Ariel Gonzalez

Experience

• 

  Bank of America

  Jul 2012 - Aug 2013

  Bank Teller
• 

  Chase

  Sept 2013 - May 2015

  Bank Teller
• 

  Harbor Capital Advisors, Inc.

  May 2015 - now

  • Perform onboarding, conversion and off-boarding processes related to intermediary relationship management• Perform initial set-up and ongoing operational and financial analysis components of the intermediary payment process• Track monthly and quarterly payments by reviewing invoices and reports related to automated payments to ensure propriety • Identify and document discrepancies related to intermediary payments based on contractual terms • Request and review control audit documentation from intermediaries as part of the Intermediary Oversight Committee• Compile quarterly Intermediary Operations Report and Intermediary Oversight Report used to communicate relationship management and reporting records Show less • Managed print media relationship with third party vendor Financial Statement Services Inc. (FSSI)• Facilitated internal print media initiatives regarding daily confirmation, monthly and quarterly statements• Managed all ad hoc shareholder regulatory mailings and electronic communications • Tracked inventory for all fund documents and forms via third party vendor CustomPoint• Resolved wide range of inquiries from financial intermediaries and retail shareholders • Confirmed accurate and timely completion of day-to-day processing by junior representatives • Performed corrective processing and monitoring of dividend adjustments• Acted as subject matter expert on policies, regulations and procedures, and mentor to junior employees Show less • Resolve wide range of inquiries from financial intermediaries and retail shareholders • Confirm accurate and timely completion of day to day processing by junior representatives • Maintain accuracy of the DTCC Mutual Fund Profile II (MFPS II) for all funds• Assist with the establishment of new funds and networking agreements • Conduct monthly quality oversight of all representatives to ensure compliance with department quality standards• Perform corrective processing and monitoring of dividend adjustments• Act as subject matter expert on policies, regulations and procedures, and mentor to junior employees Show less • Reviewed, prepped, batched and scanned incoming mail into the Harbor Transfer Agency's workflow processing system.• Verified Medallion Signature Guarantee Stamps through Securities Transfer Agents Medallion Program, Inc. (STAMP, Inc.)• Administered cash processing system to support balanced nightly electronic check deposits (FISERV/SSB&T).• Secured sensitive data and documentation.• Administered workflows and supported Harbor Services Group outbound correspondence• Worked with external vendors to support print media, mail delivery, and document storage and shredding programs. Show less

  • Brand Marketing Manager

    Feb 2025 - now

  • Content Marketing Manager

    Feb 2024 - Feb 2025

  • Senior Content Marketing Specialist

    Jan 2023 - Jan 2024

  • Content Marketing Analyst

    Jan 2022 - Dec 2022

  • Financial Analyst

    Mar 2020 - Dec 2021

  • Team Lead - Shareholder Services

    Oct 2019 - Mar 2020

  • Universal Shareholder Services Representative

    Jan 2018 - Oct 2019

  • Shareholder Services Representative II

    Jan 2017 - Dec 2017

  • Shareholder Services Representative I

    Sept 2015 - Dec 2016

  • Centralized Customer Support

    May 2015 - Aug 2015