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Online Resumes with "Transfer Agent"
Business Analyst
Business Systems Analyst - Team member involvement in project planning and implementation. Transfer Agent representative for mutual fund name changes and CUSIP changes, coordinating with internal and external business partners to ensure timely and accurate changes across all necessary systems. Reconcile and pay mutual fund dividends, plan administration, revenue sharing, networking, and 12b1 fees, to include balancing these...
Ideal Companies: Financial Services
Tags for this Online Resume: Series 7
CEO, Owner, Partner
Ideal Companies: Ford, General Motors, E-Trade, North American Financials
Tags for this Online Resume: Financial Manager, Financial Transfer Agent, Financial Representative, Account Representative, Software Tester, Data Entry, Medical Billing, Accounts Receivable, Financial Consultant
Executive Office Managerial Skills
Bilingual, High Achiever, Extremely Organized, Highly Articulate, Responsible, Loyal, Very positive & upbeat, Vendor Relationships, Thrive on Challenges
Ideal Companies: GE,
Tags for this Online Resume: Office Manager, Administrator, Executive Assistant
Knowledge of Restricted Securities and Operation Specialist
Great Communication with Attornies and will argue if I feel they are wrong
Ideal Companies: Any companies
Tags for this Online Resume: Operations Specialist, Restricted Securities Investigator, Customer Service
Asst. Site Manager
Ideal Companies: Brown, Harris, Stevens
Tags for this Online Resume: computer literate, MS Office, Access Database familiarity, Create Crystal Reports, prior experience as transfer agent, last job, managed 450 unit lux co-op, excellent verbal and written skills
Windows Developer
I am looking for a challenging position requiring creative solutions in Windows and Web programming.
Ideal Companies: any
Tags for this Online Resume: cobol, c, visual basic, PL1, sql, C#, .Net, ADO.Net, ASP.Net, Windows Forms
Accountant
Tags for this Online Resume: Audit, Compliance, Transfer Agent Operations, MS Word
Paralegal / Legal and Executive Assistant
Maximize my educational and diversified work accomplishments in a challenging and rewarding paralegal or related position.
Tags for this Online Resume: Driven, Focused, Persistent, Hard-working, Microsoft Word, Excel, Powerpoint, DM5, IP Master, Travel Planner, Concur, Corporate Legal Desktop
Internatinal experience in Trustee Department, Transfer Agent, Restaurant Manager
I am looking for a job within a company I can stay at for a long time, learn a lot and give back even more. I am very hard working person, I speak Polish and English.
Tags for this Online Resume: associate, assistant, specialist, international, bilingual
Seasoned Financial Service Analyst
William Ferrara 451 East Eighth Street South Boston, MA 02127 (617) 777-7382 Employment Experience: Linedata Corp 08/10-10/10 Contract Position – Qualitative Assurance Analyst • Performed manual Quality Assurance Test on Mfact Fund Accounting System • Provided Regression Analysis Testing on scenarios in Mfact within assigned client requests The Merrill Corp 06/10-08/10 Contract Position – Business Analyst...
Business Systems Analyst, Chicago
Extensive business experience in the management and administration of day-to-day operations of a small company within a large mutual fund organization. • A successful track record in compliance regulations of the marketing and transfer agent departments. • Experience is broad in scope, and includes audit trails, balancing inventory, customer services and account reconciliation. • Analytical professional with proven initiat...
Audit manager with expertise in all facets of bank & brokerage auditing. I have completed risk analysis at each of the previous banks to establish the audit universe and audit plan. Trained and hired numerous staff members.
Accomplished audit manager with expertise in planning, performing, managing, reviewing, and delivering quality operational and regulatory compliance audits. Able to assess, identify and evaluate business and operational risks aiming to promote operational efficiencies and control improvements. Ensure compliance as with applicable regulations as well as policies and procedures while performing financial, operational & regula...
Ideal Companies: CitiBank, Deuthche bank, JP Morgan, any financial services company as well as broker dealer companies.
Tags for this Online Resume: Audit, Compliance, Risk Management, Microsoft Office products, Leadership, Audit Professional, Excel, Word, Outlook, Various company IT Systems, Ability to multi task
