Sarah Gminder Email & Phone Number

Lake Mary, Florida, United States

Analyze and execute daily margin calculations for investment broker portfolios Issue margin calls and assist clients with resolution Provide excellent client service with knowledge of 4210 and 15c3 haircut margin requirements Processing and approving third party firm wires and disbursements, journaling of funds, receive and delivery of securities Assist with project management for updating/improving existing processes and spreadsheets to streamline duties, increase efficiency and reduce errors Reconcile internal client portfolios with the nightly funding process Analyze firm accounts to identify firm equity deficits and assist client on trade corrections

Lake Mary, Fl

Lake Mary, Fl

• Responsible for analyzing and processing of client deferrals, distributions, dividends, and census files• Responsible for adding new funds as well as creating custom fixed rate funds with processing instructions• Analyzed and processed back-dated, custom and complicated client requests• Responsible for updating daily prices of all funds as well as creating new funds in McCamish and BOSS• Coordinate amongst Plan Administration, Trading, and the Investment Analyst departments to ensure client needs are met as efficiently as possible• Train and assist new team members on processing of client deferrals, fund swaps, dividends and census files• Managed, processed, and QCed the fund swap, custom monthly earnings, and NIGO analyzer processes• Performed quality control of the Payroll, Distribution, Fund Swap, Dividend and miscellaneous reports

Lake Mary, Fl

• Responsible for all client scheduling and support, and corporate marketing• Wrote and implemented Microsoft Dynamics CRM workflows to streamline client management• Point of contact for all software vendors to resolve business issues

Continue to utilize my vast retail experience by ensuring customers receive consistently high level of service, conduct monthly visual updates, create store schedule, maintain a monthly payroll budget, and motivate sales team to achieve their best results.

Orlando, Florida Area

Ensured customers received consistently high level of service, and resolved any customer issues effectively. Created store schedule for 20+ managers and associates, planned to surpass store sales goals, and maintained a monthly payroll budget. Motivated sales team to achieve their best results, had touch-bases to ensure everyone was performing to the best of their ability, and discussed areas for potential opportunity as well as projected career goals for associates. Maintain extensive product knowledge, and creatively use that knowledge with customers.

Bachelor'S Degree, Economics

Associate Of Arts (A.A.)