Resume of the World Famous Organizer

1. KAREN WAGNER, ERMS
2272 82nd Street • Brooklyn, New York 11214
(718) 621-4825 • kwagner@earthlink.net
http://www.linkedin.com/in/karenwagner
Administrative Support • Records Management & Organization • Process Streamlining •
Presentations • Database & Document Management • Policy & Procedures •
Problem Resolution • Excel & PowerPoint Master
• KYC analyst thoroughly reviewing client files for compliance, ensuring all client required
documents are accounted for and properly recorded and scanned.
• Creative problem solver capably identifying the root cause of and crafting solutions for wide-
ranging challenges, continually emerging as a vital resource.
• Excel specialist - PIVOT TABLES, VLOOK-UPS, AND GRAPHS, etc.
• PowerPoint master – ANIMATIONS, TRANSITIONS, CHARTS, EMBEDDED FILES, etc.
PROFESSIONAL EXPERIENCE
NEW YORK CARES (November 2012 – Present) – VOLUNTEER
Assisting with clean up and demolition of homes damaged by Hurricane Sandy. Includes
removal of drywall, floors and unsalvageable items.
BROKEN ENGLISH (August 2010 – August 2011)
Office Manager (Consultant)
Assisted new restaurant with developing procedures for handling bookkeeping. Reconciled
vendor accounts and created database in Excel from paper invoices. Prepared way for
transition of accounting to Quick Books.
BANK OF NEW YORK MELLON (Jan 2006 – Feb 2009)
KYC Records Analyst (Consultant)
Optimized client file security through the creation and launch of a new system established to
effectively categorize and protect confidential data for Private Banking. Working with corporate
retention schedules, reviewed and purged non-essential documents from 20K+ files and developed
database recording all client documents. Resulted in streamlined KYC (“Know Your Customer”)
audits and a smooth transition of files to new managers during merger with Mellon Bank.
Select Accomplishments:
• Recognized by the FDIC for the prompt retrieval of requested files and for the organization of
file contents which expedited their review process.
• Directed a post-move clean up of 1000sf of office space (2 floors) following move to new offices.
Coordinated the delivery of 100+ boxes of surplus office supplies to schools and non-profit
organizations.
VIACOM (Jan 2005 – Aug 2005)
Administrative Assistant (Consultant)
Completed various assignments for executives such as the Director of Corporate Human Resources at
CBS and the Producer of the Montel Williams show.

3. Karen Wagner • Page 2 • kwagner@earthlink.net
BEARING POINT (Mar 2004 – Nov 2004)
Administrative Assistant
Coordinated travel arrangements, conference scheduling, expense reports, and client presentations.
Input client data into the CRM database.
EXECU SEARCH (Aug 2000 – Feb 2004)
Administrative Assistant (Consultant)
Rotated among several long-term assignments such as in E-Commerce Operations at HSBC.com, the
Chairman and Founder of Nelson Communications, and the Chairman’s Office at DDB Worldwide
Communications.
GUY CARPENTER & COMPANY, INC. (Apr 1998 – Jun 2000)
Administrative Assistant, Global Accounts
Facilitated administrative operations for the Managing Director and three Vice Presidents. Included
contract modifications, generating expense reports, travel arrangements, customer service, client files.
Handled the records management for client and departmental files.
PROFESSIONAL DEVELOPMENT
Electronic Records Management Specialist (ERMS), Assn. of Information & Image Mgmt.
Certificate in Records Management
Certificate in Office Administration & Records Management
TECHNICAL SKILLS
Microsoft Office: Excel, PowerPoint, Word, Outlook, Lotus Notes
Siebel’s Client Relationship Management (CRM) Database
Various Internal Financial, HRIS, Travel & Expense Systems