LiveCareer
LiveCareer
  • Dashboard
  • Jobs
  • Resumes
  • Cover Letters
  • Resumes
    • Resumes
    • Resume Builder
    • Resume Examples
      • Resume Examples
      • Nursing
      • Education
      • Administrative
      • Medical
      • Human Resources
      • View All
    • Resume Search
    • Resume Templates
      • Resume Templates
      • Nursing
      • Education
      • Medical
      • Human Resources
      • Customer Service
      • View All
    • Resume Services
    • Resume Formats
    • Resume Review
    • How to Write a Resume
    • CV Examples
    • Resume Objectives
  • Cover Letters
    • Cover Letters
    • Cover Letter Builder
    • Cover Letter Examples
      • Cover Letter Examples
      • Education
      • Medical
      • Human Resources
      • Customer Service
      • Business Operations
      • View All
    • Cover Letter Services
    • Cover Letter Templates
    • Cover Letter Formats
    • How to Write a Cover Letter
  • Jobs
    • Mobile App
    • Job Search
    • Job Apply Tool
    • Salary Calculator
    • Business Letters
    • Job Descriptions
  • Questions
  • Resources
  • About
  • Contact
  • 0Notifications
    • Notifications

      0 New
  • jane
    • Settings
    • Help & Support
    • Sign Out
  • Sign In
Member Login
  • LiveCareer
  • Resume Search
  • Senior Transfer of Assets Associate
Please provide a type of job or location to search!
SEARCH

Senior Transfer of Assets Associate Resume Example

Resume Score: 70%

Love this resume?Build Your Own Now
SENIOR TRANSFER OF ASSETS ASSOCIATE
Summary

Dependable, hard-working, reliable, self-starting individual seeking a position in a corporate environment which will allow for professional growth while utilizing my skills to make a positive organizational contribution CAPABILITIES: Expertise in utilization in all aspects of MS Word, MS Excel, and MS PowerPoint Possesses excellent communication skills Exhibits superior interpersonal skills with employees and clients Goal and task-oriented Utilizes time management techniques efficiently to multitask Completes all aspects of projects according to specifications Precise, detail-oriented [] with sound judgment and decision-making skills. Experienced in A/P processes and managing vendor relations.Quality-focused accounting professional with over [] years processing invoices, managing vendors and auditing expense reports.Motivated Accounting Clerk with a verifiable record of accurate bookkeeping and skill in working with customers, vendors and management.Self-motivated [] offering a strong work ethic and determination to complete tasks in a timely manner. Accurate and detail-oriented with extensive bookkeeping and clerical knowledge.[] versed in A/P management, payroll and general accounting. Budgeting and tax requirements expert.[] proficient at task management and invoice processing who thrives in large scale accounting firms.Seasoned [] with [] years experience managing accounting needs across multiple platforms. Advanced technical knowledge, including [].Detail-oriented [] who keeps entries up-to-date daily. Dedicated to providing current state-of-accounts reports to inform cash flow management decisions. 

Highlights
  • Fiscal budgeting knowledge
  • Accounting operations professional
  • General ledger accounting aptitude
  • Adobe software
  • Complex problem solving
  • General ledger accounting aptitude
  • Strong communication skills
  • Expert in customer relations
  • Effective time management
  • Excellent managerial techniques
  • Effective time management

Accomplishments

Researched and resolved billing problems that had been previously missed.Reduced the open invoice cycle time from [] days to [] days by developing new dispute reporting procedures.Produced []% more account reporting data than required by taking on additional duties.Reduced invoice over payments by []%. 

Experience
Senior Transfer of Assets Associate
March 2006 to November 2012
MetLife
  • Processes all types of transfers using our workflow and imaging system.
  • Reviews documentation to ensure requests are in good order and contacts Sales Representatives to obtain missing information or documentation.
  • Provides timely follow ups and updated statuses on all pending transfers by communicating effectively with Sales Representatives, Outside Firms, both verbally and through correspondence, until transfer is complete.
  • Researches complex inquiries and handles escalated cases to provide a resolution in a timely manner.

Processed an average of [] invoices per month for a large-scale organization.Reduced time and costs and increased efficiency by introducing new accounting procedures.Renegotiated payment terms with dozens of suppliers.Calculated figures such as discounts, percentage allocations and credits.Verified details of transactions, including funds received and total account balances.Verified details of transactions, including funds received and total account balances.Suggested process improvements to secure prompt and regular receipts for the organization.Coded the general ledger and processed vendor invoice payments.Rectified escalated accounts payable issues from employees and vendors.Researched and resolved billing and invoice problems. 

Rationalizes Margin Violations
  • Processing Guides for all types of transfers.
  • Trains new hires on Department policies and procedures.
  • Recognition Committee member for the Broker Dealer.
  • Transfer of Assets Team received "Promise Award" in 2007.
Non Retirement New Account/Transfer Assistant
August 2004 to March 2006
First Investors
  • Establishes and consolidates all types of non-qualified accounts Reviews documentation to ensure requests are in good order by communicating with Sales Representatives and internal Departments Processes internal transfers for non-qualified accounts Processes networking requests by creating B-50's Maintains weekly reports of processed accounts, transfers, and registration updates Trains new hires on Department policies and procedures Developed department's letter book as a special project Processes all client initiated requests by communicating through correspondence until request has been complete.
Education
Bachelors of Science Degree : Management Science, Dec. 2004Kean University - NJ
Associate Degree : Business Administration, Dec. 2000Brookdale Community College - Lincroft, NJ
June 1996Union High School - NJ
Build Your Own Now

DISCLAIMER

Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

Resume Overview

Companies Worked For:

  • MetLife
  • Rationalizes Margin Violations
  • First Investors

School Attended

  • Kean University
  • Brookdale Community College
  • Union High School

Job Titles Held:

  • Senior Transfer of Assets Associate
  • Non Retirement New Account/Transfer Assistant

Degrees

  • Bachelors of Science Degree : Management Science , Dec. 2004
    Associate Degree : Business Administration , Dec. 2000
    June 1996

Create a job alert for [job role title] at [location].

×

Advertisement

Similar Resumes

View All
Executive-Director-of-Assets-resume-sample

Executive Director of Assets

Oakton Capital Partners, LP

Bensenville, Illinois

DIrector-of-Assets-and-Strategy-resume-sample

DIrector of Assets and Strategy

AP Live, Inc.

Spring Hill, Tennessee

AVP-of-Special-Assets-and-Loan-Administration-resume-sample

AVP of Special Assets and Loan Administration

Tri State Bank of Memphis

Millington, Tennessee

About
  • About Us
  • Privacy Policy
  • Terms of Use
  • Sitemap
Help & Support
  • Work Here
  • Contact Us
  • FAQs
Languages
  • EN
  • UK
  • ES
  • FR
  • IT
  • DE
  • NL
  • PT
  • PL
Customer Service
customerservice@livecareer.com
800-652-8430 Mon- Fri 8am - 8pm CST
Sat 8am - 5pm CST, Sun 10am - 6pm CST
  • Stay in touch with us
Site jabber winner award

© 2021, Bold Limited. All rights reserved.