Agent Associate Resume Samples

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M Collier

Maryse

Collier

43918 Gleichner Cliff

Chicago

+1 (555) 929 0732

43918 Gleichner Cliff

Chicago

Phone

p +1 (555) 929 0732

Experience Experience

Phoenix, AZ

Agent Associate

Phoenix, AZ

Bartoletti-Daniel

Phoenix, AZ

Agent Associate

Cooperate with Extension Educators and Specialists, to facilitate the creation and distribution of research-based information and knowledge to Small Farm/Alternative Agriculture Educator in Carroll County, including current and potential farmers and regional groups collaborating on agriculture development, marketing, business planning and related community issues
Work with the UME Agriculture and Food Systems Action Teams to develop, promote, implement, and evaluate educational programs for agronomic crop production, small scale farming and alternative agriculture enterprises, for the purpose of providing educational opportunities for clientele related to agricultural production, agricultural economics, and marketing in Frederick County, and the Central Cluster
Cooperate with county 4-H Extension faculty in providing leadership in the development of educational environmental stewardship programs for youth delivered through the county 4-H residential camping program and 4-H shooting sports program
Work cooperatively with UME staff to market, promote, and deliver youth development programs to new and underserved audiences throughout the county, particularly in the urban areas
Develop creative and scholarly activities that are validated by peers and communicated, such as: educational materials published and adopted by others, Extension publications, participation in Extension or university research, conference posters, professional presentations, etc
Develop, implement, and evaluate an informal educational program in 4-H youth development based on the Maryland 4-H Youth Development model, focusing in the areas of environmental science, natural resources and the mechanical sciences
Work collaboratively with the Frederick County Economic Development office to develop, implement, and evaluate rural economic development initiatives including, but not limited to: agri-tourism, wholesale markets, direct marketing, and value-added projects

Houston, TX

Transfer Agent Associate

Houston, TX

Reilly LLC

Houston, TX

Transfer Agent Associate

Perform all tasks via TDCC info and trading platforms pertaining to Offshore Funds
Assist with gathering of transaction data in support of short-term trading surveillance
Manage exposure items; including aged trades, unapplied wires, and similar. Identify areas of operational concern and promptly escalate to AB management
Ensure that all client instructions received comply with Anti Money Laundering regulations and Franklin Templeton policies and procedures
Assist with all external communication to financial intermediaries; including operations announcements, inquiry responses and contact lists
Responsible for resolution of operational inquiries coming from assigned relationships
Be in contact with Franklin Templeton offices in other locations to solve problematic queries

present

Detroit, MI

Junior Transfer Agent Associate

Detroit, MI

Koch-Beatty

present

Detroit, MI

Junior Transfer Agent Associate

present

Responsible for the timely and accurate processing and monitoring of all daily electronic dealing processes, including financial transaction repair
Actively take part in communicating issues to departmental management, provide assistance in looking for and developing solutions to issues
Responsible for producing regular reporting documents to be addressed to customers
Adhoc handling of physical bearer shares
Ensure that the Fundsettle Quality Label is strictly adhered to and associated reporting is delivered in a timely fashion
Strictly adhere to Franklin Templeton’s policies and procedures when performing the above
Ensure that all customer queries are properly logged in Franklin Templeton’s core system

Education Education

Bachelor’s Degree in Climate

University of California, Berkeley

Bachelor’s Degree in Climate

Skills Skills

Calm, efficient, and organized with great attention to detail
Excellent grooming standards
Competent level of IT proficiency
Positive attitude and good communication skills
Professional manner with an emphasis on hospitality and guest service
Ability to multi-task while maintaining a positive attitude when working with a Guest
Ability to work on your own and as part of a team
Previous experience in a customer-focused industry
Commitment to delivering a high level of customer service
Previous experience in cash handling

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Junior Transfer Agent Associate Resume Examples & Samples

Responsible for the timely and accurate processing and monitoring of all daily electronic dealing processes, including financial transaction repair
Responsible for producing regular reporting documents to be addressed to customers
Actively take part in communicating issues to departmental management, provide assistance in looking for and developing solutions to issues
Comply with department policies and procedures as well as CSSF regulatory requirements
Provision of rapid response to internal and external customers, such as “Helpdesk” activities
To be able to apply creative thinking to “one-off” problems
Minimum two years relevant back office experience within a financial institution
Strong attention to detail and quality
Strong PC knowledge including use of Microsoft Office products
Strong written and verbal (English) communication and good knowledge of at least one other European language
Solid analytical and organizational skills
Ability to demonstrate initiative on general and specific tasks and to work independently and interact with both team members and internal / external customers
Operations and Transfer agency experience is preferred but not essential
Knowledge of clearing systems such as Clearstream and Euroclear and/or SWIFT

