I am a well experienced Stock Brokerage / Investment industry Operations / Administrative professional seeking a challenging Operational / Administrative position in Stock Brokerage / Investments, Asset - Money - Wealth Management in downtown San Francisco. Ideally, my next position will be with a small to medium sized firm. I've found that smaller to medium sized firms provide more autonomy, challenge, and the opportunity to "think and do outside the box". The operative words here are: challenge and growth oriented. My experience and skills include; Strong organizational skills, excellent interepersonal / communications abilities, meticulous attention to detail, ability to "multi-task", along with a "can - do" attitude. How can I help your firm?
OBJECTIVE
An Operations / Administrative position in the Investment industry
ACCOMPLISHMENTS & QUALIFICATIONS
• Very well organized / focused • Excellent math and analytical abilities
• Strong interpersonal / communications skills• Strong computer skills: MS Word, PC format • Meticulous attention to detail, focused • Excellent administrative / office skills • Accurate data entry / ten key skills • Multi-tasking abilities
• 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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