Nancy Delgado Is a Highly Experienced Administrative Assistant with Great Computer Skills

Nancy Delgado Is a Highly Experienced Administrative Assistant with Great Computer Skills

Nancy Delgado assistance

–Good

expertise

in

administrative

•Hailing from Richmond, Nancy Delgado is an experienced administrative assistant. •Responsible for meeting scheduling, travel arrangements, calendar maintenance, responding to and sending out e-mails, typing/dictation, phones, prioritizing mail & faxes, arranging conference calls, entering time and producing and coding expense reports. •Served as a paralegal for more than 2 years

Nancy Delgado – Responsible for firm’s Analysis and performed duties including

Financial

•Prepared and assisted with a variety of tax-exempt bond calculations

•Maintained the financial transaction database related to the 10-year rule compliance and refunding bonds’ genealogy for 32-year rule analysis

Nancy Delgado served in a corporate firm where she was handling •Calculating and Processing Interim and Quarterly Billing •Monthly Management Reports •Account Receivables and Account Payables Management •Revenue Reconciliation and Preparation of Advisor Revenue Reports •Assist with preparation of annual budget

Nancy Delgado – Pertaining to her education •Completed Bachelor of Science from New York University, Stern School of Business

•She had her major concentration in Finance and International Business

•She had her Paralegal Studies Certification in New York University, School of Continuing Education.

Highly proficient in computer skills •Microsoft Office 365 (Access, Excel, Outlook, PowerPoint & Word) •WordPerfect Office (Quattro Pro, WordPerfect) •Lotus Approach, AS/400, LexisNexis, Soft Solutions, •CRM, Sharepoint, IAS (Interactive Advisory Services), Advisor View on Envestnet/Tamarac Platform, Schwab Institutional, Cambridge Investments, •Treasury Direct, Laser App, Pro Systemfx Practice Management, Fax Finder, Go File Room