TA Associate Resume Sample
Miguel Streich
2910 Thompson Motorway,
Phoenix,
AZ
+1 (555) 274 2948
Work Experience
TA Associate
11/2015
-
PRESENT
Los Angeles, CA
- Answers complex financial inquiries including but not limited to: fund and market performance, taxation (for example cost basis, IRS forms, etc.), and retirement products (all IRA products) from shareholders, back office personnel, financial advisors and other interested parties either from an incoming call or an outgoingreturned call
- Check for accuracy of data capture and authorization of transactions processed by the data entry associates
- Generate all department specific reports, which are to be sent to other business partners and related external agencies
- Additional responsibility in mentoring new joiners
- Interacts with internal departments to ensure customers’ requirements are meet
- Has good Telephone etiquette
- Follow up on complex client’s queries
Senior TA Associate
02/2011
-
09/2015
Chicago, IL
- Prepare High Risk Clients pack for Conducting Officers’ approval
- Oversee and ensure timely processing of all investor’s financial /non-financial requests
- Generate all department specific reports. Which are to be sent to other business partners and related external agencies
- Ensure timely filing of necessary forms/reports of regulatory nature as and when assigned
- Assist in attending to distributor/internal customer queries
- Asks appropriate questions to address customer needs and ensure a positive customer experience
- Verifies customer requests to ensure information is correct and in good order, and takes appropriate action
- Processes routine monetary and non-monetary requests on Franklin Templeton business systems
Gpc-ta-associate Reference Data Management Analyst
06/2004
-
12/2010
Chicago, IL
- Corresponds with customers via fax, chat applications/website, email or standard written correspondence, where appropriate
- Adheres to all policies & procedure guidelines and customer service standards to achieve operational, productivity and quality objectives
- Reviews and applies information from internal communication platforms regarding new products, market conditions and regulatory requirements to stay current and operate in the best interest of the customer, funds and enterprise
- Suggest any areas of improvement in process / systems
- Additional responsibilities in mentoring new joiners
- Build strong relationships with hiring managers, Office Managing Partners / Location Leaders to understand the need, competencies and experience requirements of the position; develop an accurate and comprehensive job description; identify a proactive sourcing strategy; and follow process of requisition approval and data management in various recruiting systems
- Stay abreast of best and/or competitive practices and provide competitive intelligence in a timely manner to appropriate individuals. Seek development opportunities on newest talent acquisition strategies or tools
- Advanced skills in using recruitment databases (required)
Education
Columbia International University
1999 - 2003
Bachelor's Degree in Communication
Professional Skills
- Strong and proven inter-personal, communication, leadership, team building, staff selection skills are critical
- Excellent written and verbal communication skills with the ability to communicate effectively with Financial Advisors, clients and colleagues at all levels
- Proven organizational skills and attention to detail (including proofreading and editing) keeping an eye on the quality of work products
- Experience working as operational support utilizing Taleo Applicant Tracking System or similar system experience
- Experience working as operational support in a fast paced environment with Taleo Applicant Tracking System or similar system experience
- Advanced Microsoft Office Skills required, particularly Outlook & Scheduling
- Good verbal and written German/ Italian/ Spanish/ French language skills
How to write TA Associate Resume
TA Associate role is responsible for languages, finance, recruiting, german, french, proofreading, databases, financial, compliance, accounting.
To write great resume for ta associate job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For TA Associate Resume
The section contact information is important in your ta associate resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your TA Associate Resume
The section work experience is an essential part of your ta associate resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous ta associate responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular ta associate position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative TA Associate resume experience can include:
- Having sufficient knowledge in MS Access or Foxpro is essential
- Any graduate / MBA, preferably from a commerce / accounting / finance background
- Any Graduate, preferably from a commerce / accounting / finance background
- Work autonomously and exhibit a professional demeanor to internal and external clients
- Handle internal customers’ inquiries, ability to make decision and work independently
- Positive approach to work and work challenges
Education on a TA Associate Resume
Make sure to make education a priority on your ta associate resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your ta associate experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in TA Associate Resume
When listing skills on your ta associate resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical ta associate skills:
- Work effectively and influence across a highly matrixed, multi-location organization
- Experienced with meeting competing deadlines
- Experience with large scale Applicant Tracking System
- Previous 3rd party agency/search firm experience
- Experience with LinkedIn Corporate Recruiter
- Having customer centric approach
List of Typical Skills For a TA Associate Resume
1
Skills For Senior TA Associate Resume
- High level of professionalism in dealings with colleagues, customers and business partners at all levels
- Open communicator both upwards and downwards
- NISM certification would be an added advantage
- Ready to work from 1p.m. to 10p.m
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