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| Well experienced Financial Services Operations, Stock / Brokerage / In (financial district) |
| Photo & Video : Medium Format |
| 03/15/06 |
I am a well experienced Financial Services Operations professional seeking a challenging operational / administrative position in Stock Brokerage / Investments, Asset - Money Management in San Francisco's financial district. Ideally my next position will be with a small to medium sized firm. The operative words here are: challenging and growth oriented. My experience and skills include: Strong organizational skills, excellent interpersonal / communication skills, meticulous attention to detail, multi - tasking and a "can - do" attitude.
OBJECTIVE
An Operations / Administrative position in Financial Services / Investments
ACCOMPLISHMENTS & QUALIFICATIONS
• Very well organized / "can do" attitude • Excellent math and analytical skills
• Strong interpersonal / communication skills • Strong computer skills: MS Word, PC format • Accurate data entry / ten key skills • Excellent administrative / office skills • Meticulous attention to detail • Multi - tasking abilities / focused
• Devised trade filing system to facilitate research and retrieval
• Improved productivity due to detail orientation, resulting in fewer errors and trade breaks
• Troubleshot new computer program for automatic check payments, saving time and expense
• Reorganized the cashier cage for more efficiency and ease of operation
OTHER EXPERIENCE
Self – employment, contract - temp positions. 2001 – Now
Primary caregiver duties to ill mother, 24-7 critical care. 1999 – 2001
EMPLOYMENT HISTORY
Bear Stearns & Co. Inc., San Francisco, CA 1998 – 1998
Wire Operator serving both Institutional and Retail divisions. Researched and reconciled trade breaks. Advised brokers of executed trades. Dealt with exchanges regarding telephone / non wire trades.
Brokerage Consultants of California, San Francisco, CA 1995 – 1998
Consultant. Verified and filed daily trades. Dealt with clients regarding their accounts and investment goals. Due to a variety of assignments, I learned new facets of the industry.
Wedbush Morgan Securities, San Francisco, CA 1993 – 1994
Cashier / Wire Operator duties, new account set up, some compliance. Prepared and transmitted daily trade blotters. Researched and resolved trade differences, ACATS transfers.
Corporate Vision Personnel Services, San Francisco, CA 1991 – 1992
Consultant, Researched trades, new account set up, general operations and administrative support.
Prudential Bache Securities, San Francisco, CA 1990 - 1991
Branch Cashier. Transmitted all daily client payments for securities purchases requiring 100% accuracy in dealing with high volumes of entries. Reconciled / balanced office expense accounts. Prepared securities for transfer. Dealt with transfer agents regarding settlements. Created and analyzed daily cashiering reports.
Union Bank, San Francisco, CA 1988 – 1989
New accounts representative.
Bank of America, San Francisco, CA 1978 – 1987
Customer Service Representative. Branch Auditor, Bookkeeper.
EDUCATION
Heald Business College, San Francisco CA Computer courses. Word Perfect
Santa Monica College, Santa Monica CA General education courses
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