Resume - Sales Assistant (Finance)

Jill N. O’Malley

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

Coram, NY ****7

Home: 631-***-**** Cell: 631-***-****

Email: gcr93a@r.postjobfree.com

OBJECTIVE

An opportunity in which will allow me to expand my knowledge, utilizing my educational foundation and experiences in various business operations including management, customer relations, administrative, accounting, and sales.

EDUCATION

• Old Westbury: Business & Management: Westbury, NY; May 2011

• Suffolk Community College: Business Administration Brentwood, NY; May 2003

EXPERIENCE

Hochheiser, Deutsch & Company Inc.

Investment Services Specialist & New Accounts (September 2008-August 2010)

Open up accounts such as Annuities, 529 Plans, 401K, Pension Plans, etc

Handles all client inquiries and sorts out various business problems and solve them

Provide Administrative support to President, VP, Representatives

Collects all unpaid invoices and handles all official company correspondence

Monitors all of the Investment Side of the Business

Prepare forms such as Trade Tickets, Portfolio Reviews, Withdrawal Forms, Transmittal paper, computing stop loss orders, all requests from clients and/or broker

Clark Dodge & Company, Garden City, NY

Sales Assistant/Administrative Assistant (March 2006 – Sept 2008)

• Provide customer service to clients

• Support Traders and Investment Advisors in all assets of business & travel itineraries

• Open accounts & collect funds from clients, Executing Trades, Profit & Loss Reports

• Provide compliance support such as Filing Focus report and financials with FINRA

• Prepare daily and monthly commission run for Account Representatives

• Banking – Accounts Receivable, Accounts Payable, Reconcile bank account, process payroll

• Perform daily verification of trade accuracy & process Trade Corrections

• Switchboard operator

SUNY Habitats, Commack, NY

Finance Assistant (May 2005 – May 2009)

• Assisted Executive in providing administrative and operational support

• Contacted various banks to obtain newest mortgage programs and negotiate rates

• Analyzed the housing market and followed up on potential opportunities

• Set up meetings with attorneys, sellers, and tenants

Commerce Bank, East Northport, NY

Senior Teller (September 2000 - June 2004)

• Assist manager with managerial duties such as reviews and personnel scheduling

• Reconciliation of ATM, cash advance and Penny Arcade

• Help customers with all banking transactions and inquires

SKILLS / PROGRAMS / QUALIFICATIONS

Proficient in Microsoft Word, Microsoft Outlook, Office, Excel, PowerPoint, ACT, Lotus Notes, & QuickBooks. Have Excellent Time Management, Communication, Organizational Skills, Very Detailed Oriented, Great customer service, & Self-Starter. Ability to work well with others, in both supervisory & support staff roles.

References Available Upon Request

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