St. Petersburg FL ***02
Phone 727-***-****
Email *********@*******.***
Daniel P C Bhim
Objective To secure a position within your firm and at the same time effectively utilize my skills and experience.
Experience
1998- Current Raymond James Financial St. Petersburg FL
Senior ACAT Fund/Serv Deliver Associate
Work with mutual fund companies and financial firms to process client transfer requests.
Balance general ledger accounts on a daily basis.
Use reports to generate spreadsheets for record keeping and monthly statistics.
Perform time-critical job duties.
Daily communication with brokerage firms, mutual fund companies and financial advisors via phone and email.
1997-1998 Republic Bank St. Petersburg FL
Proof Operator
Using an encoding machine, encoded customer checks for processing using 10-Key.
Prepared mail on a daily basis for shipment.
Performed time-critical job duties.
1995-1997 Winn Dixie St. Petersburg FL
Customer Service Assistant
Provided friendly customer service to customers.
Assisted customers when needed.
Education
1998-Current Saint Petersburg College St. Petersburg FL
Currently pursuing an Associate’s degree in business.
1994-1998 Northeast High School St. Petersburg FL
Attained a high school diploma
Skills
Knowledgeable in many Microsoft office functions
10-Key able
Able to work under time constraints
Knowledge of the financial industry
Knowledge of mutual funds
9 plus years of experience in an office environment
Ability to multitask
Customer service skills.