.Hard working young member of the securities industry looking to enhance my career. Seeking a job where I can continue to learn and can grow my skills in the securities industry. By using experience in Custody Operations processing and settling trades, sending and receiving wires, and creating and maintaining business relationships I think I can be a great addition to a team and help a company grow
Monitored incoming and outgoing foreign payments for receipt or delivery to settle FX trades
Sent and Received USD wires accurately and in a timely manner to settle FX trades
Collaborated with other custodian banks to solve a variety of FX issues
Used many research methods to solve foreign currency and USD reconciliation problems
Trained new members of the team on a variety of different task
Lead testing efforts for the team on a large company wide innovation project
Used understanding of accounting and other financial principles which directly affect Wealth Management & Securities Services business lines and clients
Responsible for operational support and processing for various types of securities, bonds, mutual funds, and other investment types
Collaborated with other custodian banks to solve a variety of securities issues
Ensured requests are completed timely, accurately and in compliance with standard policies and market deadlines
Used many different research methods to solve security reconciliation problems
Performed opening and closing duties, printing sales reports, setting up for incoming shifts, preparing cash drawers and taking inventory.
Developed relationships with customers
Worked with co-workers to maintain efficiency during busy times and during large events.
Communication
Teamwork
Experienced with Microsoft Officetools
Knowledgeable in Financial Models
Customer Service
Quick Learner
Securities Industry Essentials (SIE) - Passed April 2, 2024
Series 7/Series 66 - currently studying