Customer Service M A
Resume:
Evelyn Sheehan
Scarborough, Ontario
*********@*****.***
https://www.linkedin.com/in/EvelynSheehan
BANK EMPLOYEE
I’m a hardworking former Bank Employee with extensive knowledge in the securities industry and all aspects of banking operations. Skilled in Settlements, Reconciliation, Pricing, Setting up of company profiles for trading and Mutual Funds. Motivated and hardworking and the accuracy to deliver a fast customer service offering:
-Strong interpersonal oral and communication skills
-Ability to work under pressure
-Fast learner and fast worker
-Accurate, Reliable and Honest
-Excellent computer skills
-Skilled in Bloomberg, CDSX, DTC, ISM, SEI, FundServ, Excel and Microsoft Office and Word, Baycom 1&4, Mpower, Mvest, Broadridge
-Skilled in payment platform systems like Stripe, Quickbooks and Moneris CORE COMPETENCIES
-Teamwork
-Responsibility
-Communication
-Integrity
-Decision Making
-Problem Solving
EDUCATION
George Brown College, Continuing Education
Toronto, Ontario
-International Banking and Finance
-International Marketing
-Fundamentals in Investing
University of the East
Manila Philippines
-Bachelor’s Degree in Banking and Finance
-Junior Secretarial Course
WORK EXPERIENCE
March 2023 to June 2024
Trade Services Administrator
Aviso
-Take calls regarding trade errors for adjustments
- Investigate the issue and issue a ticket# to the customer
- Submit the ticket for investigation and adjustments
-Coordinated with all mutual fund companies in Canada September 16 to October 7, 2022-Accounts Payable/CSR AllianceOne
-Take calls from customers and assist them on looking for their payments
-Investigate when the bill was submitted and
Issue paper checks to customers who haven’t received their payments
-Update personal information of customers on the database Security Master&Pricing/Operations Officer
Toronto Dominion Bank
2006-2020
-Created profiles for new securities based on Bloomberg or CDSX information to prepare them for trading
-Input trades for same day settlement
-In charge of pricing of securities
-Create spreadsheet for securities thar are not priced and obtain pricing from the company website or other external sources
-Manually populate dividends when the feed is broken for stocks and mutual funds
-Posted GIC rates on the web
-Created GIC transactions bought for the day
-Maintained securities by executing bulletins like name change, cusip change, delisting of stocks, setting up new listings, stock split or extension of maturities for bonds
-Do research for company history on Bloomberg
-Executed mutual fund bulletins for name changes, fund changes and termination of funds
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Portfolio Administrator
Toronto Dominion Bank
2005-2006
-Oversea and managed clients accounts
-Administered TD Asset Management and TD Greenline accounts
-Coordinated with brokers when there’s discrepancy on the settlement instructions
-Input trades and coordinated with settlements for trade instructions Vault/Ledger Reconciliations Officer
Toronto Dominion Bank
2003-2005
-Balancing of T780, Banker’s Trust(OIS &SEI), T499, TDBA, Euroclear and TDTT daily
-Investigated accounts that are out of balance and publish report to departments and recommend ways on how to clear them up
-In charge of opening and closing the vault
-In charge of dropping wires to different accounts TD Securities/Settlement Officer
Toronto Dominion Bank
2001-2003
-Settled trades for cuid TDBA and TDTT
-Handled account transfers for free trades and against money
-Buying and selling of stocks from different brokers
-Communicated with brokers regarding pending trades
-Settled DP trades
-Balanced trades at the end of the day
-Issued manual checks for CDS payments based on the cycle sheets
-Issued manual entry for transfer fees, billing fees and checks issued
-Handled setting up of pledges for cuid TDBL and confirming of trades as well TD Securities/Account Transfer
Toronto Dominion Bank
1999-2001
-Handled transfer of accounts for all free trades
-Balanced suspense accounts(US trades)
-Balanced cuid TDBR and TDBP
-Settled free trades
Inter Brokers/Mutual Fund Processor
Merrill Lynch Canada Inc
1998-1999
-Handled incoming transfer maintenance(ITM)
-Account inquiry maintenance(names and addresses)
-Processing of Power of Attorney (PA)
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