It Analyst Resume
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Baltimore, MarylanD
PROFESSIONAL EXPERIENCE:
Confidential, Baltimore, Maryland
IT Analyst
Responsibilities:
- Responsible for end user help desk support
- Analyze and manage in house automated time and billing to produce client monthly bills.
- Setup new clients in financial statements database.
- Perform integrity test on financial statements.
- Monitored back up verification.
- Monitored and verified incremental file backup
- Managed day to day cash receipts, cash disbursements, payroll, month end adjustments, and prepare prior month end adjustments
- Prepare financial statements balance sheet & schedules, income statement and cash flow analysis for various clients.
- Completed and analyzed fixed assets schedules.
- Managed and maintained corporate client database.
- Create and disabled new end user accounts on network system, windows 2003.
Confidential, Baltimore, Maryland
Managed Account Administrator Liaison
Responsibilities:
- Responsible for all areas of the new account process, which includes inputting and updating client specific information for a variety of investments products
- Acted as a liaison with Financial Advisors on operational issues; collecting, analyzing, disseminating or resolving Financial Advisors questions and inquiries
- Coordinating quarterly client reporting and validated new fee - based accounts
- Was chosen to be the head of a task force to help develop and improve the department
- Working with Financial Advisors to develop customized client reporting
- Corresponded with various departments on account resolution
- Other duties included processing refunds, cost basis updates, and Adhoc projects assigned
Confidential, Parkville, MD
Financial Service Representative
Responsibilities:
- Sell Suntrust products and services by proficiently executing prescribed sales activities.
- Cross sell to current clients, sell multiple products and services to prospects
- Focus on building relationships with clients and taking advantage of opportunities to acquire additional profitable clients
- Provide administrative support to branch manager
- Demonstrate customer service skills, to include effective communication skills