Attention to detail Reliable Willing to take on additional tasks | Able to individually or as a team Excellent work ethic Strong problem-solving capabilities |
Monitored cash processing and reporting to ensure that all instructions were processed accurately and in a timely manner.
Monitored account reconcilements and provided updates to management regarding breaks or findings in account.
Researched and provided documentation on claims.
Assisted with training staff members and suggested additional training to management where needed.
Wrote and reviewed procedures for all accounts and products that are processed by my team.
Assisted with internal and external audits.
Attended and conducted meetings.
Completed time cards and quarterly performance reviews of the staff.
Monitored control reports, client inquiries, e-mails, and work queues.
Monitored cash reporting for the department.
Conducted internal spot audits for all products that are processed by the department.
Assisted with internal and external client audits.
Researched and provided documentation for claims.
Assisted in training staff members.
Assisted in writing and reviewing procedures.
Completed account reconcilements.
Reviewed and verified cash and trade transactions.
Assisted with late wire duty.
Ran and reviewed daily reports.
Monitored systems for incoming trade activity.
Sent outdated work to the mines for filing.
Confirmed account information with brokers and investment managers.
Calculated and processed trade information.
Entered and approved cash transactions.
Wired funds to brokers.
Distributed work.
Updated files.
Balanced accounts.
Filed and made copies.
Processed cash and trade activity.
Printed and balanced the list of assets on a daily basis.
Distributed work.
Confirmed information with brokers.
Updated files.
Sorted and distributed mail.
Filed and made copies.
Typed letters and word processing.
Answered phones.
Processed cash transactions.
Sorted and distributed mail.
Made copies.
Typed letters and word processing.
Answered phones.
Replaced secretaries throughout the company.
Made copies.
Sorted and distributed mail.
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Companies Worked For:
School Attended
Job Titles Held:
Degrees
