- Kitson Town, Jamaica
- May 19, 2018
I hold a Bachelor Degree in Actuarial Science from the University of the West Indies. Upon graduation, my career has focused on the financial services sector where I worked as an Administrative Assistant (internship) and later as a Junior Corporate Finance Officer. In this position I perform financial and operational duties.
One of my strengths is my ability to multi-task and carries out the diverse range of responsibilities in a timely and effective manner. This can range from processing loan transactions to providing administrative support in deal transactions. I’ve also been involved in the preparation regulatory reports and assist in the assessment of company financials. I have also demonstrated that I am keen to take initiative and work collaboratively with staff members to make office processes as efficient as possible.
Manages deal transaction processes – journal entries, maintains spreadsheets, reports and documentations.
Assist in preparing relevant regulatory documentation.
• Built and maintained effective accounts and monitoring loan systems up to J$325 million.
• Review loan agreements to ensure that they are complete and accurate according to policy.
• Monitored margin loan collateral (Shares, Bonds and Unit Trust) based on existing market condition.
Post RTGS and Wire details/instructions in Mimics Financial Software for execution by the Operations Unit.
Reconciliation of operating and bank accounts.
Provide guidance on the necessary documents required to Advisors.
Generate reports using Mimics Financial Software; Operating Account, Fix Income Statements, Repo Listing for clients.
Prepare audit confirmation letters.