Richard Anderson
St. Petersburg,FL
Summary
Highly-motivated employee with strong work ethic, adaptability, and excellent communication and customer service skills in addition to having the ability to multitask with time management abilities in a work from home environment and adept at working effectively unsupervised and quickly mastering new skills.
Overview
26
26
years of professional experience
Work History
Financial Services Account Associate Specialist
FIS
St. Petersburg, FL
09.1998 - Current
- Have a firm knowledge of Fund SERV and networking functionality relating to the Depository Trust & Clearing Corporation (DTCC) and mutual funds.
- Review and research various daily trade reports, taking necessary action to ensure appropriate records are generated to the firms in a timely manner.
- Work with the supervisor and management on escalated issues to determine the cause and resolution.
- Problem-solving and analytical skills in determining the cause and resolution of issues.
- Maintain a positive working relationship with peers and management.
- Generate reports for firms consisting of a variety of account data for auditing purposes.
- Writing and updating policies and procedures relating to various functions and processes within the department.
- Retrieve and interpret raw data from reports when engaging in extensive research.
- Effectively communicate with peers and management via Microsoft Teams and email.
- Receive and manually process various high-dollar trades.
Education
Certificate in Funeral Arts
St. Petersburg College
St. Petersburg, FL07-2021
Associate of Arts - Business Management
St. Petersburg College
St. Petersburg, FL12-2010
High School Diploma -
Palmetto High School
Palmetto, FL06-1993
Skills
- Analytical Thinking
- Data Entry
- Computer Skills
- Telephone Etiquette
- Critical Thinking
- Flexible and Adaptable
- Research
- Problem Solving
- MS Office
- Organization and Time Management
- Multitasking
- Excellent verbal and written communication skills
- Work from home
- Detail-oriented
Affiliations
- Active in my church, serving as Vice-Chairman of Deacons, Sunday School Superintendent, Sunday School Teacher. Also teaches Biblical curriculum on the district level and serve as Recording Secretary for the District Association that my church is a member of comprising of large number of churches.
Timeline
Financial Services Account Associate Specialist
FIS
09.1998 - Current
Certificate in Funeral Arts
St. Petersburg College
Associate of Arts - Business Management
St. Petersburg College
High School Diploma -
Palmetto High School
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