Kendra Cameron
Minneapolis,MN
Summary
Motivated support professional with strong verbal, listening, and written skills seeking a challenging position to effectively utilize abilities and experience in ensuring professional client care. Comfortable engaging with all levels of the organization, adept at negotiating and problem-solving quickly, accurately, and efficiently.
Overview
10
10
years of professional experience
Work History
Wealth Management- Securities Operations Specialist - AVP
Wells Fargo
06.2022 - Current
- Supervise and support team with monitoring of securities, cash related production work, and tax reclaims
- Assist in implementation of procedural changes and production improvements
- Guide team in the comprehension of complex legal and tax related documents
- Contribute to addressing and solving compliance related issues
- Provide coaching and training to new and existing staff
- Oversee daily reconciliation processes for all cash related work
- Arrange management level reporting including staff performance, volume tracking, and compliance related records
- Lead all audit related activities
- Effectively communicate and collaborate with numerous internal operations departments and third-party vendors including DTC, GlobeTax, and Acupay
- Perform functional and performance testing on systems while working closely with application developers
- Assist in check vault auditing and reconciliation.
Wealth Management- Senior Securities Operations Representative
Wells Fargo
06.2018 - 06.2022
- Processed all daily payments
- Utilized SEI to post payments and research cash and securities accounting
- Ordered daily reports using a variety of accounting and reporting systems
- Reconciled all house accounts and maintained documentation according to compliance regulations
- Imaged and maintained records for audit purposes
- Processed reversals for rate revisions and DTC adjustments
- Communicated with third party vendors such as Globe Tax and Acupay regarding tax reclaims
- Completed, reviewed, and proofed the fulfillment of legal documents for tax reclaim matters
- Collaborated with internal operations teams regarding cash and securities transactions.
Wealth Management- Securities Operations Representative
Wells Fargo
06.2017 - 06.2018
- Processed daily payments in a timely fashion
- Ordered daily reports, maps, and journals
- Researched and resolved payment discrepancies
- Reconciled CUSIP position differences
- Reconciled suspense accounts
- Accurately read and utilized paying agent statements for a variety of duties
- Resolved inquiries regarding payments, par value discrepancies, and more complex issues
- Imaged and maintained records of asset activity for audit purposes
- Processed monthly and weekly balancing, documentation, and journal entries
- Utilized a variety of systems including SEI, DTC Web, and various paying agent web applications.
Wealth Management - Senior Customer Service Representative
Wells Fargo
03.2015 - 06.2017
- Served as initial point of contact for Wealth Management trust clients
- Researched and resolved client inquiries
- Processed financial transactions while adhering to compliance regulations
- Took directions for securities trades and processed for approval
- Provided training for all new hires and updated training materials
- Delivered online support to trust clients and team members
- Acted as project lead for Commercial Electronic Office Enrollment Team
- Processed requests for ACH and check disbursements
- Took directions for wire payments and completed wire call backs
- Assisted with system and data testing for a variety of systems
- Utilized systems including SEI and Hogan daily.
Skills
- 8 years of financial and trust experience
- 8 years of securities knowledge
- 8 years of Cash, Wire, and ACH experience
- Strong written and verbal communication skills
- Strong ability to organize and multi-task
- Growth Oriented
- Strong Microsoft Office skills
- Customer Service
- Product Knowledge
- Risk Management
- Conflict Resolution
- Team Leadership
- Wealth Management
- Organizational Skills
- Professionalism
- Client Relations
- Microsoft Office
- Excellent Communication
Timeline
Wealth Management- Securities Operations Specialist - AVP
Wells Fargo
06.2022 - Current
Wealth Management- Senior Securities Operations Representative
Wells Fargo
06.2018 - 06.2022
Wealth Management- Securities Operations Representative
Wells Fargo
06.2017 - 06.2018
Wealth Management - Senior Customer Service Representative
Wells Fargo
03.2015 - 06.2017
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