Description
Kayla Fournier
1942 Stewart Ave. #A12 Lawrence, KS 66046 | (860) 805-3131 | kayfo@snet.net
Education
University of Massachusetts Amherst, Amherst, MA August 2013 — May 2016
Bachelor of Science in Mathematics,
Concentration: Actuarial Science
GPA: 3.2
Work Experience
New Accounts Associate, Commonwealth Financial Network, Waltham, MA Sep 2017 — July 2017
· Established and reviewed retirement and non-retirement new account applications with professional accuracy and efficiency
· Processed a variety of account maintenance functions, such as dividend coding, beneficiary changes, power of attorney additions, and consolidated statement requests
· Provided excellent customer service while communicating and working with financial advisors on concerns or questions regarding accounts
Personal Staff Member, SAH Enterprises, Shelburne Falls, MA Aug 2016 — May 2017
· Worked as one of twelve total staff members under the staff coordinator to maintain and care for large family estate including main house of six bedrooms and baths and four guest houses
· Organized rooms and closets and helped coordinate seasonal décor and layout change
· Fulfilled personal requests such as locating items and mailing parcels
· Performed deep cleaning and daily household duties including laundry, ironing, and grocery shopping
Office Assistant, Department of Polymer Science and Engineering, Amherst, MA Oct 2015 — May 2016
· Updated Excel spreadsheets, created scheduling systems, performed essential office work to assist Graduate Polymer Research Building office supervisor
· Navigated and updated departmental databases including salary accounts
· Helped organize and schedule student speaker events involving visiting scientists
University Helpline Operator, University of Massachusetts, Amherst, MA June 2015 — August 2015
· Answered calls from students and parents regarding the financial and bursar departments for the University of Massachusetts Amherst
· Assisted callers with questions and requests
· Addressed calls of sensitive nature including negative financial reports
· Navigated different databases including the Spire System to find pertinent information in a timely fashion
Accounting Intern, Corbin Russwin, Berlin, CT Dec 2012 — Jan 2013
· Executed tasks such as accounts payable and bank reconciliation with frequency
· Answered and transferred business calls at the reception desk; interacted with company visitors to facilitate professional meetings and address concerns
· Demonstrated ability to learn new systems and methods by completing responsibilities using the JD Edwards computer program
Skills
JD Edwards, SAS, Java Programming, Microsoft Office, Communication, Customer Service, Data Entry, FBSI