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Asset Transfer Specialist Resume Example

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ASSET TRANSFER SPECIALIST
Summary

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. 

Highlights
  • Goal-oriented
  • Reliable
  • Expert in MS Office Suite
  • Financial modeling
  • Financial forecasting
  • Financial analysis
  • Cash handling

 

 

 

  • Excellent communication skills
  • Bilingual in English/Spanish
  • People-oriented
  • Flexible
  • Excellent time management skills
  • Analytical
  • Equity and fixed income research
  • Application of GAAP regulations
Experience
Asset Transfer Specialist
August 2012
Ceridian Corporation - San Diego , CA

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 

 

 

 

Paralegal
December 2009 to January 2012
Miami Public Defender's Office - City , STATE

Duties: 

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.  

Seaman
October 2003 to April 2007
US Navy - City , STATE

1) Shipboard firefighting 

2) Security Reaction Force Team Member 

3) Navigation Detail 

Education
MBA : BusinessNova Southeastern University - City, State, USA
Bachelor of Arts : International Relations, 2009Florida International University - City, State, USA

Minor in Political Science 

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Resume Overview

School Attended

  • Nova Southeastern University
  • Florida International University

Job Titles Held:

  • Asset Transfer Specialist
  • Paralegal
  • Seaman

Degrees

  • MBA : Business
    Bachelor of Arts : International Relations , 2009

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