Aneeqa Azhar Email & Phone Number

Chicago, Il, Us

Chicago, Illinois, United States

Chicago, Illinois, United States

Greater Chicago Area

Greater Chicago Area

- Completed six weeks training and assessment to obtain position on Trade Operations Team.- Matched trades with brokers on trade date while confirming trade flow process is completed daily with goal of 100% matching within two hours of receipt to ensure timely settlement.- Matched trades with global custodians in markets to ensure settlements were completed with theright depositories before cut-off deadlines on settlement date; to prevent fails.- Monitored fails on an ongoing basis and worked with different parties to ensure trade completion.- Monitored client’s accounts and shares holding to initiate movement at custodians as necessary.- Completed setup and termination of accounts, updated securities in trading systems and fixed errors.- Maintained relevant spreadsheets, issues log, fail reports, & security settlement instructions, etc.-- Researched and resolved all trade issues outstanding on trade dashboard by end of day.- Assisted in claims research and resolution with trading partners.- Actively managed and mitigated risk to prevent claims and financial risk adhering to applicable riskmanagement programs, policies, and procedures.- Ensured all client deliverable is met prior to deadlines and researched data to ensure transactionswere completed in smooth, efficient manner.- Promoted a positive team environment by cross-training on different strategies on team to serve asback-up.

Des Plaines, Il

- Accomplished accounting resource objectives by orienting, training, coaching, and communicating job expectations; planning, monitoring, adhering to policies and procedures.- Contributed financial information to strategic plans and reviews; implemented production, productivity, quality, and customer-service standard; resolved problems; implemented corrective actions.- Met accounting financial standards by monitoring expenditures and maintained cash flow by monitoring bank balances, EFT’s and cash requirements, performed bank & corporate credit cards reconciliations.- Approved ledger entries by auditing Agency & Direct Bill transactions and supported annual audit. - Monitored bank deposits for commissions, customer accounts receivables and processed checks for account current payables.- Supervised two employees directly and reviewed billing of all Commercial, Personal, & Benefits Lines customer service representatives of the agency.- Ran weekly financial reports to track customer account receivables for all producers.- Assisted Controller with end-of-month processes, balanced GL accounts ensuring accurate postings, made corrections as necessary. - Completed special projects and other specific duties as assigned by management.

Chicago, Il

Professional Development and Education Responsibilities:- Provided support for the planning and execution of conferences, including speakers/program management logistics support.- Provided support for continuing education program including interaction with the Certified Financial Planner Board of Standards (CFP) to obtain approval for educational offerings to participants.- Managed speaker database including data entry and reporting functions.- Provided support for online learning programs including posting/maintaining web content.- Responded to inquiries regarding speaking opportunities with and updated speaker directory.Financial Management Responsibilities:- Provided support for the accounts payable process including coding, entering and distributing invoices; posting payments; mailing checks; maintaining vendor records.- Provided support for the accounts receivable process including entering and distributing invoices, maintaining customer records, entering cash receipts, processing deposits, and sponsorships for exhibitors.

Des Plaines, Il

Accounting Assignments:- Processed and retrieved Direct Bill & Agency Bill statements from carrier sites.- Posted and reviewed commission statements according to contracted commission schedules.- Processed all agency billing and account payables to carriers.- Processed commission adjustments and followed up with carriers on discrepancy.- Applied commission receipts and premiums appropriately to agency management system.- Reviewed producer commissions and corrected errors accordingly.- Ran financial reports to ensure correct posting to general ledger accounts.- Posted and processed all incoming checks and deposits.Administrative Responsibilities:- Actively seeked out and performed other agency services support functions and clerical duties.- Placed supply orders and replenish supplies for the entire office.- Performed additional projects as assigned such as scanning and organizing records and reports.- Served as back-up receptionist to assist with incoming mail, operating switchboard, and setting up conference rooms.- Recommended new procedures for efficient operations.

Skokie, Il

- Greeted patrons & provided exceptional customer service experience and handled transactions, explained services, and answered questions about bank policies.- Assisted bank patrons with deposits and withdrawals.- When scheduled, operated opening & closing procedures.- Directed customers to appropriate banking staff.- Worked closely together as a team to ensure successful run of daily operations.

Des Plaines, Il & Skokie, Il

- Used a friendly and helpful approach to greet and direct walk-in visitors- Answered phone calls for student inquires and scheduled tutor appointments.- Informed students/visitors of tutoring schedules and other services provided by the department.- Managed supplies and materials in the office for student use.- Performed general clerical procedures and additional projects as assigned by staff members.- Performed data-entry work on spreadsheets to track inventory, student records, and mailings.- Provided parents & students’ knowledge of college’s enrollment practices and policies- Selected to perform additional tasks such as screen and schedule students for orientations during staff vacation.- Performed general clerical work in the office and acted as an assistant for recruiters and staff members.- Functioned as a guide for prospective students in the College process by leading campus tours and attending college fairs to share the Oakton student experience!

Bachelor Of Science (B.S.), Accounting And Finance

Dean's List Recipient, Fall 2016

Associate’S Degree, Liberal Arts And Sciences/Liberal Studies, Honors

Activities and Societies: Student Ambassador & Honors Scholar Program- Completed coursework in general requirements and pre-requisites.