Personal account management with stock and OTC option tradingResearch and forecast data to strategically place investmentsQuantitative analysis deriving from chart patterns, news, and profit earningsConsumer trends and industry behavior inquiring

FinanceStreamline trades in accordance to policy and time restrictionsProcess liquidations/purchases by check, ACH, and wireTransfer/exchange account assets into newly established accounts by percentage, value, or sharesReview and resolve reports generated as erroneous processings and financial transactionsAdministrationResearch/analysis on multiple investor record-accountsRegister accounts under appropriate share classesGenerate multiple updates to account personal information and banking instructionsSet up electronic delivery for clients and establish automatic paymentsCustomer ServicesQuality control for shareholder statements and tax forms generatedDrafting and mailing letters to clients based on needs and requestsReview, print, or scan mutliplex documents for entire company

- Develop project plans on financial literacy in team-oriented environment- Translate documents in English to Spanish - Organize and present informative material to supervisors, students, and other audiences- Weekly check-ins with team leaders and development of on-going project

- Conducted census interviews and accurately documented all information - Met with supervisor weekly to identify and report problems in obtaining valid data - Analyze the assigned field and plan routes in order to ensure the highest response rate from resident