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Sr. Mutual Funds/Corporate Securities Representative
Achiever, Persistant, Goal orientated, Diligent, persevering, methodical, organized, understanding, flexible.
Financial Specialist
About Me
Industry: |
Accounting & Finance |
|---|---|
Occupation: |
Financial Specialist |
Ideal Companies: |
Mutual FundSmith Barney, Wells Fargo, etc. |
Education level: |
Bachelor |
Will Relocate: |
Yes |
Location: |
San Diego, CA |
Major Responsibilities
• Assist shareholders in account reconciliation and control with use of the TA2000 automated cash and share platform that provides recordkeeping, intermediary support and other outsourcing services for multiple shareholder accounts.
• Assist shareholders and clients with executing trades and purchases, performing account maintenance, obtaining electronic statements and requesting fund literature. Perform other necessary duties as needed.