Transfer Agent Associate Resume Examples & Samples

Ensure that all client instructions received comply with Anti Money Laundering regulations and Franklin Templeton policies and procedures
Be in contact with Franklin Templeton offices in other locations to solve problematic queries
Ensure that all the adjustments, profit and loss calculations are carried out and reported upon in timely fashion
Ensure that registration runs in a smooth, controlled & compliant fashion
Act as oversight controller in all areas of the business and delegated functions
Maintain strong relationships with business partners (in particular Legal and Compliance, Risk & Control, Conducting Officers) promoting an environment of quality and attention to detail
Prior experience in the transfer agency environment not required but preferred
Degree or equivalent experience in financial business
Fluency in English any other languages would be an advantage
Good computer literacy; s olid MS Office literacy (with strong focus on MS Excel)
Good team player with ability to also work independently
Good sense of organization and initiative on general and specific tasks
Sound numerate, analytical, and organizational skills with ability to work under pressure on multiple tasks

Junior Transfer Agent Associate Resume Examples & Samples

Perform oversight and act as liaison with Franklin Templeton’s International processing centres with regards to Global Certificate and Fundsettle transactions (purchase, redemption, receipt free of payment, delivery free of payment)
Support the client service function within the team for external & internal customers including follow-up with clients on deal instructions that are not in good order, transactions settlement issues, product queries etc
Strictly adhere to Franklin Templeton’s policies and procedures when performing the above
Ensure that all customer queries are properly logged in Franklin Templeton’s core system
Ensure that the Fundsettle Quality Label is strictly adhered to and associated reporting is delivered in a timely fashion
Ensure that Clearstream/Euroclear transactions are instructed accurately into the market and follow-up on settlement impairs
Adhoc handling of physical bearer shares
Address any Straight-Through-Processing failure and apply dedicated workaround at all level of the transaction lifecycle from manual system input (RIVA TA, Fundsettle, Vestima) to client communication
Process account creation/modification requests in line with AML/KYC guidelines and undertake prompt and accurate quality control
Perform daily and monthly reconciliation of Franklin Templeton’s client holdings vs. Clearstream and Euroclear positions; rebalance holdings to accurately reflect the market situation and thereby ensuring correct trail commission entitlement
Create and update procedures when and as required
Knowledge and experience of Clearstream / Euroclear settlement process
Strong operational and client service skills
Prior experience in the transfer agency environment
Solid understanding of the trailer fee process
Fluency in English, any other languages would be an advantage
Good computer literacy, solid MS Office literacy (with strong focus on MS Excel)
Ability to work under pressure & to meet deadlines

Guest Service Agent / Associate Resume Examples & Samples

Achieve positive outcomes from Guest queries in a timely and efficient manner
Ensure that the Guest Service Manager is kept fully aware of any relevant feedback from guests and, or, other departments
Demonstrate a high level of customer service at all times
Attend appropriate training courses, when required, and assist with the Night Team's training and development efforts
Maximize room occupancy and use up-selling techniques to promote hotel services and facilities
Use the correct procedures regarding the acceptance of credit cards and cash in accordance with the hotel credit policy
Comply with hotel security, fire regulations and all health and safety legislation
Act in accordance with policies and procedures when working with front of house equipment and property management systems
Follow company brand standards
Assist other departments, as necessary
Previous experience in a customer-focused industry
Calm, efficient, and organized with great attention to detail
Ability to multi-task while maintaining a positive attitude when working with a Guest
Competent level of IT proficiency
Previous experience in cash handling

