Medical Assistant

DENISE A. GONZALEZ                                                                                                           

                                            96 West 16th Street, Bayonne, NJ 07002 | 201-339-3973 |


Administrative Assistant

Dynamic, Resourceful and highly ethical Administrative Assistant with extensive experience providing key support to Executive level management. Exhibits a high degree of diplomacy, with the ability to manage up, using sound judgment to make decisions. Demonstrates exemplary integrity in handling complex and sensitive/confidential information. Highly adept at working independently, taking ownership of tasks, utilizing exceptional time management, organizational and attention to detail. Ability to work well in fast-paced, environments, building effective relationships, and interfacing with all levels of management. Strong technical aptitude.


Core competencies/areas of expertise include:

ü   Meeting & Project Management          ü   Multi-Tasking                           ü   Cross Team Collaboration

ü   Expense Tracking/Management          ü   Adaptable/Flexible                     ü   Discretion/Confidentiality

ü   Relationship Management                    ü   Database Management               ü   Problem Resolution

ü   Research/Negotiations                        ü   Presentation/Reports                 ü   Budget Management


      Career History                                                                                                                                               



Authorized Officer-Retirement Services                                                                                                   2001-2016

Worked in close collaboration with internal departments across organization, providing expertise and support with retirement services functions.

§  Processed Death, Divorce, Disability distribution in IRAs and ERISA plans in alignment with department’s benchmark and/or goals.

§  Worked with management and legal department in the investigation of critical issues, collaborating with Legal Liaison to present issues to ERISA attorney when needed.

§  Provided phone assistance to High-Net-Worth branches on retirement topics.

§  Processed plan code changes on Retirement and Qualified Plan accounts, and advised Off Shore Group of any related inquiries.

§  Identified entries missing required transaction code in the IRD1 security exception file to ensure client received correct tax reporting.

§  Analyzed reports for the IRS reporting system for accuracy, and approved distributions for Qualified Plans and 403(b) accounts.

§  Updated, maintained and approved distributions in two high volume Qualified Plan accounts.

§  Assisted with monthly statement check-out, prepared and distributed monthly numbers and highlights, and serviced the QP Participant reconciliation weekly report.

§  Served as a member of the department Disaster Recovery Team, and worked collaboratively on multiple department projects and testing with strict deadlines.

§  Supported various internal Mutual Fund Networking projects.



Intermediate Analyst-Retirement Account Services Department                                                             1999-2001

Worked in close collaboration with internal departments across organization, providing expertise and support with retirement services functions.

§  Reviewed and approved Death, Divorce, and Disability distributions in IRAs.

§  Analyzed issues and escalated through different systems.


Previous Role: Administrative Assistant for Corporate Vice President-Retirement Services                   1991-1999


      Education & Professional Development                                                                                                      


Secretarial Science-Diploma, Grace Institute, New York, NY


      Technical Skills                                                                                                                                             

Microsoft Office (Word, Excel, PowerPoint), Windows 7, Internet Explorer, RUMBA, CAI, ConsultWorks, Citrix, TEFRA (Tax Reporting System)



  • ID#: 120328
  • Location: Bayonne, NJ , 07002

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