Michael Sei, Jr Email & Phone Number

Oversee the processing and reconciliation of dividends and reorganizations, following corporate policies, and ensure departmental tasks are completed accurately and in a timely fashion.Research complex problems and provide resolution.Review departmental processes to improve productivity and compliance.Conduct various regulatory auditing examinations as required by internal audit.Review and update departmental procedures, provide team training and coaching to ensure quality service.Oversee multiple projects across all phases of development.

Greater St. Louis Area

Review and submit voluntary corporate actions to various depositories and agents on behalf of clients. Process and reconcile mandatory corporate actions.Reconcile cash and stock distributions from depositories as paid to clients. Resolve any discrepancies.Answer inquiries from financial consultants.

Greater St. Louis Area

Support the development and reconciliation of client performance measurement reports, while analyzing reporting metrics as it related to splits, transfers, trades, client transactions and account transfers.Evaluate and analyze reconciliation reports and processes. Provide feedback along with recommended improvements to associates and management.On a day-to-day basis, ensure associate responsibilities were completed within established time standards and at established productivity and quality levels.Trained, mentored and coached associates and new associates on proper banking processes and procedures.