Participant Services Representative Resume Hopewell, NJ - Hire IT People

OBJECTIVE:

I wish to secure position in a financial services firm or bank, selling financial products or managing Trust accounts.

TECHNICAL SKILLS:

PROFESSIONAL EXPERIENCE:

Participant Services Representative

Confidential, Hopewell, NJ

Responsibilities:

I support Confidential 's in - bound 401(k) call center. My responsibilities are processing financial transactions including stock, money market, and mutual fund trades, loans, withdrawals.
I provide customer service by providing complete and accurate information for client inquiries relating to 401(k).

Financial Representative

Confidential, Cranford, NJ

Responsibilities:

I conducted sales and support of Lincoln Investment Planning’s 403(b) retirement platform.
I set appointments and meet with prospects and clients to analyze their financial needs.
I opened new accounts, recommend and sold specific and appropriate products and serviced current accounts.

Financial Consultant

Confidential, Woodbridge, NJ

Responsibilities:

My responsibilities include: prospecting and locating clients using different marketing techniques.
Setting appointments and meeting prospects to analyze their financial needs.
Prepare financial plans and recommend and sell specific and appropriate products. Serviced current accounts as needed.

Financial Advisor

Confidential, Princeton, NJ

Responsibilities:

My responsibilities included: prospecting and locating clients using different marketing techniques.
Setting appointments and meeting prospects to analyze their financial needs.
Prepare financial plans and recommend and sell specific and appropriate products. Serviced accounts as needed.

Senior Trust Administrator

Confidential, Hopewell, NJ

Responsibilities:

I have practical knowledge of fiduciary practices, charitable trust administration, trust systems and operations. I six years experience in trust administration and over twelve years in the financial services industry.
My responsibilities included processing cash requests, journal entries, portfolio adjustments, distribution of trust payments and account maintenance.
I assisted with the preparation of grant letters, coordinated and prepared welcome letters and additional gift letters.
I assisted in the annual administrative review process and annual valuation letter process.
Served as back up for Trust Officers and other team members.
I provided training and guidance for new team members.

Records Management Clerk

Confidential, Somerset, NJ

Responsibilities:

Responsible for mailing client distribution checks by way of U.S. mail and over night delivery services.
Researched and followed up on returned checks.
Additional responsibilities included; sorting and distributing department mail, making copies of client statements for mailing to branch offices.

Processing Clerk

Confidential, Somerset, NJ

Responsibilities:

Responsible for processing Mutual Fund trades through an in house trading system.
Followed up and corrected any problem trades. Maintained unit files and statement logs.
Distributed units daily reports. Assisted with special projects which included; sorting, assembling and mailing monthly and annual client statements, verify mutual fund prices and assisted unit team members when needed.