Agent Associate Resume Examples & Samples

Develop, implement, and evaluate an informal educational program in 4-H youth development based on the Maryland 4-H Youth Development model, focusing in the areas of environmental science, natural resources and the mechanical sciences
Cooperate with county 4-H Extension faculty in providing leadership in the development of educational environmental stewardship programs for youth delivered through the county 4-H residential camping program and 4-H shooting sports program
Develop, implement and evaluate school enrichment opportunities (in-school and after-school) with an emphasis on, but not limited to, 4-H STEM education including robotics and environmental education enrichment
Create opportunities for youth to demonstrate and evaluate their project knowledge and recognize youth for their accomplishments and achievements
Recruit and train adult volunteers and teen leaders to conduct and provide educational programs for the Carroll County 4-H program
Expand the 4-H Club program by assisting with creation of new clubs and recruiting new members through community outreach opportunities
Take advantage of educational opportunities in youth development and assigned subject areas to maintain an accurate updated base of knowledge in these matters
Maintain awareness of changes in trends and technology in assigned subject areas to better service clientele
Work cooperatively with other county Extension faculty, Extension Advisory Council, 4-H members and volunteers to identify the educational needs of the county’s diverse clientele
Bachelor’s Degree in Science, Technology, Engineering, Mathematics, Education or related field
Demonstrate effectiveness and experience teaching youth and/or volunteers in a community setting
Applicants must be self-motivated, flexible, innovative, and resourceful with skills and experience in conducting community-based education programs
Experience working with diverse audiences of all socio-economic levels
Strong computers skills, experience with Microsoft Office and use of computer technology for educational programming and management
Flexible working hours required, to include some evening and weekend programs and meetings
A valid driver’s license and access to an automobile for travel; willing to travel as needed locally and throughout Maryland
This position is subject to a Criminal History Record Check. Employment is contingent upon successful completion and clearance of the Criminal History Record Check

Agent Associate Resume Examples & Samples

Work closely with tenured/tenure-track nutrition, healthy living, and finance educators in the Northern Cluster to plan, implement and expand healthy living and financial programs designed to meet the needs of priority audiences in Harford County as identified through local needs assessment strategies. Assists with Northern Maryland Cluster as needed
Collaborate with extension educators across the state through relevant Healthy Living Action teams to implement signature nutrition, healthy living, and wellness education programs for targeted priority audiences that meet local priority needs
Engage clientele in the education process using learner-centered strategies that result in positive behavioral change. Document learner outcomes using planned evaluation strategies as outlined in the Healthy Living Program Playbook
Develop partnerships and collaborations with colleagues, campus specialists, external organizations, and government agencies to implement educational programs and better serve clientele
Utilize only educational materials from University of Maryland, other state/national Extension programs and Universities, government and NGOs that are grounded in research and science, and are evidence-based when feasible
Develop and collaborate on funding proposals to supplement and enhance local programming efforts when possible, including grants, contracts, and cost recovery efforts that provide private value to clientele
Evaluate priority programs to assess knowledge gain or skills learned in the short term, and practices improved, intent to change, and behavioral change over time
BS Degree in family & consumer sciences, community nutrition, community health, financial education, adult education, or related field
General understanding of educational program development and evaluation process
Evidence of desire and ability to effectively communicate with and engage diverse clientele
Demonstrated evidence of excellent teaching and communication skills
Ability to think independently, yet work successfully as a member of a cohesive team
Strong interpersonal skills to support the development of successful collaborations
Strong computer skills and experience with Microsoft Word, Excel, Publisher and Outlook
Commitment to lifelong learning and professional development
Personal transportation and valid driver’s license required. Must be willing to travel throughout Cluster, as well as the State of Maryland as needed
Flexible work schedule required for delivering evening and weekend educational programs and activities as determined by clientele availability and needs

Agent Associate Resume Examples & Samples

Provide citizens interested in Small Farm/Alternative Agriculture enterprises with educational opportunities related to agricultural production, budgeting, and marketing
Cooperate with Extension Educators and Specialists, to facilitate the creation and distribution of research-based information and knowledge to Small Farm/Alternative Agriculture Educator in Carroll County, including current and potential farmers and regional groups collaborating on agriculture development, marketing, business planning and related community issues
Work collaboratively to develop and implement as well as evaluating Small Farm/Alternative Agriculture programs for citizens interested in Small Farm/Alternative Agriculture subjects
Develop and maintain collaborative relationships with agricultural organizations and beginning farmers to plan, implement, and evaluate programs and seek new partnerships to deliver outreach education
Responsible for preparing newsletter for regular distribution
Bachelor’s Degree in agriculture or related field
Working knowledge of local agriculture and farming issues as well as current trends
Ability to communicate effectively in one on one and group settings as well as in presentation formats
Knowledge and use of computer technology for educational programming and management
Experience working with diverse audiences of all socio-economic levels and knowledge and experience networking with all populations that are impacted by small farms/alternative farming
Flexible working hours required; must be available for evening and weekend programs and meetings. A valid driver’s license and access to an automobile for travel
Experience with grant acquisition or funds management
Must become certified Maryland nutrient management advisor/consultant and obtain the commercial pesticide applicators license in category-10 public agency

