Jo Bradford
Sedalia,CO
Summary
Detail oriented Senior Processing Associate with 11 years experience in Estate Processing.
Strong background with legal documents and client support.
Overview
26
26
years of professional experience
Work History
Monetary Control Processor
CORESTAFF Services for Empower Financial
Greenwood Village, CO
10.2023 - 04.2024
- Worked independently on a Misdirected Money Research project
- Pulled new information weekly from generated reports
- Researched remittance information
- Prepared a report for each division reviewed
- Sent request for emailed report to be submitted to a contact person for outside research and resolution
Family Leave
n/a
Sedalia, CO
07.2019 - 10.2023
Senior Processing Associate
OppenheimerFunds Shareholder Services
Englewood, CO
08.1998 - 09.2019
- Customer Service
- 10 key and data entry
- New account set up, retail and retirement
- Roth conversions
- Excess contribution removals
- Posted purchases into accounts
- Transfers, exchanges, redemptions
- ACH set up on new or existing accounts
- Divorce processing
- Death and Estate processing
- Assisted with training at times
- Required minimum distributions
- Consistently met quality and productivity standards
- Met processing deadlines on a daily basis
Education
Associate of Arts - Fashion Merchandising
Arapahoe Community College
Littleton, COBachelor of Science - Audiology
University of Northern Colorado
Greeley, COSkills
- Problem solving
- Empathy
- Time management
- Strong Customer Service Skills
- Adaptability
- Interpersonal Skills
- Works well independently or with team
- Understands client needs
Affiliations
GED tutor for adults.
Custom
- Wreaths Across America
Custom
- English Mastiffs
References
References available upon request.
Timeline
Monetary Control Processor
CORESTAFF Services for Empower Financial
10.2023 - 04.2024
Family Leave
n/a
07.2019 - 10.2023
Senior Processing Associate
OppenheimerFunds Shareholder Services
08.1998 - 09.2019
Associate of Arts - Fashion Merchandising
Arapahoe Community College
Bachelor of Science - Audiology
University of Northern Colorado
Similar Profiles
Rifilwe Amanda OupaRifilwe Amanda Oupa
Sales Consultant at Empower Financial ServicesSales Consultant at Empower Financial Services
Nomnikelo NgemaNomnikelo Ngema
Sales Consultant at Empower Financial ServicesSales Consultant at Empower Financial Services
Shreyas RShreyas R
Manager Operations at Empower Financial services (April 2016 till date)Manager Operations at Empower Financial services (April 2016 till date)