Micheline O. Lipsky
Clearwater,Florida
Summary
To obtain a position with a multinational financial organization for whom my analytical, interpersonal, communication and problem-solving skills will contribute to the company's success and growth, as well as my own professional and personal advancement.
Overview
35
35
years of professional experience
1
1
Certification
Work History
Trading Processing Associate - GEIB
Raymond James Financial Services
03.2025 - Current
- Support the trade processing functions of Equities, Converts and/or Option desk (as applicable)
- Maintain trade order entry systems researching and resolving trade differences and trade processing issues.
- Ensure that correct client information is captured when onboarding new clients.
- Contact internal and external customer to ensure trades are settled correctly and on time.
- Research trade issues offering suggestions and corrective action.
- Manage high-volume tasks efficiently, prioritizing workloads for optimal time management.
Clearance Specialist
Raymond James Financial
10.2022 - 03.2025
- Work closely with management on responsibilities that require the use of Series 99 certification performing highly complex departmental functions regarding workflow, regulatory reporting, and audit support. Assist with the researching and report of reserve calculation balances and exceptions including variances which may affect the reserve deposit amount. Work with management team to streamline processing procedures and improve workflow allowing daily task to be performed more efficient. Notify various associates within Clearance of out of balances in firm general ledger accounts. Trained colleagues on my current processes. Created and updated multiple departmental procedures for IKnow. Participate in annual Disaster Recovery Exercise. Created multiple Team Building exercises. Process adhoc requests from Purchase & Sales (P&S) as well as Stock Loan. Monitor collateral held at OCC for Margin requirement and act when needed.
SR Quality Assurance Specialist
Raymond James Financial
05.2019 - 10.2022
- Work closely with team members to identify opportunities for improving efficiencies related to improving operational compliance, providing guidance or training to other associates for assigned area of focus. Assist with special projects for retail loans. Work with Supervisor to develop reporting methods that identify errors. Extensive contact with internal customers and external contacts to identify, research, and resolve problems.
Fee Base Senior Associate
Raymond James Financial
06.2007 - 05.2019
- Perform a variety of operational procedures within the department, including new fee-based agreement processing, system reconciliation, accounts distributions and terminations. Answer calls and questions regarding fee-based accounts. Research and provide resolution on advanced and more complex business issues. Serve as a backup in cross-functional responsibilities during absences. Assist in special projects. Prepare letters, memos, and various documents. Monitor incoming mail and documents. Provide training to other team members.
- Top of Form
Bilingual Assistant
Dixie Hollins High School
11.2015 - 01.2017
- Provided instructional support to teacher as well as translation to non-English speaking students in all academic areas. Instructed students in English; implemented goals and objectives established by certified teacher and worked directly with children.
National Sales Client Services Manager/Sales Support
Valpak
01.2014 - 06.2015
- Responsible for managing all aspects of media programs. Acted as primary interface to all operating departments on behalf of the National Sales Team and clients. Utilized computerized programs to generate custom reports. Subject Matter Expert on mailing geography, reviewed and processed artwork, and expedited necessary changes. Coordinated and facilitated all aspects of Valpak, Solo and Digital programs, including presale and post-sale processes. Participated in Continuous Process Improvement.
Customer Service Representative
Valpak
02.2011 - 02.2014
- Responsible for responding to customer inquiries regarding sales order (Ad and Mailing), including communicating business rules, product information and system processing steps as they relate to submission of these orders. Acted as the primary interface to all operating departments on behalf of the Franchisee, relative to sales order processing and management.
Business owner
Gift Connection
10.2009 - 07.2011
- Company Overview: Store at a shopping mall in Brazil
- Responsible for the administrative part of the business including delegating responsibilities, hiring staff, pay roll, training, purchasing, inventory, Invoice payments, etc.
Franchise Application Specialist
Valpak
04.2007 - 05.2009
- Responsible for providing on-site and remote operations management and administrative support and training to the franchise network, to assist franchises to develop, implement and monitor operational strategies around best practices. Traveled to franchise offices to conduct training, focusing on operational development; documented custom franchise operations training programs, interacted, and supported CTM departments.
