Jennifer Sum: in Irvine, CA

? Executes monthly processes in addition to daily fund and account activities and checks to ensure accurate portfolio valuation ? Works and communicates effectively with internal teams and the client to resolve issues in a timely manner ? Researches and resolves exceptions, reconciliations, and email inquiries quickly ? Perform monthly investment manager reconciliations, resolving exceptions and analyzing portfolio valuation variances ? Escalates problems and suspicious activity to appropriate management ? Produce and deliver monthly plan accounting reports to client within deadlines established in SLA ? Creates and implements lean principles to enhance our daily procedures ? Supports and collaborates with other team members, trains new hires and serves as escalation contact for captive team

? Greeted and checked in patients into the Apex and Decrad System ? Prepped patients for the radiology technologist which included changing patients, taking them to get an IV or changing room ? Assists the technologist in communicating with the patients and their family members and providing them with information upon their arrival ? Answered phone calls from technologists, doctors and nurses with questions regarding patients, and scheduling ? Provided directions for staff, visitors, and fielded inquires at the reception