Brokerage Clerk Resume
Use the following Brokerage Clerk Resume Example to create a Job Winning Resume
1548 Westwood Avenue
Huntington, NY 11743
(333)-929-2479
e.cedeno@emailaddress.com
Job Objective:
To obtain a Brokerage Clerk position that will allow me to utilize my skills and has potential for growth.
Highlights of Qualifications:
Extensive experience in financial service sales and marketing
Huge knowledge of word processing and financial spreadsheet programs
In-depth knowledge of mutual fund operational processes
Wide knowledge of Mutual Funds, transfer agency operations and trading
Proficient with MS Word, Excel, PowerPoint, and the Internet
Amazing ability to work autonomously
Superior communication and problem solving skills
Excellent interpersonal skills, administrative and time management skills
Professional Experience:
Brokerage Clerk
Tri-State Employment, Huntington, NY
August 2005 - Present
Responsibilities:
Coordinated with customers and coworkers.
Maintained security transactions and scheduled transfers and delivery of security certificates.
Outlined forms and operated standard office machines.
Reviewed daily stock prices.
Calculated total holdings, dividends and interest and transfer taxes.
Formulated reports and verified ownership and transaction information.
Brokerage Clerk
Wells Fargo, Huntington, NY
May 2000 – July 2005
Responsibilities:
Interrogated aged debtors report and identified overdue balances.
Identifying the nature of items comprising overdue balances.
Coordinated with clients and brokers.
Handled trade related queries and coordinated with Brokerage Assistant and Primary Bankers.
Formulated aged debtors reports and presentation.
Drafted rates letters and distributed to clients.
Education:
Bachelor's Degree in Finance
Sarah Lawrence College, Bronxville, NY