William Boyce Email & Phone Number

TBA

76 Oakwood Ave, Revere Ma 02151

Temporary until I can return to the Financial or Insurance Services industry:• Seasonal Yard Maintenance (leaf removal, mowing, gardening, snow removal and pool cleaning)• Home Services (housecleaning, painting, laundry, child care and massage therapy)• DJ Services (entertainment and CD mix services)

601 Congress Street, Boston Ma 02110

• Reviewed daily bank statements and booked incoming wires received through wire system• Quality assured wires/EFTs/checks submitted by other associates for accuracy upon final transmission to Treasury Operations• Worked with banks and Treasury Operations to obtain check copies; researched any disbursement inquiries; assisted with all client requests concerning cash-related processes• Reported to management on monthly metrics for all incoming/outgoing wires, checks and EFTs• Worked closely with all Operations departments on complex cash-related cases• Assisted with researching un-cashed checks as part of the pre-escheatment process• Reported all daily deposit totals broken down by company to vast email and voice mail distribution list

601 Congress Street, Boston Ma 02110

• Reviewed all policy adjustments prior to processing for accurate instructions; determined & documented correct actions; processed those final actions for re-submission into the mainframe within a 1 day standard to avoid gain/loss constraints• Ad hoc projects included reconstructing policy/transaction history from inception date in order to resolve past system issues within strict timeline constraints• Quality checked all adjustments the following day to ensure accurate processing• Observed the overall adjustment process and made valuable modifications that were incorporated into the department by management• Trained new associates while providing continuous feedback within the team

601 Congress Street, Boston Ma 02110

• Reviewed all policies prior to processing for accurate instructions; determined & documented correct actions; processed those final actions for re-submission into the mainframe within a 1 day standard to avoid gain/loss constraints• Annuity Account Maintenance (transfers, surrenders and all other account handling transactions)

529 Main Street, Charlestown Ma 02129

• Reviewed all policies prior to processing for accurate instructions; determined & documented correct actions; processed those final actions for re-submission into the mainframe• Annuity Account Maintenance (transfers, surrenders and all other account handling transactions)