Levar Stephens Email & Phone Number

Richmond, Virginia, United States

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Glen Allen, Virginia, United States

Multiple department Floater for the Mutual Fund Trade Rejects, Loss Remediation and Money Markets departments.• Performed report reconciliation verifying mutual fund trade reject accuracy and re-entering rejected trades when necessary.• Researched and performed due diligence on loss assessments that ensured that trade loss figures were correct and allocated properly.• Placed money market trades for the firm and ensured proper execution and end result balancing.

Glen Allen, Virginia, United States

Distributed the daily work to the department via Microsoft Access database and Microsoft Excel. Assessed losses on mutual fund trade corrections and informed Financial Advisors and branch personnel of the loss charges.• Coordinated efforts between multiple departments that ensured that losses were reconciled and allocated properly.• Responded to e-mail and phone inquiries from Financial Advisors and branch personnel regarding loss assessments as well as provided loss itemizations for further elaboration or complaint resolution.

Glen Allen, Virginia, United States

Fielded inbound call inquiries from branches regarding all of Mutual Fund Operations including Breakpoints, Order Entry, Trade Rejects, Commissions, 529 plans, Position Transfers, Dividends and Sales Charges.• Handled calls within the timeframe set forth and in compliance with departmental service standards.• Escalated issues that required more in-depth analysis to the appropriate escalation’s analysts.

Glen Allen, Virginia, United States

Fielded inbound calls from branches regarding how to process account transfers either to or from various broker-dealers and mutual fund companies. • Advised on paperwork required to clear physical certificates from the legal department and how to process electronic equity transfers via the Depository Trust Company (DTC) Participant system. • Advised on how to process transfers from mutual fund companies.