Summary
Overview
Work History
Education
Skills
Timeline
Generic

SITARA H. MEHAR

South Ozone Park,NY

Summary

Operations Specialist with experience in executing effective operating rhythms and management systems structures. Expertise in analyzing, articulating, and solving various problems. Analytical and organized professional comfortable working independently or as part of a team. Committed to resolving problems and maintaining accurate metrics and reports.

Overview

7
7
years of professional experience

Work History

Presents Operations Specialist

OPPENHEIMER & CO INC
New York, NY
02.2020 - Current
  • Provide comprehensive service for our clients (answering questions, helping them to coordinate transactions (wires), facilitating data or reporting requests, etc.).
  • Help to educate clients on their account (explaining portfolio accounting reports, client statements, etc.…).
  • Have a good understanding of accounting elections for fixed income portfolios.
  • Help to maintain GIPS compliant composites and work with Independent verification firm for quarterly composite.
  • Verifications.
  • Help to develop and implement efficient processes and workflows as our business grows and changes.
  • Proactively review current processes to identify areas where efficiency can be improved and/or risks mitigated.
  • Account reconciliation.
  • Responsible for maintaining data integrity for portfolio management team.
  • Compile and analyze data from multiple sources.
  • Reconcile account data with the custodian banks and resolve any discrepancies.
  • Trade Processing/Settlement.
  • Work with portfolio management team to ensure timely settlements of executed trades.
  • Facilitate trade settlement by notifying custodians and helping to resolve any settlement issues.
  • Act as liaison between executing broker-dealer and custodian bank.
  • Set up new securities in accounting system.
  • Create in month-end statement/reports production.
  • Generate reports and provide data/information for clients, portfolio managers and client service Special projects.
  • Performs miscellaneous job-related duties as assigned.

Retail Bank Teller

HSBC GROUP
New York, NY
08.2019 - 02.2020
  • Meet established sales referral and promotional sales goals.
  • Accept and process deposits, payments, checks for cashing and other transactions according to established procedures and performance standards.
  • Ready workstation at start of shift; strike and balance cash and transactions at end of shift.
  • Live and represent the brand; exemplify the five brand attributes of being perceptive, progressive, responsive, respectful and fair, both internally and externally.
  • Adhere to branch cash control and security requirements in control of cash and negotiable items.
  • Adhere to established customer interaction standards for every transaction.
  • Maintain current knowledge of Company products and services and applicable Federal regulations, including Bank Secrecy and Know Your Customer principles.
  • Adhere strictly to compliance and operational risk controls in accordance with Company and regulatory standards, policies and practices; report control weaknesses, compliance breaches and operational loss events.
  • To implement the Group compliance policy locally by containing compliance risk in liaison with the Head of Group Compliance, Global Business Compliance Officer, Area Compliance Officer or Local Compliance Officer, ensuring adequate compliance resources and training, fostering a compliance culture and optimizing relations with regulators.
  • Complete other responsibilities, as assigned.

Intern

KUWAIT AIRWAYS
New York, NY
06.2017 - 09.2017
  • Assist with creation of presentations for the senior manager.
  • Participation in meetings and trainings.
  • Preparation of documentation for auditors for airlines audits.
  • Data downloads from SAP, research, analysis of data and review customer service trends.
  • Support local finance project teams with documentation.
  • Apply planning and analytical skills to support business and process improvement projects.
  • Checked air cargo against documentation to identify and resolve any discrepancies.
  • Support ad-hoc projects and administrative tasks.

Customer Service Representative

A&Z STUDIO
New York, NY
05.2016 - 06.2017
  • Respond to telephone inquiries, providing quality service to customers and associates inquiring.
  • Listen attentively to the caller needs to ensure a positive customer experience.
  • Access electronic and paper cataloging systems to look up appointment information and availability.
  • Strive for quick complaint resolution; commended by supervisor for the ability to resolve problems on the first call and avoid escalation of issues.
  • Excel within a service-oriented company, demonstrating a talent for communicating effectively with customers from diverse backgrounds.
  • Journal entries and account reconciliations.
  • Handle accounts payable and receivable.
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.

Education

Bachelor of Science - Finance

SUNY Empire State College
Saratoga Springs, NY
06.2019

Skills

  • Proficient in all Windows Operating Systems,
  • Proficient in MS Office
  • Peachtree and QuickBooks, MS Excel, Access
  • Account reconciliation
  • Analytical skills
  • Customer service
  • Documentation
  • Research
  • Sales
  • Spreadsheets
  • Bookkeeping

Timeline

Presents Operations Specialist

OPPENHEIMER & CO INC
02.2020 - Current

Retail Bank Teller

HSBC GROUP
08.2019 - 02.2020

Intern

KUWAIT AIRWAYS
06.2017 - 09.2017

Customer Service Representative

A&Z STUDIO
05.2016 - 06.2017

Bachelor of Science - Finance

SUNY Empire State College

Similar Profiles

CREATE PROFILE
SITARA H. MEHAR