Robin McKinley
Lawrenceburg,IN
Summary
Detail-oriented professional with broad experience in reconciliation, tax preparation, and financial recordkeeping. Known for strong Excel skills, problem solving, and careful handling of client accounts, with a focus on accurate processing and dependable team support.
Overview
2
2
years of post-secondary education
29
29
years of professional experience
Work History
Sr. Financial Services Associate
Fidelity Investments
Covington , Ky
01.1998 - 10.2026
- Reviewed transactions for compliance with firm policies and regulations.
- Analyzed customer requirements and recommended efficient investment products.
- Executed trades and transactions with attention to market timing and client directives.
- Analyzed client portfolios for potential risk exposure.
- Monitored financial transactions and recommended ways to increase productivity.
- Processed loan applications and financial transactions following company procedures.
- Processed account maintenance requests using Fidelity internal systems.
- Reviewed and updated client financial records.
- Ensured accurate and up-to-date maintenance of account records.
- Coordinated with operations teams to complete account servicing tasks.
- Coordinated with other departments within the firm to provide quality customer service.
- Liaised with auditors to ensure appropriate monitoring of company finances is maintained.
- Reconciled bank statements and prepared payroll and entered information into an online system.
- Researched discrepancies in account balances or transactions.
- Coded data for input to financial systems according to the company's procedures.
- Established strong and positive working relationships within the organization to contribute to team success.
- Engaged in ongoing training and education to acquire knowledge of financial products and services in changing economic conditions.
Education
Associate of Science - Health Information Technician
Rasmussen University
Ocala, FL 10.2014 - 10.2016
Bachelor of Science - Business Administration
Marian University
3200 Cold Springs RD, Indianapolis, IN 4703205-1986
Skills
- Trade execution
- Compliance review
- Account servicing
- Financial accounting
- Financial systems
- Account reconciliation
- Cash reconciliation
- Tax compliance
- Audit control procedures
- Financial functions
- Microsoft Excel expertise
- Risk management
- Check request processing
Timeline
Associate of Science - Health Information Technician
Rasmussen University
10.2014 - 10.2016
Sr. Financial Services Associate
Fidelity Investments
01.1998 - 10.2026
Bachelor of Science - Business Administration
Marian University