Capital Analysts Incorporated, a subsidiary of Western and Southern Financial GroupImaging and Cashiering Analyst
Feb. 2011 - Apr. 2012Cincinnati, Ohio Area• Promptly prepared, scanned, identified, and assigned documents.
• Deposited and logged brokerage and commissions checks.
• Completed cashiering requests such as electronic funds transfers, wires, check requests, periodic investment plans and distributions.
• Answered client, financial representative, and investment advisors’ questions through phone and email.