financial associate

Jennifer Parkin

*********@***.***

Authorized to work in the US for any employer

Work Experience

Randstad Staffing for Vanguard Financial July 2021-November 2021 Worked on the financial processing team. We processed check requests out of client accounts; Also updated client accounts by either removing and adding new trustees or agents. This was a Work from home position.

Operations Specialist II Charles Schwab & Co. July 1999 to January 2019

● Deposited checks into customer accounts, executed wire transfers for customers, facilitated moving funds between client accounts using journal or moneylink. Opened new accounts, processed estate paperwork and updated accounts with client information.

● Provided phone customer service by answering questions about procedures, accounts or pending transactions.

● Point of contact for fraud control and prevention: created new accounts when fraud was suspected and moved funds to that new account, followed by ordering new debit cards and checks and closing the compromised account.

Kirksville College for Osteopathic Medicine

● Helped the Physical Therapy and Physician Assistant programs by checking out equipment to the students, making copies of study guides then grading the tests on a scantron.

● I would type up any documents that needed to be typed up. Also, I answered any questions of the students if I could answer it.

● Lastly, I would help the Directors organize the files for the incoming classes and make sure everything that was required for admission was received. Education

Master of Business Administration

Grand Canyon University 1997

Phoenix Arizona

Bachelor’s Degree

University of Arizona 1994

Skills

● Works well in an unsupervised environment and as a team player

● Pays attention to detail

● Well organized

● Quick learner

● Experience Microsoft Office, Outlook, Teams and Data Entry

Contact this candidate