Sign in

Manager Office

Locust Grove, VA
March 26, 2019

Contact this candidate



*** ************ ****

Locust Grove VA 22508

Cell 610-***-****


To secure a challenging and rewarding position with a dynamic company where I can utilize my skills and experience to help achieve company goals.


Ten plus years working in Financial

Detail oriented, very precise with numbers

Excellent problem solving skills

Dependable and reliable team player

Willingness to excel at whatever task is at hand

Energetic and supportive of team decisions and goals

Work on multiple systems

Excel, Word, Outlook, copier & fax machine


Shareholder Services Specialist III

Trader Associate/Broker Operations 10/07- Present

BNY Mellon, King of Prussia, PA

Assist mutual fund shareholders, broker/dealers and fund companies with inquiries & transactions

Work with high dollar trades

Maintain productivity and quality to ensure customer satisfaction

Assists manager with day to day operations and acts as backup when manager is out of the office

Acts as a mentor / peer coach to new team members. Handle escalated or complex shareholder issues & responds to moderately complex inquiries

Demonstrates advanced understanding of primary duties and the advanced skills required to accomplish them accurately, safely, and more rapidly than others in general

Edits basic reports or correspondence

Regularly provides guidance to and assists in training team members

Demonstrates ability to troubleshoot all equipment/processes & identifies errors or problems and investigates; recommends solutions to team members

Works under limited supervision

Suggests methods and procedures for new work assignments, reviewing with manager for input or approval

Interacts with internal and external people to resolve any issues with trades

Processing Associate/Retirement Rep 11/87-10/04

Vanguard Group, Malvern, PA

Processed all monetary items for institutional clients 401K plans

Bank wires and check deposits

Reviewed for accuracy, completeness and adherence


Leukemia & Lymphoma Society 5K Run

LoziLu Women’s 5K Mud Run for children’s cancer

TLC Rescue/Animal Welfare

ASPCA/Animal Welfare Philadelphia

Pope Visit to Philadelphia


Tahoma Community Outreach, Puyallup, WA


Will provide upon request

Contact this candidate