Vada Smith Email & Phone Number

Greater Los Angeles Area

• Interfaced with customers regularly through phone, email, or fax to resolve 50% of customer service issues.• Handled and processed 75% of data changes in reference to participant account (address, direct deposit federal or state tax withholdings).• Orchestrated stop payment process on any loss checks or recent payment (s) not due to the participant.• Scrutinized Contract Holder document outlining the provisions which pertain to participant’s benefit. • Composed 5-20 letters daily to ensure continuation of benefit to the contingent or beneficiary.• Computed and documented participant’s benefit payment(s) or request for overpayment reimbursement.• Fielded 10-20 daily inquiries regarding verification of pension via telephone, mail, or fax.

Greater Los Angeles Area

• Liaised daily with traders, custodian banks and brokers to verify the accuracy of asset positions, prices, commission, and posting date. • Utilized proficiency in equities, convertibles, high yield, treasuries, and mortgage-back securities to accomplish settlement of trades• Processed confirmations of trades on T+1, ensured settlement on T+3, and delivered trade instructions to custodian banks via DTC or fax.• Handled questionnaire on Shelf Registration of restricted securities and notified the transfer agents and custodian banks.• Verified and authorized SPO charges from broker to custodian banks on adjustments regarding factor updates. • Communicated with banks to check on accounts, which may participate in the Stock Lending program.• Supported team leader or manager on international trades when needed in a key role.

Accounting And Computer Science

Accounting