Nicole O'Connell Email & Phone Number

Pittsburgh, Pennsylvania, United States

Pittsburgh, Pa

Custody Asset Management and Control Team Leader- Leading my team to accomplish their tasks to provide accurate cashiering, tax reporting, and asset transfers for all clients and account owners. - Creating and implementing operational and technical improvements to streamline processing while always being mindful of safeguarding client assets and preventing fraud.- Building and managing a team of 24 Staff Accountants.

Certified IRA Specialist• Human Resources Manager – Medical, Dental, Vision, Life Insurance liaison for 115 person staff• Manager for Trust Accounting Services, monitoring of various reports as check and balance of all aspects of the accounting/cashiering department• Anti-Money Laundering officer for Mid Atlantic Trust Company• Tax Reporting to IRS and individual state governments, including reconciliation of all withholding and tax forms: 1099-R, 1099-B, 1099-Div, and 5498• Researching and responding to all tax related questions, problems, and penalty assessments• Reconciliation of DDA accounts, including all aspects of check production for clients, with an average of 300 checks a day• Processing Invoices, statements, payments for clients at a Group and Individual account level• Preparation and reconciliation for client account asset statements

* Projectionist responsible for all aspects of operation of Omnimax film and sound system* Assistant Manager responsible for scheduling and supervision of team

• Receiving and posting incoming payments• Daily reconciliations of receipts versus journal entries to the system• Month end processing and balancing across all accounts

Bachelor Of Arts (Ba)

Education record