Summary
Overview
Work History
Education
Skills
Timeline
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Noelle Scarlett

Brooklyn

Summary

Detail-oriented and highly skilled Portfolio Administrator with 2 years of experience in managing investment portfolios. Proven track record of maximizing portfolio performance, optimizing asset allocation, and ensuring compliance with regulations. Seeking to leverage expertise in portfolio management, financial analysis, and client relationship management to contribute to the success towards your company.

Overview

7
7
years of professional experience

Work History

Portfolio Administrator

Urbanspace NYC
09.2022 - Current
  • Communicated market developments, portfolio changes and annual performance information to clients.
  • Resolved complex client inquiries regarding account transactions or holdings promptly and professionally, maintaining high levels of customer satisfaction.
  • Manage on site compliance- ensuring all required legal postings are accurate, displayed appropriately, and complete at all times.
  • Managed daily operations of investment portfolios, including trade settlement, cash management, and reconciliation processes.
  • Recommended investment strategies to meet client financial objectives. Pull reports from payroll system as requested for labor, compliance retention, or tax purposes.
  • Enhanced portfolio performance by diligently monitoring and rebalancing assets according to client goals and risk tolerances.
  • Maintain office supply inventories, place orders as needed on a monthly basis.

Assistant Direct Support Professional Supervisor

OPWDD-Fingerlakes DDSO
10.2022 - 12.2024
  • Monitored and inspected staff processes to eliminate hazards posed for both residents and staff while ensuring continuous compliance with regulations.
  • Established and maintained effective communication with staff, physicians and community organizations to promote high quality patient care.
  • Ordered all pharmacy supplies and kept check on inventory levels.
  • Recruited, hired and trained all staff, providing direct supervision, ongoing staff development and continuing education to employees.
  • Safeguarded patient privacy by adhering strictly to HIPAA regulations during all aspects of medication handling and administration processes.
  • Documented medication administration into electronic medical records (EMR) to avoid duplication of medication dosages.

Administrative Assistant/Receptionist

Munawar Law Group
08.2019 - 06.2022
  • Evaluates current active records systems for compliance by taking inventories and information retrieval needs.
  • Monitor and listen to customers to understand inquires and requests in order to provide accurate information about the firm's records and prompt assistance.
  • Coordinates information creation, receipt, storage retrieval and disposition.
  • Prepare new files within the records system guidelines

Certified Home Health Aide

Premier Home Health Care Services
03.2018 - 06.2019
  • Provided companionship reducing feelings loneliness isolation improving patient''s overall emotional wellbeing.
  • Provided transportation and appointments management.
  • Utilize equipments in an appropriate and safe manner.
  • Promoted patient mobility by assisting with exercises and ambulation, reducing the risk of injury or complications from prolonged immobility.
  • Report any changes in the client's condition or incidents immediately.

Education

High School Diploma -

East Brooklyn Community High School
Brooklyn, NY
06.2020

No Degree - HHA Certified

ABC Training Institute
The Bronx, NY
02.2018

Skills

  • Data Analytics
  • Client Relations
  • Financial Planning
  • Computer Skills
  • Document Management
  • Microsoft Excel
  • Quickbooks
  • Multitasking
  • EMR / EHR
  • Vitals Monitoring and Documentation
  • Certified in CPR/AED

Timeline

Assistant Direct Support Professional Supervisor

OPWDD-Fingerlakes DDSO
10.2022 - 12.2024

Portfolio Administrator

Urbanspace NYC
09.2022 - Current

Administrative Assistant/Receptionist

Munawar Law Group
08.2019 - 06.2022

Certified Home Health Aide

Premier Home Health Care Services
03.2018 - 06.2019

High School Diploma -

East Brooklyn Community High School

No Degree - HHA Certified

ABC Training Institute

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Noelle Scarlett