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Administrative/Operations Support Specialist

Location:
Issaquah, WA
Salary:
Negotiable
Posted:
October 06, 2011

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Resume:

Scott Montgomery

*** *** *** **, ********, Washington 98027

206-***-**** jpu01r@r.postjobfree.com

Objective

A challenging, career-oriented position in professional business focusing on client services and specializing in operations support. Opportunity to apply my education and professional experience in understanding and solving technical business situations while using strong mathematical, fundamental and technological skills. Willing to travel.

Summary

Using 5+ years of professional operations and financial experience to continue to learn and work in the professional business world. Acute understanding of business, financial mathematics, reporting & documentation, direct maintenance of client accounts and their financial health. Proficient in business communications and technology, advanced mathematics and a variety of computer applications. Strong verbal communication skills used while speaking directly with clients as well as with colleagues.

Education

Bachelor of Science in Business Administration (BSBA) Awarded June 2005

Specialization in Finance

Central Washington University Ellensburg, Washington

Successfully completed a BSBA in Business Finance. Relevant coursework in financial mathematics, investments, economics, management, marketing, financial management, information technology and statistics. Application of Excel, Word, Access, PowerPoint and extensive use of the Internet in fulfillment of all coursework.

Associate of Arts Degree (AA) Awarded in 2003

Bellevue Community College Bellevue, Washington

Employment

Retail Sales Associate

October 2010 – September 2011

REI, Inc. Issaquah, Washington

Originally trained as a part-time Cashier and trained on the Front Line along with the Customer Service Associates. Became knowledgeable and proficient with all of the products in the Issaquah store, as well as with the products that are available for customers to purchase online. After five months of working as a Cashier, I applied and was trained to work on the sales floor in the Camp/Climb department. Excelled while working with customers, as well as with other REI team members, helping them to find all of the appropriate gear for their outdoor adventure needs, emergency needs and athletic pursuits.

Business Associate September 2009 – December 2009

Seattle Tech Experts, llc Seattle, Washington

Worked with the owner of the company on a part-time basis in the field of computer services. Helped him maintain strong business relationships with his preexisting clients while working to build new relationships with prospective clients both in the residential as well as small business arena. Learned about different computer operating systems, data recovery, networks, virus scanning and removal.

General Contractors Associate

October 2008 – August 2009

McVeigh Builders Seattle, Washington

Projects included additions to three local homes, the building of a five car garage from inception to completion and the expansion of a very popular Puerto Rican restaurant, La Isla Seattle, in Ballard. Responsibilities included the complete understanding of blueprints and the ability to decipher the exact requirements of construction, helping to reduce the costs of construction through general knowledge of building materials & labor hours, direct communication with the GC and other team members to ensure that projects were handled properly and within the correct time frames.

Skills utilized included landscaping, forms & foundations, concrete paving, framing, sheeting & roofing, siding, drywall, interior & exterior painting, finishing and decking.

Client Service Associate

March 2007 – October 2008

Witthuhn Investment Group Kirkland, Washington

Provided support for the investment office of David Witthuhn. Assisted in all functions of office administration including client phone conversations, accounting, reporting & documentation, investment analysis & support, client file organization, cashiering and client IRA and non-IRA account maintenance. Designed Excel spreadsheets to monitor and account for the business flow of the office as well as the accounting of client checks and stock certificates for deposit into their brokerage accounts.

Worked directly with every department within the Pacific West Financial Group to ensure the maintenance and management of Mr. Witthuhns client accounts. Proficient in transforming personal client information from data into reports and working documents for Mr. Witthuhn. Advocated paperless daily transactions through computer systems within a range the office could meet. Completed technical financial and securities analysis at the request of Mr. Witthuhn. Assisted in all client meetings to ensure correct documentation and account opening procedures.

Pacific West Securities / Pacific West Financial Group June 2005 – February 2007

Financial Analyst

August 2006 – February 2007

Pacific West Securities Renton, Washington

Worked as an analyst for the home office of a Broker / Dealer providing sound financial analysis of various types of investment properties for their clients. The analysis included a vast understanding of Private Placement Memorandums and Prospectuses to bring down all of the information provided to create investment spreadsheets that we would provide as a reference for our Registered Representatives.

As an analyst, I looked at the overall financial health and performance of sponsored properties which are purchased into private REITs, as well as properties purchased for accredited investors. Excellence in the understanding of financial documents and a strong understanding of real estate investment properties utilized by Registered Reps for diversification within their client accounts.

Operations Cashier

June 2005 – August 2006

Pacific West Securities Renton, Washington

Proficient in all aspects of Operational account maintenance utilizing two separate clearing firm platforms within which client brokerage accounts were held. Promoted into the role of Operations Cashier from the position I was originally hired within two months of employment.

Worked directly with every platform in the Operations department including the traders, account opening, closing and transfer agents as well as with account maintenance personnel. Executed client requests in the movement of their funds into and out of their retirement and non-retirement accounts using a variety of methods which included checks, ACH communications with banks and Federal Fund wires. Personally coded all clearing firm checks and stock certificates into client accounts and assisted in the management of the securities in all accounts on a daily basis.

References Available Upon Request



Contact this candidate