Associate Resume Columbus, OH - Hire IT People

SUMMARY

PROFESSIONAL EXPERIENCE

Confidential, Columbus, OH

Associate

Responsibilities:

Maintained highly complex account data for around $1 Billion in funds under management.
Compiled all client data from Charles Schwab and outside custodians through creation and maintenance of advanced spreadsheets.
Daily data reconciliation for all accounts.
Created accurate quarterly performance reports for all clients.
Processed incoming and outgoing money transfers for clients on periodic and by-request basis.
Maintained digital archiving of all client account data, paperwork and transactions.
Executed trades in client accounts.
Voted proxy cards for clients.
Initiated and maintained relationships with multiple external service providers on behalf of Windsor.
Processed Class Action paperwork for all clients.
Communicated with clients via phone, email and traditional mail regarding activity in their accounts.
Functioned as Information Security Officer for company, creating and maintaining documents and standards for cybersecurity and physical document safety in order to protect critical client and business data.
Created and maintained teh Business Continuity Plan for teh company in order to facilitate uninterrupted client service in teh event of a serious business disruption.
Created and distributed information security documentation and continuity plan training for all new employees at time of hire and for all other employees on yearly basis.

Confidential, Columbus, OH

Senior Branch Service Associate/ Wire Operator

Responsibilities:

Maintained logs for multiple vital audited operations processes.
Managed purchasing, storage and distribution of office supplies, break room supplies, and personal stationary supplies for all branches in market area.
Expedited processing of trade errors in accordance with federal and corporate compliance procedures.
Organized daily work and cashiering folders, obtained approval by management and maintained in archives.
Processed stock/bond transfers, deposits and returns.
Placed all market and mutual fund orders with sensitivity to market timing and adherence to compliance review.
Used risk system to identify issues and correct problems with client accounts such as insufficient funds, house and federal margin calls, or other margin/compliance difficulties.
Senior BSA Lead for largest complex hub in teh Midwest.

Confidential, Toledo, OH

Hub Operations Supervisor/Training Supervisor

Responsibilities:

Multiple winner of Rank and Rate competition for best area on Day Sort.
Winner - Inbound Rank and Rate for Month of July, 2006 (All sorts).
Helped capture and maintain national #1 Hub status for teh Toledo Hub.
Completed a three-week supervisor training program for newly promoted managers.
Supervised operations of a primary sort aisle and fifteen hourly employees.
Trained 25-30 unloader and sorter employees of teh inbound section of teh hub.
TEMPEffectively executed business plan by communicating logistics to employees and supervisors.
Maintained adequate staffing levels and pairing of package unloaders and sorters based on their speed and accuracy, thereby optimizing safety and efficiency.
Ensured accuracy of employee timecards.
Attended regular meetings of safety committee and served as a safety liaison between employees and management.