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unit investment trust fund trading administrator resume example with 12+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • Home: (555) 432-1000
  • Cell:
  • resumesample@example.com
Professional Summary

Goal-driven Sourcing Specialist proficient at sourcing unique and one-off items to meet special requirements. Ready to leverage 14 years of experience to support and enhance operations at any organization that requires a purchasing agent. Successful at improving department processes and delivering high-quality goods to end users on a reliable schedule. An effective communicator that can handle change in any fast paced environment.

Skills
  • Microsoft Excel
  • Business Communications
  • Customer Service
  • Purchasing
  • Teamwork
  • Cost Estimation
  • Planning
  • Preparing Reports
  • Research
  • Building Effective Relationships
Work History
Unit Investment Trust Fund Trading Administrator, 11/2015 to 08/2016
BNY MELLONCity, STATE,
  • Answered queries and took trades by phone, fax, or email from international and domestic clients.
  • Accurately input large trades ranging into millions of dollars.
  • Worked well under pressure, handling up to 20 business client calls per day.
  • Assisted other representatives in bridging language barriers with Spanish-speaking South American clients.
  • Tested and verified system enhancements and educated other transfer agencies working for BNY worldwide.
  • Ensured all client documentation and fund transactions were kept current and on file.
  • Interacted and assisted clients with resolution of any account discrepancies.
  • Provided clients with monthly, quarterly, and yearly financial statements.
Senior Logistics Advisor, 02/2013 to 06/2015
HQ 2ND BATTALION 108TH INFANTRY REGIMENTCity, STATE,
  • Analyzed total logistics missions and sustainment operations for 800 personnel.
  • Received second Meritorious Service Award for various missions and domestic emergency situations.
  • Conserved $200,000 in two years by developing and implementing improved fiscal measures.
  • Managed $73 million dollars of government property with no loss of accountability or items.
  • Trained, supervised and mentored staff.
  • Independently advised commander on logistic and sustainment operations.
  • Procured rations for field operations; forecasted budgets to purchase materials and equipment.
  • Sourced and selected vendors; researched vendor pricing and conducted quality analysis.
  • Organized and improved maintenance plan for all vehicles and equipment to ensure rapid deployment capability.
  • Used Excel, PowerPoint, and Advanced Property Book system to maintain documentation and record-keeping.
Property Account Manager, 10/2003 to 01/2013
HQ 27TH BRIGADE COMBAT TEAMCity, STATE,
  • Oversaw and maintained $480 million across more than 30 property accounts with no loss of funds.
  • Acted as senior advisor for all managers and supervisors of organizational property accounts.
  • Deployed as 27th Infantry Brigade Combat Team Property Book Office Non-Commissioned Officer in charge, during Operation Enduring Freedom.
  • Managed 87 separate property books valued at $698 million.
  • Received Meritorious Service Medal and NATO medal while serving in Afghanistan.
  • Maintained accountability of purchases, turn-ins, and lateral transfers of $480 million dollars-worth of equipment.
  • Researched and located vendors appropriate for equipment procurement of more than $3,000.
  • Monitored and reviewed routine input of property into master database of record-Property Book Unit Supply Enhanced.
  • Integrated both official acquisitions and commercial purchases into manageable accounts.
  • Communicated effectively with all managers, supervisors, and subordinates.
Education
Bachelor of Science: Marketing/Business Analytics, Expected in 05/2020
LE MOYNE COLLEGE - Syracuse, NY,
GPA:
  • Dean's List Fall and Spring 2019
  • Member of Le Moyne College Student Veterans Association
  • Received Phi Theta Kappa Scholarship
  • Received Le Moyne College Merit Based Scholarship
  • Member of Tau Sigma Honor Society
  • Member of the Purcell Shool of Professional Studies Advisory Board
A.S: Business Administration, Expected in 05/2018
ONONDAGA COMMUNITY COLLEGE - Syracuse, NY,
GPA:
  • President's List 4 semesters
  • Member of Phi Theta Kappa
  • Graduated cum laude
  • Member of Onondaga Community College Veterans Club
  • Graduated with 3.3 GPA
  • Received Phi Theta Kappa Scholarship
Advanced Leadership And Management Development Course: Logistics Management, Expected in 08/2010
UNITED STATES ARMY QUARTERMASTER SCHOOL - Fort Lee, VA,
GPA:

Senior Leadership Course tailored for Senior Non-Commissioned Officers in the Quartermaster Military Occupational Specialty (MOS).

Affiliations
  • Phi Theta Kappa Honor Society
  • Tau Sigma Honor Society
  • SALUTE Veterans National Honor Society
  • Le Moyne College Student Veterans Association
  • Onondaga Community College Veterans Club
  • Purcell School of Continuing Education Advisory Board Member
  • Member, Camden, NY American Legion Post 66
Military Honors
  • Honorable Discharge, Sergeant First Class, United States Army, 2015

Awards and Decorations:

  • Meritorious Service Medals (2)
  • Army Commendation Medals (3)
  • Army Achievement Medals (6)
  • Good Conduct Medals (6)
  • National Defense Service Medal (2)
  • Korean Service Medal
  • Afghan Campaign Medal

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Resume Overview

School Attended

  • LE MOYNE COLLEGE
  • ONONDAGA COMMUNITY COLLEGE
  • UNITED STATES ARMY QUARTERMASTER SCHOOL

Job Titles Held:

  • Unit Investment Trust Fund Trading Administrator
  • Senior Logistics Advisor
  • Property Account Manager

Degrees

  • Bachelor of Science
  • A.S
  • Advanced Leadership And Management Development Course

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