Operations Representative
Current• Coordinated with transfer agents and issuers to meet transaction requirements, ensuring timely processing.• Managed confidential transactions with discretion, enhancing data security and compliance.• Processed securities transactions with CDS/DTC, improving efficiency and accuracy.• Recorded physical securities accurately in Dataphile, ensuring proper asset tracking.• Streamlined account transfers, ensuring all documents were accurate and entered into Dataphile, reducing errors.