Security Operations Processor

Objective

To secure a position with an Institution that will enable me to use my strong organizational skills, quick comprehension of software, and ability to work well with people as a pathway to a build strong relations within a corporation.

Related Experience

Wells Fargo Advisors (KForce)

Securities Operations Processor

March 2012 – Present Saint Louis, MO

• Logging, entering, and processing data and paperwork for transfers, redemptions and distributions of Alternative Investments regarding IRA’s and sometimes other brokerage accounts into Access, Excel, and other tracking systems for non-publicly traded investments.

• Performing office skills doing filing, faxing, coping, and other manual processes pertaining to processing.

• Consistently meeting time sensitive deadlines and timeframes per each fund company expectations.

Edward Jones

Transfer Services Representative

October 2011 – January 2012 (4 months) Maryland Heights, MO

• Answered calls and assisted Financial Advisors and Business Office Assistants with transferring cash, assets and/securities, between Edward Jones accounts and to other firms accounts including 529 plans, trusts, IRA's, margin accounts and other brokerage accounts.

• Advised Financial Advisors and their Office Assistants with data entries and questions about transfers; explained the process as such.

Wells Fargo Advisors (Spherion)

Access Online CSR

January 2011 – October 2011 Saint Louis, Missouri

• Answered clients and financial advisors questions regarding 529 plans, trusts, margin accounts, command brokerage accounts, IRAs, PMA accounts, and any other brokerage accounts about online access; including adding or removing accounts for viewing, navigation, and technical support.

• Assisted clients and financial advisors with general online trading questions, downloading accounts into quicken and getting online to view brokerage accounts.

Wal-Mart

Cashier/Optician

November 2007 – March 2009 Sparta and Belleville, Illinois

• Provided customer service to customers wanting to purchase items from the store.

• Performed office skills including filing, faxing, and utilized Microsoft Office Suite

• Confirmed client’s insurance, filed Medicare and medical forms, assisted with pre-exam testing, fitted eye-wear and marketed vision center products.

Education

Penn Foster, Online, October 2011 – Present Concentration in Computer Tech.

Southwestern Illinois College, August 2007-May 2008 Concentration in Generals

Organizations

Acts 1:8 Mission Society 2004-Present

Future Business Leaders of America 2004-2007, & S.A.D.D 2004-2007

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