Abandoned Properties Specialist Resume Example

• Confirm and post trades accurately for third party money managers prior to settlement date and amending as needed.
• Received and delivered securities via BNY Mellon Workbench settlement application.
• Accurately process SPO's and wires for factor updates and TBA pair-off trades.
• Researched and resolved trade related and income cash breaks between custodians and TD Wealth.
• Reconciled TD Wealth to custodians projected daily cash statement.

• Entered financial data into company accounting database for verification and reconciliation, maintaining accurate and current accounts at all times.
• Supported operations by communicating with customers, filing documents and managing data.Entered financial data into company accounting database for verification and reconciliation, maintaining accurate and current accounts at all times.
  Supported operations by communicating with customers, filing documents and managing data.
  Provided outstanding customer service by quickly and professionally handling issues.
  Diminished financial discrepancies and managed monetary transactions.
  Strengthened financial operations by conducting bank reconciliations and financial reporting.
  Managed and responded to all correspondence and inquiries from customers and vendors.
  Reduced financial discrepancies, effectively reconciling bank accounts and organizing information.
  Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
  Investigated daily variances uncovered with [Type] and [Type] reports and corrected errors to resolve discrepancies.
• Provided outstanding customer service by quickly and professionally handling issues.
• Diminished financial discrepancies and managed monetary transactions.
• Strengthened financial operations by conducting bank reconciliations and financial reporting.
• Managed and responded to all correspondence and inquiries from customers and vendors.
• Reduced financial discrepancies, effectively reconciling bank accounts and organizing information.
• Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
• Investigated daily variances uncovered with [Type] and [Type] reports and corrected errors to resolve discrepancies.

• Managed and archived quality documentation and participated in internal and external quality audits.
  Partnered with cross-functional teams to conduct thorough discovery and due diligence on existing processes.
  Improved quality processes for increased efficiency and effectiveness.
  Assisted with proactive client outreach initiatives through [Task] and documented client correspondence in [Software] CRM system.
  Established and maintained productive working relationships with staff to resolve operational difficulties and to promote interdisciplinary, collaborative approach to customer service provision.
  Developed standard operating procedures and document workflow for current and future process steps.
  Adhered to established policies, procedures and compliance for satisfactory audit rating.
  Identified and resolved process issues to encourage smoother procedures, more efficient workflow and overall business growth.
  Presented metric reporting and [Timeframe] account reviews to [Type] team and clients.
  Operated with high integrity, built trust, and earned sustained credibility with internal and external clientele.
  Investigated and resolved customer complaints to foster satisfaction.