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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

 

 

 

 

 

attachment

 

 

 

 

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