Summary
Overview
Work History
Education
Skills
Timeline
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AMANDA STEFFLER

Indian Land

Summary

A results-driven Capital Markets Operations Associate with 10+ years of combined experience in financial operations, client support, and healthcare administration. Proven expertise in wealth management operations, regulatory compliance, and process improvement. Known for high attention to detail, time management, and delivering accurate, efficient service while meeting strict SLAs. Proficient in Microsoft Office and financial systems, with a consistent track record of optimizing workflows and enhancing client satisfaction.

Overview

19
19
years of professional experience

Work History

Capital Markets Operations Associate

Accenture
11.2024 - Current
  • - Review client asset portfolios and recommend tailored wealth management and investment solutions to optimize profitability and asset utilization.
  • - Develop and implement asset management strategies aligned with financial policies and business objectives.
  • - Collaborate directly with wealth clients to verify identity and prepare documentation for domestic and international wire transfers.
  • - Ensure strict adherence to compliance and authentication protocols.
  • - Maintain a high level of attention to detail when entering client and transaction data.
  • - Meet tight service level agreements (SLAs) and processing deadlines consistently.
  • - Demonstrate strong time management by working efficiently both independently and in a team environment.

Research Operations Specialist

Truist Bank
10.2021 - 11.2024
  • - Provided financial data and research support across internal departments.
  • - Processed legal requests and subpoenas in compliance with banking regulations.
  • - Investigated and resolved account discrepancies for deposits, IRAs, loans, wires, and returns.
  • - Utilized KZ, CMOD, Document Direct, and SWIFT to locate and verify information.
  • - Handled over 100+ requests weekly with accuracy, meeting critical SLA targets.
  • - Identified and implemented improvements in research workflows and compliance practices.

Certified Medical Assistant / Flow Manager / Referral Coordinator

Atrium Health
10.2006 - 10.2021
  • - Managed front-line patient care in a fast-paced medical office supporting 4 physicians.
  • - Triaged patients, administered injections, performed venipuncture, and managed vaccine inventory.
  • - Coordinated referrals, obtained insurance pre-authorizations, and maintained compliance with state audits.
  • - Provided administrative and clinical support to ensure efficient and compassionate patient service.

Education

High School Diploma - undefined

Parkwood High School

Associate Degree - Healthcare Administration

University of Phoenix

Associate Degree - Certified Medical Assisting

Stanly Community College

Skills

  • Capital Markets Operations
  • Asset Management Strategies
  • SLA Fulfillment & Compliance
  • Customer Service & Client Support
  • Microsoft Office Suite
  • Financial Documentation & Processing
  • Time Management & Organization
  • Medical Office Administration

Timeline

Capital Markets Operations Associate

Accenture
11.2024 - Current

Research Operations Specialist

Truist Bank
10.2021 - 11.2024

Certified Medical Assistant / Flow Manager / Referral Coordinator

Atrium Health
10.2006 - 10.2021

High School Diploma - undefined

Parkwood High School

Associate Degree - Healthcare Administration

University of Phoenix

Associate Degree - Certified Medical Assisting

Stanly Community College

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AMANDA STEFFLER