• Liaise between trading desk, clients, legal counsel, documentation, client on-boarding teams, etc. to ensure proper & swift execution of complex confirmations• Manage end to end confirmation workflow via Firestar & electronic settlement system (Clearpar) • Responsible for trade affirmations confirming basic economic trade details via trade source application immediately following trade entry • Ensure prompt and accurate drafting of trade confirmations via E-settlement platform or manually drafted confirm where applicable

Examined new acquisition channels to increase checking account volume.Produced competitive analysis on bank referral programs, online customer applications, and checking account bonus offers.Generated weekly reports forecasting account growth through referral program.

Provided customer service and company selling approach.Worked as cashier, filled stock room, cleaned store, and made bank deposits.

Served as a caddie for members assisting them in golf rounds. Organized golf carts and clubs for members while providing customer service.Maintained golf course neatness/cleanliness.