Let me introduce myself: I am a reliable and hard working individual who possesses the skills and experience to function efficiently independently as well as in a team. Also, I am seeking and enjoy opportuunities to be challenged, learn new skills, and knowledge in general. I am a highly versatile, driven and effective Financial Services / Investment firm Operations professional with strong math and analytical skills, exceptional time management abilities and excellent interpersonal and communication skills. Along with the aforementioned, I have developed excellent detail orientation and multi-tasking abilities and a “can-do” attitude. I am ready and able to hit the ground running. I am searching for an Operational / Administrative position within a small to medium sized Financial Services / Investment firm here in San Francisco. I am looking for more than just a job, I am looking for employment that provides challenge to my skills, experience and my potential along with opportunity. Along with this, there must be work to life balance, as this will be long-term employment. I am available currently and would appreciate the opportunity to meet with you to discuss your needs, and how my background and expereince can work together for a “win-win” employment situation. Also, I am open and available for temporary situations. I invite your response. How can I help you?
PROFESSIONAL SUMMARY
More than eight years of financial services and administrative experience in a variety of disciplines. Adept in financial services / investment operations procedures, cashiering, data – trade entry, new account set-up and follow-up procedures, transaction processing and accounting (AP, AR). Dedicated and focused multi-tasker with meticulous attention to detail. A team player who can easily “shift gears” when necessary to deal well and effectively with constantly changing priorities. Conversational level Spanish. A quick learner who readily accepts challenges and solves problems quickly and effectively. Demonstrated record of success in:
Transaction Processing Record Keeping Client Consultations Internet Research
MS Word, PC Format Accounting, A-P, A-R Data Entry Reception
CAREER PROGRESSION
Advanced Employment Services, Manpower Personnel Services, San Francisco, CA 09/06 – Present
Clerical / Administrative Specialist
· Various temporary clerical / administrative assignments through these general staffing services.
Self-Employment, San Francisco, CA 2001 – Present
· Non-Financial related
Elder Caregiver, Family, Los Angeles, CA 1999 – 2001
· Primary caregiver to critically ill mother requiring 24 – 7 care duties.
Bear Stearns & Co., San Francisco, CA 1998 – 1998
Wire Operator
· Accurately transmitted and verified securities trades consisting of stocks, bonds, options and mutual funds.
· Obtained and provided securities quotes, spreads, and daily prices using propriety computer program.
· Cut trade breaks through meticulous attention to detail, careful research and resolution.
· Created and maintained improved trade filing system facilitating research and retrieval of processed trades.
· Advised financial advisors/brokers of executed trades, both wired and telephone processed.
Brokerage Consultants of California, San Francisco, CA 1995 – 1998
Financial Services Consultant
· Various temporary operational / administrative positions in the investment industry thru this specialized staffing service.
· Accurately entered an updated confidential financial and client data into various databases.
· Prepared and distributed correspondence and financial reports.
Wedbush Morgan Securities, San Francisco, CA 1993 – 1994
Wire Operator / Cashier
· Accurately transmitted all securities purchases and sales consisting of stocks, bonds, mutual funds and options.
· Prepared and processed daily, weekly, and monthly cashiering and financial reports.
· Processed and logged in client payments for all securities purchases and provided confirmations / receipts.
· Reorganized the cashier cage increasing efficiency, order and production.
Corporate Vision Personnel Services, San Francisco, CA 1991 – 1992
Financial Services Consultant
· Various temp operational / admin positions in the financial services industry through this specialized staffing service.
Prudential Bache Securities, San Francisco, CA 1990 – 1991 Branch Cashier
· Processed all client payments for securities purchases with meticulous detail orientation to ensure error free results.
EDUCATION
Word Processing Certificate, Heald College, San Francisco, CA
General Education Courses, Santa Monica College, Santa Monica, CA
- it's ok to contact this poster if you are a potential employer or other principal
- Principals only. Recruiters, please don't contact this job seeker.
- it's NOT ok to contact this poster with services or other commercial interests
