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yyyyyy x. yyyyyy 0000 xxxxxx xxxx , xxxx , xxxxx 00000
xxx-xxx-xxxx
abc@xyz.com
objective
financial operations specialist seeking to utilize extensive professional experience, excellent managerial and developed analytical and decision-making skills in a challenging assignment.
career profile
ø over nine years of financial investment, analysis and transaction operations experience.
ø knowledgeable in strategic planning, transaction processing and financial analysis.
ø career built with major rhode island investment houses.
ø winner of multiple awards for outstanding performance.
ø responsible for investment transactions, report generation, ira account withdrawals/investments and client stock certifications.
ø knowledgeable in financial statements, reconciliation systems and process improvement.
ø focus on delivery of exceptional customer service.
ø well-organized multi-tasker with strong detail orientation.
professional experience
bank of america investments, lincoln, ri 2006 - present
gwim senior operations representative
process ira/incoming wire transactions, payments and deposits/withdrawals for client accounts.
generate and analyze reports, conduct quality-control efforts and support corporate operations.
establish relations with clients, back office and clearing firm personnel.
new england ambulance, johnston, ri 2004 - present
emergency medical technician/ambulance driver
perform patient assessments, advanced triage, electrocardiograms and wound care/splinting.
exchange information with oncoming and outgoing shifts.
suretrade investments/quick & reilly/fleet bank brokerage division, lincoln, ri 1999 - 2004
research representative i
processed incoming data on ira distributions, roth conversions, rmd calculations and disbursements.
analyzed client escalations, account transfers and renewed option applications.
communicated with brokers and customer service representatives on all operations question and escalations.
recipient of multiple employee of the month awards.
technology skills
microsoft office suite, amipro, adp, fbsi, streetscape, right fax, first, netbenefits, eworkplace, flagscape
education
community college of rhode island, lincoln, ri
general studies; currently enrolled
yyyyyy x. yyyyyy 0000 xxxxxx xxxx , xxxx , xxxxx 00000
xxx-xxx-xxxx
abc@xyz.com
cover letter text
date
hiring agent name
title
company name
address
city, state zip code
dear :
i am currently seeking a challenging career opportunity in a financial investment processing assignment and am submitting my resume for your review. in advance, i thank you for your time and consideration.
as demonstrated in the accompanying resume, my professional qualifications include over nine years of successful investment house experience with bank of america and suretrade investments. to complement this background, i possess outstanding transaction, gwim operations, analysis, report generation, ira and distribution skill sets, as well as strong analytical, problem-solving and managerial capabilities. as an employee, you will find me to be an enthusiastic and disciplined team player, committed to supporting you in achieving your objectives through superior performance.
i am confident that i could be a valuable asset to your firm, and look forward to interviewing with you in the near future to further discuss my areas of experience and expertise that would be a contribution to your organization.
sincerely,
yyyyyy x. yyyyyy
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