Josh Bajorek Email & Phone Number

Austin, Tx, Us

Austin, Texas, United States

System Transition: Oversaw the transition of client accounts legacy systems to new platforms or technologies. This involves coordinating with various teams, such as IT, operations, and client services, to ensure a successful conversion.Streamlined money transfer processes and optimized operational efficiency by executing system conversions within tight deadlines.• Orchestrated project coordination to facilitate seamless transitions and adherence to regulatory requirements.• Oversaw the entire process from inception to completion for ultra-high net worth dollar accounts, with attention to detail.• Maintained and strengthened relationships with key clients and TPAs (third party administrators).• Collaborated with TPAs to onboard multimillion-dollar accounts.Process Improvement: I continuously evaluate conversion processes and identify opportunities for improvement. Streamlining procedures, automating tasks, or implementing new tools or technologies to enhance efficiency and accuracy.

San Antonio, Texas, United States

Deliver exemplary performance supporting client initiatives and assessing complex investment products in the market place. Review opportunities, evaluate associated risk, execute detailed research, and complete transactions for trust and corporate accounts. Key Accomplishments:• Identify and escalate AML and OFAC red flags for suspicious account activity.• Process and verify internal and external transfers and movement of money from various accounts. • Generate three separate reports for two teams of colleagues with the goal of identifying and correcting mistakes.• Ensure reports meet regulatory and compliance standards at all times.

San Antonio, Texas, United States

Engaged with clients, defined their objectives, and developed an investment strategy to match those goals. Periodically assess client goals and adjust investment approach accordingly. Demonstrated the ability to handle an expansive portfolio of clients accurately and efficiently. Key Accomplishments:• Expedited the transfer of client funds from bank accounts to a broad range of investment accounts. • Selected as a Subject Matter Expert (SME) for various investment projects internally. • Addressed and resolved third-party issues quickly and effectively.

San Antonio, Texas, United States

Utilized advanced critical thinking and problem solving skills to analyze rejected contributions, redemptions, and exchanges before subsequently restoring transaction entries. Additionally, formulated estate valuations across investment accounts for tax purposes. Key Accomplishments:• Extended a full-time employment position after demonstrating proficiency for quality performance.• Assisted colleagues with special financial projects and research as assigned