Manager Training
Resume:
Keith M. Smith
Durham, NC 27713
*************@*****.***
Objective To gain a financial position within a progressive company where my skills and experience can be professionally utilized.
EXPERIENCE September 10 – October 10 Fidelity Investments Durham, NC
HR Payroll C.S.A.
• Administered call center expertise for payroll inquiries and escalations to BAC associates.
May 09 – Present Men Of Semper Fidelis Durham, NC
Non-profit Men’s Outreach Coordinator and Community Volunteer
April 85 – January 08 Morgan Stanley New York, NY
Qualified Plans Operations Specialist
• Chronologically promoted from Unit Leader, Supervisor, to Section/Department Manager
• Managed staff members in the implementation or products, procedures and training aspects.
• Coordinator for related operational service level agreements.
• Accountable for preparation of fiscal statements which supports client and plan sponsor IRS 5500 reporting.
• Maintenance of several back office operations such as, trade settlements, receive and delivers, internal ledgers, client portfolio reconciliation and branch network trouble shooter.
March 82 – April 85 Merrill Lynch New York, NY
Retirement Plans Operations Specialist
• Assisted with validation of new accounts.
• Responsible for processing customer deposits, premature and mandatory distribution.
• Facilitated various internal and external broker dealer transfers.
EDUCATION
11/81 – 3/82
New York Institute of Finance New York, NY
• Certified Securities Industry Training
Bernard Baruch College New York, NY
• Business Management Major
SKILLS Computer Software: Windows, Microsoft Word, Excel
ACTIVITIES
• Ministry Leader and Programming Director for Christian cable cast
• Men’s Christian Basketball League Organizer
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