Naikyra Dornford
Syracuse,NY
Summary
Seasoned Account Specialist bringing 3+ years of related experience along with strong familiarity with financial matters and operating procedures. Successful at receiving, entering and routing data, data verification, account updates, problem solving, and maintaining smooth operations. Superior work ethic, quick learner, dependable, focused, and motivated to deliver consistent, prompt and courteous service. Extremely open to learning new things, exploring a new field and/or expanding my financial knowledge. Willing to relocate or work remote/hybrid.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Accounts Specialist
Cadaret Grant-Atria Wealth Solutions
Syracuse, NY
08.2022 - Current
- Conducted daily transfers and settlements of securities transactions.
- Generated reports for management review on a regular basis.
- Reviewed customer information for accuracy prior to processing transactions.
- Provided timely responses to inquiries from internal staff, external customers, and other financial institutions regarding account status or other issues.
- Researched and resolved any errors that occurred during the transfer process.
- Interfaced with various departments within the organization to facilitate successful completion of security transfers.
- Updated client profiles in the system when necessary to ensure accurate record keeping.
- Verified receipt of proper documentation before completing a transaction.
- Processed all incoming and outgoing funds from customers' accounts in accordance with established procedures.
- Ensured compliance with internal policies related to security transfers.
- Assisted clients with the resolution of discrepancies related to their account activity.
- Reconciled complex transactions between multiple parties involved in a security transfer process.
Contact Tracer/Case Investigator
Staffing Solutions Organization LLC (SSO)
Syracuse, NY
02.2021 - 02.2022
- Assessed the risk of transmission by determining the type of contact, duration, and frequency of contact between index cases and their contacts.
- Provided guidance to contacts on when and how to quarantine or self-isolate in order to prevent further spread of infection.
- Conducted telephone interviews with individuals who tested positive for COVID-19 and collected information about their close contacts.
- Recorded data from case investigations into a secure database system.
- Collaborated with local health departments and community organizations to promote awareness of contact tracing efforts.
- Identified appropriate resources for individuals who have been exposed or infected with COVID-19.
- Maintained up-to-date knowledge of state and federal regulations related to contact tracing activities.
Education
Some College (No Degree) -
SUNY At Albany
Albany, NYSkills
- Cash/Asset handling
- Retail Sales
- Administrative/Clerical
- Creative Design
- Transcription
- Typing
- Microsoft Word
- Microsoft Powerpoint
- Microsoft Excel
- Delivery Driver Experience
- Data Entry
- Adobe Photoshop
- Proofreading
- AWS
- Scripting
- Cold calling
- Zendesk
- Wealth management
- Order Processing
- Financial Portfolio Management
- Data Management
- Deadline-oriented
- Transaction Processing
Certification
Office Technology, 02/01/20, Certified in Microsoft programs, Google programs, Transcription, Data Entry, & many other Administrative Skills.
Assessments
- Data entry: Attention to detail, Proficient, 06/01/22, Maintaining data integrity by detecting errors
- Typing, Proficient, 06/01/22, Transcribing text
Timeline
Accounts Specialist
Cadaret Grant-Atria Wealth Solutions
08.2022 - Current
Contact Tracer/Case Investigator
Staffing Solutions Organization LLC (SSO)
02.2021 - 02.2022
Some College (No Degree) -
SUNY At Albany
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