With this company I conduct trades for Prime Custody accounts, process paperwork, retrieve required paperwork from sales assistants, maintain detailed files, create and maintain daily reports using excel spreadsheet formats, open new accounts, micro manage projects that maximizes productivity and utilize strong organizational skills to enhance effectiveness of my job requirements. I have also gained experience with IRA accounts, including journal entries, distributions, contributions, check issuing, data analysis, coding, and ACH withdrawals. I have also taken on some leadership roles by running and evaluating monthly reports, pulling multiple queries throughout the month for quality control, providing training, conducting meetings, creating proposals, and delegating tasks.

Subjects of pre-algebra, algebra, pre-calculus, geometry, calculus, number theory, mathematics of games, physics, orga nization skills, study skills, time management skills, and note taking skills.

Maintain accurate records including accounts receivablesUtilize Excel to maintain records of, expense reports, inventory, clients records, and track revenue and salesKeep clients informed of sales and new productsUpdate and maintain sales on e-commerce website