Medical Assistant


DENISE A. GONZALEZ                                                                                                           



                                            96 West 16th Street, Bayonne, NJ 07002 | 201-339-3973 | asknydee@optonline.net


 


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                                                                                                                                               


 


UBS FINANCIAL SERVICES, INC., Weehawken, NJ


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.


 


PAINE WEBBER, INC., Weehawken, NJ


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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