Matthew H. Beck
Merrimack
Summary
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Trust Operations Specialist
McLane Middleton, P.A.
01.2023 - Current
- Maintain and improve the quality of data within Salesforce, identifying inconsistencies, performing data hygiene, and collaborating with users to support accurate client and trust information.
- Serve as a liaison between internal teams to streamline workflows, enhance record-keeping efficiency, and ensure regulatory compliance.
- Support the firm's Trust Services operations by assisting in the management of investment assets, including alternative assets, and coordinating the setup of data feeds and client portal access for new investment accounts.
- Process financial transactions through FIS/TMN, including wires, checks, and ACH transfers, ensuring timely and accurate execution.
Administrative Assistant
McLane Middleton, P.A.
05.2021 - 01.2023
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
- Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
- Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
- Collaborated on special projects as assigned by leadership, contributing research findings or coordinating event logistics as needed for success.
- Managed physical and electronic legal files for active and archived client matters.
- Handled data entry and document retention in compliance with firm policy and legal standards.
- Supported attorneys and legal assistants by retrieving, organizing, and filing confidential records.
- Assisted with onboarding digital records to the firm’s document management system.
Department Clerk
Hannaford Markets
07.2018 - 05.2021
- Assist in running daily operations in Seafood and Meat Departments. Responsibilities including ensuring safety policies are followed, solving customer complaints.
- Perform certain administrative duties such as answering phone, taking lobster orders and filling out temperature log
- Uphold goals and support mission of organization.
Data Specialist
Southern New Hampshire University
03.2019 - 07.2019
- Responsible for verifying information in a proprietary software, researching discrepancies and migrating data. Oversee conversion process, working closely with departments to ensure client data is accurate and accessible.
Teller
Digital Federal Credit Union
01.2018 - 05.2018
- Responsible for handling customer financial transactions, counting cash, answering phones, filing deposit slips and paperwork and balancing numbers at end of day.
Education
Certificate - Paralegal Studies
Boston University
01.2020
BA - Business Administration
Southern New Hampshire University
01.2017
Skills
- Operational efficiency
- Cash management
- Transaction monitoring
- Asset management
- Willingness to learn
- Strong work ethic
- Teamwork and collaboration
- Problem-solving
- Attention to detail
- Critical thinking
- Punctual and dependable
- MS office
Accomplishments
- Eagle Scout – BSA
- National Society of Collegiate Scholars
- Academy of Finance
- New Hampshire Scholars
- National Honors Society
Certification
- Salesforce Certified Associate
Issued May 2025 by Salesforce
- Salesforce Certified Administrator
Issued May 2025 by Salesforce
Languages
English
Native or Bilingual
Timeline
Trust Operations Specialist
McLane Middleton, P.A.
01.2023 - Current
Administrative Assistant
McLane Middleton, P.A.
05.2021 - 01.2023
Data Specialist
Southern New Hampshire University
03.2019 - 07.2019
Department Clerk
Hannaford Markets
07.2018 - 05.2021
Teller
Digital Federal Credit Union
01.2018 - 05.2018
BA - Business Administration
Southern New Hampshire University
Certificate - Paralegal Studies
Boston University
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