Data Entry Administrative
Resume:
Alicia G. Carulla
#*-**** ** ***. **, Calgary, AB T2T 2G3
Mobile 587-***-****/ Email: *********@****.**
Objective: Looking for an administrative / data entry position where extensive experience will be further developed and utilized.
Key Competencies:
Strong organizational skills and detail well oriented
Ability to manage and complete multiple responsibilities simultaneously
Ability to communicate effectively both orally and in writing
Ability to work accurately and maintain deadlines
Working knowledge of PC Applications- (Excel, Word, and Outlook).
Data entry keystroke 10,000 – 12,000 alpha numeric
Team player, trustworthy individual with strong business ethics and integrity
Work Experiences:
Mutual Fund Document Administrator September 2011 – Sept. 2017
Portfolio Strategies Corporation
1850-14th Street SW
Calgary, Alberta T2T 3S9
Processed letter of direction for purchase orders, redemption, and switches entering on WinFund Server
Set-up client and create KYC accounts
Checking and scanning all purchase orders, redemption, and switches
Faxing RESP redemption and other trades to the fund company
Follow-up trades settlement date
Follow-up rejected funds to the fund company
Reply and acknowledge email requests from the Advisor
Senior Specialist Mutual Fund- Operation Clerk September 2006 - June 2011
Primerica Financial Services
Mississauga, Ontario
Entering purchase orders on RPM System
Set-up client accounts for financial and non-financial orders
Reviewed all purchase orders for accuracy and completeness
Responsible for preparing daily production report
Other duties assigned by the team leader
Education and Training:
Basic computer course (MS Word, Excel)
Dufferin Peel Learning Center, Mississauga Ontario
Bachelor of Science in Business Administration
Major- Accounting
National College of Business and Arts, Manila, Philippines
Award: 2008/2009/2010/2011 Received Above & Beyond Reporting Form (Primerica)
References available upon request
Contact this candidate