Manage the complex process of buying, selling, and exchanging- stocks, bonds, and mutual funds with a high level of accuracy for over 45,000 transactionsVerify proper trade information for comparison with dealers and correct discrepanciesCommunicate and resolve customer delivery errors by brokers and dealersBuild and deliver daily trade confirmation reportsOpen Institutional and Retail, IRA accounts, process ACH and wires for customer's accounts. Do back office operations for the firm. Maintain and update customer database utilizing Microsoft AccessUpdate and maintain sensitive customer and dealer filesProcessed office bills and prepared bank depositsManage trading desk overflow answering calls from dealers and prioritizing informationOversee the office budget for supplies and promotional collateralCoordinate private events for traders and clients

Supported three attorneys by drafting correspondences, petitions, motions, discovery and closing documentsCoordinated and communicated all monthly client bills and processed paymentsManaged calendars and scheduled appointments with clientsFiled petitions and other court documentsTranscribed notes and dictation into necessary legal documents and correspondencesOversaw the office equipment maintenance and supplies