Marie Jones 5414 Valley Green Drive Wilmington, DE 19808 (302) 292-6879 mj1379df4@westpost.

net Customer Service and Administrative Support Professional with over 20 years of e xperience working in the financial services industry Skills Summary: * Over 20 years of experience working in the financial services industry in an a dministrative and customer service capacity * Possess extensive customer service experience dealing with customers on the ph ones (both inbound and outbound calls) * Knowledgeable of retirement plans such as IRA & SEP IRA's * Possess an understanding of various aspects of mutual funds & hedge funds * Skilled in auditing internal records for accuracy and efficiency before arriva l of official annual audit from outside companies such as Price Waterhouse * Experienced supervising up to 2 administrative staff to include training staff in their job functions * Skilled in performing data entry functions * Proficient in MS Office (including Excel) . Professional Experience: BNY Mellon (Wilmington, DE) 1987 - Present Investment Relationship Representative (2000-Present) A financial services company (mutual and hedge funds) with over 600 employees * Handled all aspects of assigned 10 funds to include statement & tender process ing and managing monthly opening (involved daily contact with both clients and A ccounting Area Managers) * Coordinated client mailings, such as statements, quarterly letters, with print vendor and reviewed mailing proofs for accuracy prior to final release in mail * Prepared 1099R, 1099 DIV and 1099 B tax forms for funds with 20 to over 100 in vestors, as well as assisting in the review of mailings of Schedule K1 Tax Forms * Assisted management with ideas of improvements on various processes, such as a utomating correspondence letters into database to avoid manual mail merge * Supervised staff of 2 people, managed their job duties and assisted in prepari ng their annual job performance review by providing an overview of their job per formance * Assisted in training staff of 6 people in preparation of year end 1099 tax for ms Administrative Coordinator (1997-2000) * Responsible for distributing filings/notices to all 50 states for mutual fund renewals in compliance with individual state laws so the mutual fund could remai n open * Reviewed and forwarded fund reports for expired registration dates and over sa les to states * Assisted with departmental auditing procedures to test and ensure compliance p rior to outside firm audits * Assisted in training & counseling new staff, individually, on their job dutie s on distributing filing notices and going over procedures

Senior Retirement Plans Representative (1993-1997) * Responded to various customer inquiries ranging from applications, current acc ount status and monetary balance of customers' mutual fund retirement accounts * Researched and resolved discrepancies regarding customers IRA accounts and tax forms in a timely manner * Processed and reviewed year-end tax forms, such as 1099R and K1's Senior Customer Service Representative (1987-1993) Education and Training: * Completed various software and customer service courses, American Institute of Banking, Wilmington, DE * Completed online classes with PNC University that dealt with how to develop st aff, provide and receive positive feedback and how to give a presentation effect ively * Completed basic overview of Anti Money Laundering, Identity Theft and code of ethics training classes through BNY Mellon