Damaris Bell
Philadelphia,PA
Summary
Talented, intelligent, result oriented, hardworking Finance professional with over twenty one years of experience in Financial Services.
Background includes an Award of Excellence in Merrill Lynch for being an exceptional employee and going beyond daily
responsibilities. Various experiences as a temporary employee in Fortune 500 Firms. Proven record of accomplishment in customer
service and strong knowledge of various financial instruments and markets
Overview
22
22
years of professional experience
Work History
Statement Team
Merrill Lynch/BOA
02.2018 - Current
- Skilled at working independently and collaboratively in a team environment.
- Handling over 50 accounts in adjusting Dividends and Interest, Memos and Suppressing it in and out accounts.
- Approved changes and adjustments for the CRM and RMs made in the system.
- Proved successful working within tight deadlines and a fast-paced environment.
- Demonstrated strong organizational and time management skills to get all the statements out he Clients out in a timely manner.
Tax Reporrting
Merrill Lynch/BOA
09.2005 - 02.2018
- Monitor and ensure the integrity of withholding ledgers and Client information in accordance with IRS regulations
- Reverse of taxes withheld from clients accounts, once it has been documented
- Preparation of IRS Forms 945, 1099, 5498, 990-T 2439 and 1042 for federal and state year end tax reporting including payments to the IRS
- Scheduled payments of backup withholding ( TEFRA) and Non-Resident Alien (NRA) withholding for distributions from retirement accounts to IRS
- Reconciliation of tax statements and ledgers
- Touched a little on Cost Basis
Client Account Service/ Team Leader
Merrill Lynch
02.2003 - 08.2005
- Provide services and processing support for the Non-Resident Client and International branch offices via Image, ASAPs and Emails
- Demonstrated strong organizational skills including the ability to prioritize numerous projects, i.e foreign counsel
- Acted as a Liaison between the Branches and International Attorneys to approve accounts for W8/W9
- Ability to mange multiple tasks i.e (nagging in accounts, training temps, Team Leader, assisting Supervisor)
- Designed a procedure manual for Client Account Services to improve business processes
Education
Associate of Applied Science - Business Administration
NYC Techeical College
Brooklyn, NYSkills
- Account management
- Tax reporting
- Financial reconciliation
- Data analysis
- Notary
Timeline
Statement Team
Merrill Lynch/BOA
02.2018 - Current
Tax Reporrting
Merrill Lynch/BOA
09.2005 - 02.2018
Client Account Service/ Team Leader
Merrill Lynch
02.2003 - 08.2005
Associate of Applied Science - Business Administration
NYC Techeical College
Similar Profiles
Rob VelasquezRob Velasquez
Officer - Wealth Management at Merrill LynchOfficer - Wealth Management at Merrill Lynch
Xhoel GjataXhoel Gjata
Senior Investment Specialist at Merrill LynchSenior Investment Specialist at Merrill Lynch
Alexus MarshallAlexus Marshall
Financial Analyst at Merrill LynchFinancial Analyst at Merrill Lynch