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Corporate Actions Associate Resume

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OBJECTIVE:

  • To apply the skills I have obtained from college and work experience such as excellent organizational, customer service time management technical and project management skills to help drive your business forward and help your organization to reach its business goals. To be a strong communicator and a team player. To develop new skills and experience working in a new exciting environment and to challenge my ability to learn and improve and to achieve my career goals. I am a dedicated worker aiming to help achieve company goals and take on more responsibility as quickly as possible.

PROFESSIONAL EXPERIENCE

Confidential

Corporate Actions Associate

Responsibilities:

  • Processed corporate actions for investors and calculating NAV impacts of the corporate action on an investment fund.
  • Answered queries on corporate actions from clients, other teams, and investment managers to try and resolve any issues
  • Running daily reports including processing reports, settlement reports and daily task reports to ensure every corporate action was accounted for and none were missed.
  • Amending any corporate actions that were booked incorrectly by the team or by the system.
  • Identifying and querying any errors in a corporate action already booked or to be booked in the future.
  • Daily communication with the clients regarding processing & handling of their funds.

Confidential

Customer Service Representative/Teller

Responsibilities:

  • Processed deposits, withdrawal’s, and money transfer
  • Provided assistance on the new kiosk machines ie, setting up direct debits, reviewing and ordering statements, transfer funds overseas.
  • Daily balancing.
  • Maintenance on all machines.

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