Taiya Cornelius Email & Phone Number

Jersey City, Nj

Coordinating with various staff for operational support activities of the Sales Department. Serving as a liaison between departments and operating units in the resolution of day-to day administrative and operational problems.Preparing daily reports, analyzing data and identifying solutions. Scheduling and coordinating meetings, appointments and travel arrangements for Directors and Sales team both internally and externally.Managing capital purchases and direct vendor relations. Generating and maintaining equipment tracking records.Directing business relations and distribution of company literature to stimulate client interest and sales leads.Processing expense reports, managing office supply needs, and ensuring all teams are compliant with company policy and monthly OSJ/risk items.Serving as back-up and providing administrative support to a C-Level executive as needed while maintaining the highest level of discretion and confidentiality.

New York, Ny

Assisting TDWealth Management clients in transitioning to TDAmeritrade, resulting in over $400 million in new account assets to TDAmeritrade.Researching and resolving account discrepancies and transfer issues, quickly and efficiently to meet firms transition deadlines. Reaching out to clients and various contra firms through outbound call initiatives, to provide guidance and assistance in transitioning accounts from TDWealthManagement.

Brooklyn, Ny

Responsible for opening and maintaining approximately 30 to 40 new accounts daily for a high net worth investment advisor with over 10 billion in assets. Processing all account transfers and corporate actions.Researching and resolving issues related to the customer identification process.Coordinating pricing reports on a weekly and daily basis for Senior Management resulting in accurate and real-time statement pricing.Collaborating with various business groups across the firm, to implement process improvements and procedures needed in an effort to streamline broker dealer firms de-conversions.

Providing superior client service generating strong referral business.Flawlessly executting of 250+ trades weekly within a high volume timeline critical environment.Facilitating product knowledge and information with regard to mutual funds, options, equities, IRAs, and various other financial investments.Researching and resolving complex account issues and discrepancies, resulting in high client satisfaction and retention.Increasing telephone capacity for incoming calls by quickly identifying client’s needs and referring calls to the appropriate service channels.Training and mentoring new hires, increasing employee efficiency, productivity and moral.

Ba, Public Administration

Associate Of Science, Paralegal Studies