Years of experience: 19

ProofreaderCopywritingClient Relations SpecialistCustomer Care SpecialistAssistantAdministrative Assistant

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Shirley's Career Path
Associate Client Processing Rep IIFeb. 2022 -
Present
BNYAssociate Client Processing Rep II
Lake Mary, Florida, United StatesManage a small team of 5-7 associates, reviewing hedge fund trades and wires instructed by our clients and sent to the funds. Ensuring all items are completed and sent within expectations.
OperationsNov. 2019 -
Feb. 2022
BNYOperations
Orlando, Florida AreaHedge Fund subscription document completion Enter trades for hedge funds Wire funds Communicate with Investment Advisors and Fund Administrators
Operational Specialist Managed Account Advisor ServicesJul. 2010 -
May. 2014
Charles SchwabOperational Specialist Managed Account Advisor Services
Orlando, Florida AreaAssisting Investment Advisors and their service team in all aspects of opening and updating managed accounts. Ensure proper coding for fees. Managing workflow reports to meet daily service levels.

Shirley's Posts

  • How I can help you

    I excel in handling tedious tasks, freeing you to focus on your core business objectives. I prioritize your needs and consistently deliver quality work that surpasses expectations.

  • People I am looking for

    Seeking to assist businesses of all sizes: - Small enterprises - Midsize companies - Large corporations

  • Experience & Cases

    Achievements: - Cleared a 2-week document backlog in 48 hours - Streamlined processes for efficiency Previous Clients: - BNY - Charles Schwab

  • How to contact

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