Kameasha Scott
Middle Island,NY
Summary
Initiative-taking, meticulous professional with over 10yrs combined experience in financial services, client services and administrative services. Dedicated and focused on exceeding expectations.
Adaptable to changing environments. Ability to quickly learn new concepts and applications. Ability to prioritize high volume, time sensitive tasks. Proactive, resourceful problem solver. Organized and structured. Confident, articulate, and professional communication skills.
Overview
17
17
years of professional experience
Work History
Client Support Specialist
Broadridge Financial Solutions, Inc.
11.2023 - Current
- Assist RA team with quantity request email correspondence
- Run AI Tool and upload material matrix to ICSOL
- Assist with updating informational databases APD/CPD (Account Profile Database/Client Profile Database)
- Submit Host/Post, Notice to print and DDS or IPM print requests
- Update ProxyPlus with job alerts and notations
Trade Compliance Analyst
Credit Suisse, LLC
01.2022 - 01.2023
- Reviewed and analyzed daily surveillance alerts, identifying potential market abuse, client abuse, insider trading, and/or violations of law, regulation, firm policies, or other irregularities
- Collaborated with other departments and teams to investigate and resolve potential issues
- Assisted with surveillance team to prepare and present Suspicious Activity Reports (SARS)
- Assisted with design and implementation of new surveillance alerts as well as refinement of existing ones
- Successfully assisted with clearing backlog of 1000+ alerts within Fixed Income and Equities, alongside both Americas and Poland teams
Client Services Coordinator
Avison Young, LLC
10.2017 - 01.2022
- Provided administrative and operational support to a team of four property managers and a managing director
- Promptly responded to tenant inquiries, provided superior customer service, demonstrating good judgment and appropriate sense of urgency
- Liaison between tenants, building engineers, vendors, property managers and property owners
- Reviewed liability insurance certificates for compliance
- Maintained all retail tenant lease requirement documents and vendor contracts
- Assisted with onboarding of tenants and property closings
- Maintained confidential contact information database for all tenants, vendors, and owners
- Generated and distributed owner finance reports on monthly and quarterly deadlines
- Ran month end expense reports to determine outstanding rent balances and contacted delinquent tenants for resolution
Operations Analyst
Credit Suisse, LLC
04.2013 - 07.2017
- Processed and reviewed RMBS financial account activity with extensive use of Microsoft Excel including VLOOKUP's and pivot tables
- Developed instructional and procedure documents for department processes
- Lead initiative to significantly reduce outstanding aged items
- Demonstrated ability to analyze and restructure business workflows to effectively streamline processes
- Point of contact for implementing best practices and assisted with cross training of team
Executive Assistant
Duke Corporate Education
09.2010 - 04.2013
- Provided administrative support for a team of five, included an executive director, managing director, project director and program managers
- Managed calendar and confidential email correspondence on behalf of the executive director
- Coordinated logistics of international and domestic travel, program deliveries, conferences, and design meetings
- Assisted with preparation of PowerPoint presentations for client programs
- Reconciled reimbursements for travel expenses
Trade Show Coordinator
Net32, Inc.
10.2006 - 05.2010
- Managed budget and organized travel for domestic trade show events
- Assisted with creating marketing materials, developing ideas for promotional items, and determining final design and setup of exhibit displays
- Maintained confidential customer database and product management system
- Edited and finalized press releases, reports, memos, and emails
- Assisted with interviewing and onboarding of new hires
- Coordinated conference calls
- Maintained of office supplies and internal expenses
- Created agenda and recorded minutes for staff meetings
Education
Bachelors in Business Administration -
Briarcliffe College
Bethpage, NYSkills
- Actimize
- Bloomberg
- SMARTS
- SharePoint
- Yardi
- Concur
- Microsoft Excel
- Microsoft Word
- Microsoft PowerPoint
- Adobe Acrobat
- Zoom
- Skype
- Teams
Timeline
Client Support Specialist
Broadridge Financial Solutions, Inc.
11.2023 - Current
Trade Compliance Analyst
Credit Suisse, LLC
01.2022 - 01.2023
Client Services Coordinator
Avison Young, LLC
10.2017 - 01.2022
Operations Analyst
Credit Suisse, LLC
04.2013 - 07.2017
Executive Assistant
Duke Corporate Education
09.2010 - 04.2013
Trade Show Coordinator
Net32, Inc.
10.2006 - 05.2010
Bachelors in Business Administration -
Briarcliffe College
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