OBJECTIVE

To obtain a challenging position in financial services or legal fields allowing me to utilize my creativity and interpersonal skills.

Strong communication skills and a solid background in research and administration. Detailed, organized, and efficient. Over 10 years of increasing responsibility handling complex and sensitive information requiring significant attention to detail. Proven ability to interact with public and private institutions in effecting compliance with regulations. Available immediately.

EXPERIENCE

Dunwoody Country Club Atlanta, GA

Accounts Payable Administrator May 2015-Present

Processed accounts and incoming payments in compliance with financial policies and procedures

Performed daily financial transactions

Communicated with vendors and prepared payments

Reconciled vendor accounts

Maintained accurate records of historic financial transactions

Prepared tax documents for contract vendors

Herndon Capital Management Atlanta, GA

Operations Analyst July 2015 - September 2015

Communicated with brokers and custodians to ensure trade settlement

Provided daily trade reports to custodians

Compiled daily and weekly reports to traders and principals

Reconciled trade information daily to balance over 40 portfolios and prepared monthly direct client accounting reports

Utilized MOXY, AXYS, Electra and OMGEO for account reconciliation

Wasmer, Schroeder and Co. Naples, FL

Trading Assistant/Research Assistant/Operations Administrator March 2008 - May 2014

Compiled reports based on the latest financial information for credits owned and assigned tasks to research analysts

Communicated with brokers and custodians to ensure trade settlement

Assisted with opening/closing client accounts

Entered trade data into databases in a timely and accurate manner

Provided daily trade reports to custodians

Assisted research analysts with special projects that enabled them to write detailed reports for distribution with within and outside the company

Reconciled trade information daily to balance client accounts

Performed a daily data exchange between multiple programs

Utilized MOXY, ADVENT, OMGEO, and APX systems for trade entry and reconciliation

Serano at Hammock Bay Naples, FL

Assistant Condo Association Manager August 2007 – March 2008

Assisted Manager in all aspects of condo management including preparing quarterly statements and processing payments, coordinating building maintenance, and helping owners

Co-wrote employee manual

Developed Quarterly Newsletter for unit owners

Help-U-Sell Best Choice Realty Marco Island, FL

Real Estate Assistant August 2006 - March 2007

Managed real estate listings on MLS and websites

Coordinated showings

Created advertising and mass mailing publications

Tim H. Sykes, P.A. Marco Island, FL

Real Estate Assistant October 2004 – August 2006

Maintained real estate listings on MLS and four websites

Created and distributed flyers and mass mailing advertisements

Maintained company's and employer's personal financial accounts

EDUCATION AND HONORS

1995-2001 University of Tennessee, Knoxville

Studied English Literature and Political Science

Rho Lambda Greek Honor Society, 1997 Inductee

SKILLS

Organized and efficient; highly skilled in office administration, data organization, proofreading, database management and word processing.

Accurate and detailed

Maintains confidentiality

Independent worker

Works well under pressure

Extensive vocabulary

REFERENCES UPON REQUEST

Contact this candidate