Flor Hernandez
Maywood,New Jersey
Summary
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
24
24
years of professional experience
Work History
Administrative Assistant III
Bank of America Securities
06.2022 - Current
- Responsible for providing diverse and confidential administrative support for Investment Bankers
Senior Client Service Associate (Team Leader)
OPPENHEIMER & CO. INC.
09.2007 - Current
- Service high net worth clients via direct client engagement
- Independently attend to all client requests, including but not limited to, journals, wire, checks, funds deposit, ACH, DTC, DWAC, DRS ACATS, trade corrections and IPOs.
Senior Associate, Portfolio Services
OPPENHEIMER & CO. INC.
09.2000 - 09.2007
- Address and resolve queries from clients and brokers
- Update and maintain historical cost data
- Utilize internal firm wide retail portfolio system for all retail (US-based) accounts with assets valued up to $40MM.
Dividends Mutual Funds Associate
OPPENHEIMER & CO. INC.
08.2000 - 09.2000
- Assist supervisor with daily tasks in relation to Dividend Processing
- Utilize the ADP system and online resources to research unpaid accounts
- Update Dividend options when required or necessary.
Education
Associates in International Business -
Berkley College
West Paterson, NJPsychology -
Bergen Community College
Paramus, NJSkills
- Handling Highly Confidential Information
- Document Management
- General Administration
- Problem Solving
- Excellent time management, organization, multi-tasking skills
- TECHNICAL SKILLS
- Computer Skills: MS Office Suite: (Word, Excel, PowerPoint, Access, Outlook), Insight, GEP, Navigator, Saleforce
- Trainings & Certifications: Anti-Money Laundering, Cyber Security, Confidentiality
- Office Equipment proficiency: fax machines, photocopiers, Zoom and videoconferencing, Cisco Systems, Avaya phones and general office equipment
Industryexposureexperience
Investment Banking; Mergers and Acquisitions
Timeline
Administrative Assistant III
Bank of America Securities
06.2022 - Current
Senior Client Service Associate (Team Leader)
OPPENHEIMER & CO. INC.
09.2007 - Current
Senior Associate, Portfolio Services
OPPENHEIMER & CO. INC.
09.2000 - 09.2007
Dividends Mutual Funds Associate
OPPENHEIMER & CO. INC.
08.2000 - 09.2000
Associates in International Business -
Berkley College
Psychology -
Bergen Community College
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