funds and review grant recommendations.• Responsible for opening, maintaining and closing accounts.• Reviewed daily transaction reports for accuracy and perform maintenance as needed.• Updated account role players and fee arrangements according to the client profile.• Liaise to the Account Opening Supervisor to implement innovative ideas and update internal account opening procedures.• Served as marketing department’s primary contact to update department Intranet page.• Interacts professionally with all levels of staff and maintain the highest level of confidentiality.

Woodbridge, Nj

• Responsible for tracking the receipt and uploading of all account packages onto document management system; documents include client-sensitive materials such as contracts, photo identification, and corporate documents.• Coordinated office supply management, expense reporting, international and domestic travel arrangements for high-level executives.• Sorted incoming mail and manage process for all outgoing mail and packages.• Created monthly department statistics for Head of Department, Chief Technology Officer and other working groups.

Basking Ridge, New Jersey

• Served as support staff for Lead Marketing Manager for EpiPen® Auto-Injector, Perforomist® Inhalation Solution and EMSAM® Transdermal System• Archived documents such as submission and approval forms for final review• Compiled documentation to support Legal, Marketing, Regulatory and Medical Affairs for completion

Bethesda, Maryland

• Coordinated domestic and international travel for Deputy Chief, remote staff, and patients.• Performed office automation duties using software applications to generate specific working documents and forms.• Electronically filed confidential documents such as medical files, trials and research documents and articles into private IT NIH files.• Managed calendars for various employees for daily meeting coordination.

Bethesda, Maryland

Responsible for the general office duties including phone coverage for multiple lines, copying files, faxing documents, sending emails, order office supplies using POTs, and mail distribution. Prepared various materials required for meetings. Responsible for organizing meeting information in spreadsheets and presentationformat utilizing Microsoft Excel and Microsoft PowerPoint. Responsible for the preparation of all materials required for offsite conferences. Retrieved addresses from iAvenue when creating mail merges for mass mailings. Spearheaded a successful project “Go Green” project within three months. Created and maintained a record management process of ongoing and completed projects within the office. Provided general information about the organization, its functions, activities, and personnel

Business Administration - Marketing, Business, Management, Marketing, And Related Support Services

Education record