Stacey Fiedler
Far Hills,NJ
Summary
Detail-oriented document management specialist with a solid record of success in financial over seven + years of progressive experience. Knowledgeable about organizing files and workflows according to company, client and project specifications. Desiring to apply expertise to challenging new role with Johnson and Jonson.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Imaging Specialist
The Investment Center, Inc.
Bedminster, NJ
09.2019 - Current
- Gathers and sorts digital documents; including new account paperwork, additional account information, and investor profile updates, from Microsoft Outlook to be work flowed via Docupace, while checking for accuracy and legibility
- Processing documents in a timely manner for the appropriate department while informing all team members of any errors or missing information
- Other digital imaging tasks include, archiving a multitude of office documents such as bank statements, commission reports, and security papers
- Other back office tasks include, sorting and tracking returned mail for over 500 reps located domestically and internationally.
Account Transfer Specialist
The Investment Center, Inc.
Bedminster, NJ
05.2019 - 09.2023
- Served as the main point of contact working independently for processing all incoming and outgoing account transfers for over 500 representatives
- Responsibilities include preparing paperwork to be processed by gather, soring, organizing, and entering data on NetX 360 platform for transfers
- While ensuring the accuracy and efficiency of completing other back office tasks
- Other tasks include, annuity linking and de-linking, recording check requests, managing Medallion Signature Guarantees, while fostering and maintaining business relationships with account representatives, staff, and clients via customer service, while a answering a multi-line phone system, taking messages, and responding to all e-mails in a timely manner.
Receptionist
The Investment Center, Inc.
Bedminster, NJ
09.2023 - 05.2023
- Receptionist responsibilities, include greeting and welcoming guest as soon as they arrived
- Directing visitors to the appropriate person and office
- Answering, screening, and forwarding all incoming phone calls on a multi-line system to the appropriate staff and promptly forwarding messages to account reps
- Ensure reception’s area is tidy and presentable with all necessary stationery and material for the front desk and office
- Other tasks include sorting and tracking incoming and outgoing FedEx packages and mailing out client account letters.
Patient Service Coordinator
Reproductive Medicine Associates Of New Jersey
Basking Ridge, NJ
08.2015 - 03.2016
- Greeted patient a pone arrival, while checking them in, and activating their files in the company data base
- Answering any questions about their appointment with care and concern
- Maintains patient’s satisfaction, by fostering a connection while moving patients through predetermined scheduled appointments
- Supported the RMA’s Finance Department protocols and processing regarding the collection of patient’s co-pays and balances, as well as reconciling co-payment to the Super Bill
- Resolving problems by working in connection with members of our multi-disciplinary teams to represent a positive practice image to our patients, referring physicians and the general public.
Supervisor
Bed Bath &Beyond, Inc.
Bridgewater, NJ
06.2004 - 08.2015
- Greeted and assisted customers on sales floor, providing excellent customer service and product recommendations resulting increased sales
- Trained as a corporate bridal consultant and managed on-line gift registry while providing personalized shipping assistance to clients and building relationships
- Provided in-depth production knowledge and budget guidance while maximizing sales
- Appointed to the Loss Prevention and Safety Team, creating awareness of the impact of internal and external theft on corporate finances by presenting statistics to managers and peers
- Also, presented information to the team on safety concerns specific to retail environment with a view to the risks to both groups and individuals in the setting
- Cumulative success resulted in the creation of a new department, stock replenishment and promotion to supervisor’s role.
Education
Bachelor of Science - Police Science
Rutgers, The State University of New Jersey
New Brunswick, NJ10.2010
Associate of Arts - Liberal Arts And General Studies
Middlesex County College
Edison, NJ05.2007
Skills
- Document Control
- Workflow Coordination
- Archiving Skills
- Recordkeeping Skills
Certification
- Certification of Paralegal studies License - 2017
Additional Information
Series 99 Operations Professional Exam July 2018
Administered by FINRA
Timeline
Receptionist
The Investment Center, Inc.
09.2023 - 05.2023
Imaging Specialist
The Investment Center, Inc.
09.2019 - Current
Account Transfer Specialist
The Investment Center, Inc.
05.2019 - 09.2023
Patient Service Coordinator
Reproductive Medicine Associates Of New Jersey
08.2015 - 03.2016
Supervisor
Bed Bath &Beyond, Inc.
06.2004 - 08.2015
Bachelor of Science - Police Science
Rutgers, The State University of New Jersey
Associate of Arts - Liberal Arts And General Studies
Middlesex County College
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