Diligent and driven Asset Transfer Specialist who has achieved success in a variety of roles with increasing levels of responsibility. An effective communicator and team-builder with strong analytical, management and organizational skills.
1)Receipt of transfer request from account administrators
2)Execution of transfer orders either manually (Via Fax or FedEx) or electronically (via ACATS system or Direct Registration system through DTC)
3)Internally request mutual fund account set up from Fund Liason team and then register destination fund account through the ACATS system.
4)Internally request asset set up for equities not already set up on internal systems
5)Internally request historical pricing update from pricing team if historical pricing is not available.
6)Monitor ACATS system , DTC settlements website, and DST vision (mutual funds) in order to receive cash, assets, and mutual funds in a timely fashion.
7)Maintain files and update internal electronic records through “Insite” system
1) Preparation of legal documents
2) Bond Hearing / Jail arraignment calendar annotation
3) Notarization of legal documents
4) Interview of detained defendants within the confines of several Dade County Jails, Metro West,
Turner Gulliford Knight, and Women's Annex detention centers in the Miami area. These interviews usually
took place 24 to 48 hours after a defendant was arrested.
1) Shipboard firefighting
2) Security Reaction Force Team Member
3) Navigation Detail
Minor in Political Science
Companies Worked For:
Job Titles Held:
© 2019, Bold Limited. All rights reserved.