Summary
Overview
Work History
Education
Skills
Ability Summary
Timeline
Generic

Patricia Malone

Houston,TX

Summary

Detail-oriented and analytical professional with a strong foundation in financial operations and client service seeking an Operations Associate role in investment services. Eager to contribute to efficient trade processing, data integrity, and back-office operations while supporting compliance and delivering high-quality service in a fast-paced financial environment.

Overview

14
14
years of professional experience

Work History

Operations Associate, Investment Services

Ascensus
03.2024 - 06.2025
  • Operations Associate - Investment Services Financial Services | 401(k) & Retirement Plans
  • Process company payroll submissions and allocate 401(k) contributions with a high degree of accuracy and timeliness.
  • Monitor and reconcile participant transaction records, ensuring compliance with plan rules and regulatory standards (e.g., ERISA, IRS guidelines).
  • Coordinate with plan sponsors and internal teams to resolve discrepancies and provide proactive support.
  • Validate data integrity through quality control checks and ensure proper application of contributions across investment fund.
  • Support daily operations, including transaction processing, account maintenance, and exception handling.
  • Contribute to process improvement initiatives and workflow optimization to enhance operational efficiency and client satisfaction.
  • Maintain confidentiality and safeguard sensitive participant and payroll information in line with industry best practices.

Apartment Locator

Core One Real Estate
02.2023 - 12.2023
  • Created a customer database to track client preferences and successfully matched them with the right apartments.
  • Maintained accurate records of client interactions including all information regarding appointments, tours and leases.
  • Provided detailed guidance on the application process and answered questions about housing policies or procedures.
  • Educated clients about rental laws and regulations, ensuring compliance throughout the leasing process.
  • Developed customized tours of selected properties, ensuring a comprehensive overview of potential living spaces for clients.
  • Streamlined the apartment search process for clients by maintaining an up-to-date database of available properties.

Document Operations Specialist

Shift Operations, LLC
10.2021 - 08.2022
  • Oversaw day-to-day operations, delegating tasks appropriately to ensure smooth workflow and timely completion of projects.
  • Communicated with customers to resolve common title issues.
  • Prepared tax and title documents to submit legal transfer work to DMV.
  • Collected, arranged, and input information into database system.
  • Verified and analyzed free-and-clear title issues, odometer readings, and VIN numbers to finalize sales deals.
  • Successfully managed multiple projects simultaneously while adhering to deadlines and budget constraints.
  • Calculated and remitted state sales tax, service, and other charges.

Staff Accountant

Northwest Dodge
04.2011 - 03.2021
  • Data Entry, Bank Reconciliation, Deposits, Payables and Receivables, Schedules, Title Clerk
  • Maintained general ledger accuracy through regular account reconciliations, journal entry adjustments, and transaction reviews.
  • Monitored accounts receivable, accounts payable and other account balances to track transactions, avoid discrepancies and maintain accuracy.
  • Prepared and processed journal entries to record in general ledger and maintain consistent documentation.
  • Executed financial reporting, managing prepaid accounts, schedules, reconciliations, event settlements, and month-end accruals.
  • Assisted comptroller with year-end financial audits.
  • Participated in internal and external audit processes to establish accurate financial records and comply with Generally Accepted Accounting Principles and regulatory requirements.
  • Managed accounts payable processing, ensuring timely payments to vendors while maximizing cash flow management strategies.

Education

High School Diploma -

Stephen F Austin High School
Houston, TX
05.2000

Medical Assistant -

National Institute of Technology
Houston, TX

Skills

  • Interpersonal and written communication
  • Customer service
  • Team support
  • Operational efficiency
  • Administrative support
  • Documentation and recordkeeping
  • Excel spreadsheets
  • Business correspondence writing
  • Administrative background

Ability Summary

  • Experienced Operations Associate with a strong background in investment services, specializing in payroll processing and 401(k) contribution management.
  • Demonstrated accuracy and efficiency in handling high-volume financial transactions and retirement plan operations.
  • Knowledgeable in compliance requirements, data reconciliation, and industry-standard platforms for payroll and retirement services.
  • Skilled in analyzing discrepancies, ensuring timely processing, and resolving client and internal inquiries with professionalism.
  • Proven ability to work under pressure while maintaining attention to detail in deadline-driven environments.
  • Effective communicator and team player with a commitment to process improvement and operational excellence.

Timeline

Operations Associate, Investment Services

Ascensus
03.2024 - 06.2025

Apartment Locator

Core One Real Estate
02.2023 - 12.2023

Document Operations Specialist

Shift Operations, LLC
10.2021 - 08.2022

Staff Accountant

Northwest Dodge
04.2011 - 03.2021

High School Diploma -

Stephen F Austin High School

Medical Assistant -

National Institute of Technology

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