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.