Investment Operations Associate

• Feb 2022 - Present

- Supporting, monitoring, and calculating unit values for investments.- ORACLE accounting entries and ledger revenue reconciliations.- Completing reconciliations to custody banks, trade systems, and financial statements.- Supporting business partners by preparing, analyzing, and distributing limit monitoring, activity and holdings report on a daily, weekly, monthly, quarterly, and annual basis sourced from ledger as well as various internal data warehouses.- Preparation of monthly, quarterly, and annual Statutory and GAAP reporting.

Member

• Oct 2021 - Present

Hardlines Team Lead

• Jun 2021 - Feb 2022

- Promoted to Team Lead within 3 months.- Assist management with the supervision of associates in assigned area of responsibility by assigning duties to associates- Provide direction and guidance to associates on member service approaches and techniques to ensure member complaints and issues are resolved according to company guidelines- Overseeing assigned area of responsibility by handling claims and returns; zoning the area; arranging and organizing merchandise; identifying shrink and damages.-Ensure customer satisfaction by greeting and answering their questions.-Tour my area to ensure it meets our customer's expectations.-Work hand-in-hand with team associates to get the job done.-Prepare and plan for upcoming events that will impact your area.-Ability to communicate, take direction at all levels, and turn it into action.-Assists HR with the hiring process of new associates.-Supervise and oversee 4 to 7 people on a shift.

Hardlines Associate

• Mar 2021 - Jun 2021

Received Associate of The Month award during my second month of employment.

Office Assistant/student Ambassador

• Jun 2019 - Mar 2020

- Provide superb customer service and guide students/graduates with inquiries and concerns.- Develop instructional how-to videos and promote the department services on social media.- Update paperwork maintain documents and word processing.- Responsible for creating student files for Career Management Seminars- Calling students/grads requesting appropriate internship paperwork and job placement information- Create, maintain, and enter information into databases.- Researched and mass E-mailed students and Grads new job opportunities daily with a set schedule during the week for each major.

Intern

• Sep 2019 - Dec 2019

Marketing Intern

• Feb 2019 - May 2019

- Obtained new business by connecting with leads via telephone conversations. - Received payments from existing customers for their policy.- Ensured all documents were up-to-date and contained all pertinent information.- Contacted customers to renew policies and upsold add-ons and various umbrellas. - Obtained new business by connecting with leads via telephone conversations. - Received payments from existing customers for their policy.- Ensured all documents were up-to-date and contained all pertinent information.- Contacted customers to renew policies and upsold add-ons and various umbrellas.