MARGARET BRISSENDEN

404 West First St Street Unit#34

South Boston, MA 02127
Home: (866) 864-2318 or (617) 307-4614
Pagersmessager shyirishlady@gmail.com
E-mail: maggibriss@comcast.net

EXPERIENCE
PNC Global Investment Servicing, Westboro, MA October,1988 – February 2009

Shareholder Investor Services Representative

Job Overview: Assist Mutual fund shareholders, broker/dealers and fund companies with
inquiries and transactions. Maintain productivity to ensure customer satisfaction.

Job Responsibilities: Processing of shareholder and broker/dealers written request for

financial or non-financial transactions, shareholder account information, of Fund
Company inquiries. Review source documentation for legal requirements in order to
process items. Responsible for handling large dollar financial transaction and data entry
of subscriptions and redemptions for high net worth accounts. Participant in quality
control initiatives to ensure highest level of customer services in provided. Help and
support any ongoing projects as requested by manager and co-workers. Closely follow
all internal processing procedures and display a strong sense of urgency when handling
all transactions.

QUALIFICATIONS HIGHLIGHTS
 Outstanding organizational and analytical abilities; decisive in high-pressure situations.
 Adept at managing multiple tasks simultaneously.
 Leading edge computer skills.
 Innovative, resourceful, and creative; thrive in a fast-paced, interactive environment.
 Flexible and quick to respond productively to the ever-changing work place.

EXPERIENCE
 Timely and accurate processing and completion of all client work until all is completed
 Monitor daily workflow of imaged transactions; review “on hold” transactions
 File all paperwork in appropriate file
 Coordinate outgoing mail, as necessary

COMPUTER & BUSINESS TRAINING

 Lotus Notes  FSR Recordkeeping System  CMS Image
 QAS