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Laura M Roggina
(908) 391-6630
7 Chamberlain Road · Flemington, NJ 08822 LauraRoggina@gmail.com
Professional
Profile
For over fifteen years,I had the pleasureof supporting directors,management teams and
the people around me. Usingsuperior organization and common sense “soft skills,”I
create highly productive, long-lastingpartnerships. I bringa strongwork ethic, reliability
and flexibility to the corporate table and consistently “Anticipate,Initiate,Resolve and
Follow-Up” to achieveevery goal.Pro-active,intuitive, and resourceful - I happily go that
extra mileto achievesuccess.
 Outgoingandprofessional
 No problemcommunicating
management’svisionandideas
 Proficientknowledge of Microsoft
Office Suite
 Team playerwhoishighlymotivated
Work History Bank of America - Merrill Lynch – Retirement Group
February 2007 – September 2016
Administrative Assistant to Managing Director
Instrumental in providingcontinuous phonecoverage and managingcalendars for several
high-profileexecutives,coordinatingdaily meetings,handlingtravel arrangements and
reconcilingexpenses. Responsiblefor onboarding new hires,creatingand maintainingorg
charts,rollingup weekly business updates and work orders department-wide.
Merrill Lynch – Retirement Group
January 2005 - 2007
New Business Coordinator
Handled all aspects of document procurement surroundingplan conversions. Coordinated
ClientService Managers and Conversion Managers atthe request of the Retirement Plan
Manager.
Merrill Lynch – Retirement Plans Services
September 2001 - 2005
Distribution Specialist/IRA Monitor
Handled beneficiary distributionsfromdeceased accounts as well as distributionsdueto
divorce. Manually processed history fileadjustments and correctivetax reporting for
various retirement accounts. Researched/made adjustments regardingannuity purchases
and payments for 529 distribution processing. Monitored and reconciled retirement
accounts to verify all transactions metIRS guidelines.
Merrill Lynch – Retirement Plans Services
January 2000 - 2001
Customer Service Representative
Call Center Rep respondingto branch officeinquiries supportingretail and retirement
accounts. Acted as liaison between branch offices and all areasof the firmto ensure
problem resolution.
References References are availableupon request.

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Laura Roggina - Resume

  • 1. Laura M Roggina (908) 391-6630 7 Chamberlain Road · Flemington, NJ 08822 LauraRoggina@gmail.com Professional Profile For over fifteen years,I had the pleasureof supporting directors,management teams and the people around me. Usingsuperior organization and common sense “soft skills,”I create highly productive, long-lastingpartnerships. I bringa strongwork ethic, reliability and flexibility to the corporate table and consistently “Anticipate,Initiate,Resolve and Follow-Up” to achieveevery goal.Pro-active,intuitive, and resourceful - I happily go that extra mileto achievesuccess.  Outgoingandprofessional  No problemcommunicating management’svisionandideas  Proficientknowledge of Microsoft Office Suite  Team playerwhoishighlymotivated Work History Bank of America - Merrill Lynch – Retirement Group February 2007 – September 2016 Administrative Assistant to Managing Director Instrumental in providingcontinuous phonecoverage and managingcalendars for several high-profileexecutives,coordinatingdaily meetings,handlingtravel arrangements and reconcilingexpenses. Responsiblefor onboarding new hires,creatingand maintainingorg charts,rollingup weekly business updates and work orders department-wide. Merrill Lynch – Retirement Group January 2005 - 2007 New Business Coordinator Handled all aspects of document procurement surroundingplan conversions. Coordinated ClientService Managers and Conversion Managers atthe request of the Retirement Plan Manager. Merrill Lynch – Retirement Plans Services September 2001 - 2005 Distribution Specialist/IRA Monitor Handled beneficiary distributionsfromdeceased accounts as well as distributionsdueto divorce. Manually processed history fileadjustments and correctivetax reporting for various retirement accounts. Researched/made adjustments regardingannuity purchases and payments for 529 distribution processing. Monitored and reconciled retirement accounts to verify all transactions metIRS guidelines. Merrill Lynch – Retirement Plans Services January 2000 - 2001 Customer Service Representative Call Center Rep respondingto branch officeinquiries supportingretail and retirement accounts. Acted as liaison between branch offices and all areasof the firmto ensure problem resolution. References References are availableupon request.