Senior Customer Service Representative
Valpak
01.2007 - 04.2007
- Responsible for providing a high level of customer service to the franchise network. Information specialist to the franchise office and internal departments. Primary interface to all operating departments on behalf of the franchisee. Served as a team leader and provided support to the team through example, guidance and coaching. Provided support to the Customer Service Management group.
Customer Service Representative
Valpak
03.2004 - 12.2006
- Responsible for responding to customer inquiries regarding sales order (Ad and Mailing), including communicating business rules, product information and system processing steps as they relate to submission of these orders. Primary interface to all operating departments on behalf of the Franchisee, relative to sales order processing and management.
Material Management Clerk
Valpak
01.2000 - 03.2004
- Responsible for scheduling and receiving paper and envelope trucks, responsible for routine clerical and inventory control duties in support of the day-to-day operations of the receiving warehouse and stock. Coordinated and communicated verbally and in writing with all levels of employees and management of other departments. Resolved material errors coordinating with accounting and purchasing.
Lawyer
Lawyers Organization of Brazil (OAB)
01.1996 - 01.1998
- Handled personal cases involving family, civil and labor law. Scheduled educational conferences presented by Judges and Prosecutors to provide information/understanding of new laws to students and new lawyers.
Assistant Lawyer
Lawyers Organization of Brazil (OAB)
01.1992 - 01.1996
- Followed the cases, booking appointments and having the Court procedures ready for the lawyers to sign before going to Court. Assisted in Courtroom.
Customer Service
Microlabo Technology Ltd.
02.1990 - 06.1992
- Responsible for answering customer’s phone calls, providing hardware and software information, as well as selling computer hardware and maintaining stock. Contracted with companies for computer maintenance.
Education
Bachelor’s degree - Law
University of Paraiba / UNIPE
Brazil01.1996
Skills
- Strong interpersonal communication skills with all levels of management and employees
- Experienced in "teamwork" environment; able to provide leadership, direction and participation
- Ability to effectively analyze a situation and promptly reach a positive solution
- Detail oriented, resourceful problem solver with strong organizational abilities
- Proficient on Microsoft Word, Excel, Power Point, DTCC, Intellimatch, Broadridge, FIS Smart Loan, Service Now, Signature Domestic and Advisor Access
- Trained in AML-related regulations
- Speak English, Spanish and Portuguese fluently
- Series 99 certified
Accomplishments
- Resolved product issue through consumer testing.
- Used Microsoft Excel to develop areas of improvement and identify specific training areas of associates daily responsibilities.
- Achieved large amount of money and labor time by introducing outside of the box ideas for a more efficient order submission process delivering satisfaction and exceeding customer expectations.
Certification
- Licensed - Series 99
Languages
English
Portuguese
Spanish
Timeline
Trading Processing Associate - GEIB
Raymond James Financial Services
03.2025 - Current
Clearance Specialist
Raymond James Financial
10.2022 - 03.2025
SR Quality Assurance Specialist
Raymond James Financial
05.2019 - 10.2022
Bilingual Assistant
Dixie Hollins High School
11.2015 - 01.2017
National Sales Client Services Manager/Sales Support
Valpak
01.2014 - 06.2015
Customer Service Representative
Valpak
02.2011 - 02.2014
Business owner
Gift Connection
10.2009 - 07.2011
Fee Base Senior Associate
Raymond James Financial
06.2007 - 05.2019
Franchise Application Specialist
Valpak
04.2007 - 05.2009
Senior Customer Service Representative
Valpak
01.2007 - 04.2007
Customer Service Representative
Valpak
03.2004 - 12.2006
Material Management Clerk
Valpak
01.2000 - 03.2004
Lawyer
Lawyers Organization of Brazil (OAB)
01.1996 - 01.1998
Assistant Lawyer
Lawyers Organization of Brazil (OAB)
01.1992 - 01.1996
Customer Service
Microlabo Technology Ltd.
02.1990 - 06.1992
Bachelor’s degree - Law
University of Paraiba / UNIPE
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