Set up new accounts and handled incoming contributions and account requests.
Support regulatory audits and compliance reviews by gathering documentation and validating account records.
Partner with advisors, custodians, and internal stakeholders to facilitate account transfers and service requests.
Track daily workloads and prioritized requests to meet service level deadlines.
Mutual Funds Investment Processor
Randstad Contracted by Capital Group
San Antonio, TX
11.2022 - 03.2024
Processed asset movement transactions such as transfers, contributions, distributions, and account funding requests.
Maintained detailed records and updated customer information across multiple systems.
Collaborated with cross-functional teams to improve workflows and enhance the overall client experience.
Researched and resolved account discrepancies, documentation issues, and processing exceptions.
Service Operations Coordinator
Maggiano’s Little Italy
San Antonio, TX
08.2022 - 12.2022
Monitored supply orders, optimizing procurement timelines and maintaining inventory levels.
Implemented training programs for new staff, enhancing team performance and service quality.
Acted as a point of contact for internal and external communications, handling inquiries, resolving issues, and supporting cross-functional teams.
Oversaw staff scheduling for front-of-house and kitchen teams, monitored attendance, while maintaining proper staffing levels and adherence to labor regulations.
Education
Bachelor of Science - Biochemistry
The University of Texas At San Antonio
San Antonio, TX
05-2022
Certification
Retirement Plan Fundamentals, ASPPA - Obtained May 2025