Description
for Administration Analytical, detail-oriented professional equipped with over 20 years of banking/brokerage/financial industry experience. Self-motivated team player that works well under pressure and offers proven abilities in ensuring compliance with company policies as well as state/federal regulations. Areas of expertise encompass: -Office Administration -Risk Management -Account Management -Interviewing -Workflow Analysis -Loss Prevention -Customer Service -Financial Consulting -Retention of Accounts -Quality Control -Document Interpretation -Training/Mentoring
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| (Confidential) | Trust And Estate Associate | 5/2019 - Present |
| Oil & Gas | Securities Movement Specialist | 9/1991 - 4/2000 |
Accomplishments
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