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Administrative Assistant-Investments

Location:
Hyde Park, Massachusetts, 02136, United States
Salary:
$44,000.00
Posted:
March 04, 2018

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Hyde Park Avenue

Hyde Park, MA *****

ac4o1h@r.postjobfree.com

617-***-****

Janet M. Rouse

Administrative Assistant-Investments

Personable, engaging and trusted Administrative Assistant Investments with over two decades of experience supporting the efforts of securities brokers. A conscientious self-starter with proven ability to handle the full range of market-related tasks and transactions.

Trusted team player that works comfortably and successfully with minimum direction.

Expertise and Value Offered

Retail and Institutional Markets

Client Relations

Custodial Operations

Securities Transfers

ACH Transactions

Back Office Operations

Thompson One

Bloomberg

Excel, Word, Outlook

Calendar Management

Informax, Smart station

Reuters

Career Highlights

Moors & Cabot Inc., Boston MA

2000 to 2010

Administrative Assistant-Investments

Provide daily support to a team of 6 financial advisors.

Entrusted with client interactions during all stages of the financial relationship.

Record and document security transactions, such as purchases, sales, conversions.

Prepare reports summarizing daily transactions and earnings for individual customer accounts.

Frequently selected to handle research projects and Excel reporting.

Single point of contact responsible for handling client inquiries and requests.

Established and maintained records of all incoming and outgoing correspondence.

Opened new accounts, prepared correspondence, and ensured the highest level of client support.

Maintained close relationship with clients in order to know market trends.

Answered questions on investments and provided accurate information to clients.

Assisted in market research and drafting research and reports.

Prepare forms, such as receipts, withdrawal orders, transmittal papers, and transfers.

Confirmations, based on transaction requests from stockholders.

Compute total holdings, dividends, interest, transfers taxes, brokerage fees.

Commissions and allocate appropriate payments to customers.

Extensive experience in retail and institutional broker operations.

A depth of knowledge of industry rules and regulations.

The ability to deliver results when faced with changing priorities.

Prudential Securities Inc., Boston MA

1998 to 1999

Executive Administrative -Investments

Provided operational and administrative support to 5 retail brokers.

Single point of contact responsible for handling client inquiries and requests.

Established and maintained records of all incoming and outgoing correspondence.

Opened new accounts, prepared correspondence, and ensured the highest level of client support.

Additional Professional Experience

Stratfield Investment Management, Boston, MA

Portfolio Assistant

Fahnestock & Company, Boston, MA

Administrative Assistant-Investmnets

A.G. Edwards & Sons, Boston, MA

Administrative Assistant-Investments

Alex Brown & Sons, Boston, MA

Administrative Assistant-Investments

Fire Solutions Anti- Money Laundering CE 2003

I am honest/trustworthy, Dependable, Punctual, Intelligent, Positive, Reliable, Likeable, Problem-solver, team player, quick learner.

Hard worker, Organized, Flexible, like a challenge, Have a great personality.

Have a strong attention to detail.

My time management skills are excellent, loyal to my work, punctual.



Contact this candidate