Alexander Casado Email and Phone Number

Improve relationships with distributors by focusing on improving consistency in communications and Accountability for servicesStandardized all workflow data from distributors and consolidated record keeping which reduces coordinating errors by 10%Created an employee credentials directory for 100+ operators companywide which centralized information and increased operational efficiency by 5%Redesigned weekly Billing and Accounting documents by using excel references which increase accuracy by eliminating user input errorRestructured internal communications with an improved interface for all coordinators that is easy to use and document disputes for further inquiry Managed 10 operators day to day tasks and tracked their performance metricsLeveraged business partners to resolve intricate problems for clients and employees Reconciled operator interchanges with daily work orders to ensure proper billing

Provided expertise to clients on inquiries pertaining to taxation, retirement, and the markets (Examples: potential tax penalties/savings, IRA distributions, Initial Public Offerings etc.)Empowered clients to utilize 50+ products and tools to effectively monitor, maintain, service, and trade their investmentsAnalyzed client needs for additional services and encouraged meeting with Financial Consultants

Organized invoices and journalized transactions, ensured timely payments, and filing on Oracle software.Contacted vendors with invoice inquiries and followed up with discrepancies Developed monthly portfolio reconciliations for 18 treasury fundsReformed outdated Excel spreadsheets to include relevant information and appropriate formatting

Handled approximately $2000 in cash and credit card transactions dailyFacilitated the needs of clients and aided customers with any concernsTrained 3 new employees to set-up, sustain, and break down events