We provide IT Staff Augmentation Services!

Account Maintenance Analyst Resume

5.00/5 (Submit Your Rating)
Hire Now

SUMMARY

  • An entrepreneurial / detail oriented individual, that is interested in Real Estate & Finance, who manages his time efficiently, but is also eager to learn while taking on new challenges.

TECHNICAL SKILLS

  • Entrepreneurial - Detail Oriented
  • Analytical - Problem Solver
  • Strong Work Ethic - Time Management
  • MS Word, Excel & PowerPoint

PROFESSIONAL EXPERIENCE

Confidential

Account Maintenance Analyst / Investor Relations Representative

Responsibilities:

  • Updating books/records through internal & external Systems (OnBase, eBoss & FBSI).
  • Processing new accounts & correspondence
  • Making/Receiving calls to agents to attain additional documents/information for books/records, new account applications and correspondence.
  • Daily compiling, reviewing and submitting graphical report presentations to upper management on statistics on the department as a whole and for each individual user.
  • Creating new account processing user manual guides.
  • Training associates on new account processing procedures through the use of internal & external systems (OnBase, eBoss, FBSI, Wealthscape/Streetscape, & DST Vision).
  • Working with management to have the department comply with the DOL ruling.

Confidential

Financial Advisor

Responsibilities:

  • Chosen as top 1% of applicants to participate and graduate the Financial Advisor Career Development Program (FACD).
  • Worked in several areas of the HO (Offices in Transition, Order Services, & Branch Office Services), which helped facilitate my skills in handling different situations and managing two books of business afar (400 clients with $15 Million AUM in Texas & W. Virginia).
  • Actively solicited clients to build my book of business in Westbury (Nassau County) and Maspeth (Queens County).

Confidential

Real Estate Investor

Responsibilities:

  • Acquire, hold & sell real estate / tax lien certificates.
  • Actively solicit new business.
  • Working with municipalities in getting properties back onto tax rolls.
  • Financed purchases through land contracts.
  • Manage real estate and tax lien portfolios.

Confidential

Associate

Responsibilities:

  • Handling of inventory of antiques/fine art.
  • Providing market trends on the antiquities market.
  • Handling of cash and negotiated directly with clients.
  • Supported in sales of 19 th / 20 th Century fine art / antiques.

Hire Now
Report an issue

We'd love your feedback!

Privacy Policy
Resume Categories
Client Services
Job Seekers
Visa Sponsorship