Agent Associate Resume Examples & Samples

The candidate must have a B.S. degree in a natural resource or environmental sciences, natural resource management, environmental policy, community development, planning, geography, landscape architecture, or related field
The individual must possess the ability to work independently, to function as part of interdepartmental and multi-institutional teams, and to secure funding for programs related to the position function
Strong oral, written and electronic communication skills are essential
Experience working with communities, local government, and NGO’s; teaching a broad range of audiences in both formal and informal settings; and utilizing a variety of social media to reach diverse audiences
The employee should be willing to travel locally and occasionally work nights and on weekends
The successful candidate will be required to obtain a clear background check

Agent Associate Resume Examples & Samples

BS/BA degree required – major area of study in field related to horticulture
Demonstrate leadership and management abilities
Demonstrate teaching experience
Experience working with volunteers and diverse audiences of all socio-economic levels desirable
Knowledge and use of computer technology for educational programming and management is required
Personal transportation and valid driver’s license required for travel within the county and the state
Flexible working hours required; must be available for evening and weekend programs and meetings

Agent Associate Resume Examples & Samples

Bachelor’s degree in related field required
Experience working with diverse youth and volunteers of all socio-economic levels
Experience leading or managing a youth development program
Evidence of ability to put together curriculums for youth development programming
Evidence of excellent teaching, communication, leadership, and management skills
Ability to work independently and as a productive team member, and foster positive relationships
Demonstrated computer proficiency with Microsoft Office and ability to learn the 4-H Online System
Personal transportation and valid driver’s license for travel within the county and state, and occasionally nationally
This position includes office work that is mostly sedentary and often requires looking at a computer screen (Word, Excel, etc.) for long periods of time
The job does require some lifting and transporting of supplies and equipment (boxes or plastic carts of about 25 lbs.)
If offered employment by UME, individual will be required, before beginning job assignment, to obtain a background check by the State of Maryland and FBI

Agent Associate Resume Examples & Samples

Conduct periodic needs assessments among various stakeholder groups to determine program priorities
Develop, conduct and evaluate Extension programming for climate-related issues in Maryland and the region and develop a plan for engagement in these issues
Develop climate and coastal resilience related educational resources
Work with Maryland and regional partners to design and conduct interdisciplinary applied coastal climate research and extension projects
Participate in the development of grant proposals, and other funding opportunities, to secure resources for applied climate and sustainability research and extension projects
Assist communities in identifying, planning, and implementing climate mitigation and adaptation strategies to increase resilience, take advantage of new opportunities, and avoid impacts to infrastructure, ecosystems, and economies
Foster a network of professionals with interest and expertise to contribute toward climate adaptation and mitigation planning
Work closely with the existing Sea Grant coastal community network and explore existing programming approaches applicable to Maryland issues
Evaluate programs to assess outcomes and impacts: knowledge gain or skills learned in the short term, practices improved, intent to change, and economic, environmental and social changes over time; use information to demonstrate program impacts to relevant agencies and appropriate reporting
Master’s degree in climate, coastal or marine science, community planning, ecology, geography, or related environmental science field
At least two years of experience in education or outreach in related field
Demonstrated leadership and management abilities with evidence of being able to work well with diverse clientele
Capacity to work independently in a dynamic and rapidly changing field
Familiarity with coastal environments, climate impacts, and mitigation/adaptation practices
Evidence of excellent teaching & oral and written communication skills
Knowledge and use of computer technology for educational programming, data analysis, survey collection, and management is required
Personal transportation and valid driver’s license required. Must be willing to travel within the state

Agent Associate Resume Examples & Samples

Bachelor’s Degree in horticulture, agriculture education, applied plant science and/or agronomy or related field
Working knowledge of accepted home horticulture practices
Experience working with volunteers and diverse audiences of all socio-economic levels
Flexible working hours required; must be available for evening and weekend programs and meetings A valid driver’s license and access to an automobile for travel

Agent Associate Resume Examples & Samples

Plan and conduct nutrition education programs for food stamp participants in Baltimore City
Plan and conduct retail-based nutrition education and nutrition environmental change in collaboration with corner stores and grocery stores in Baltimore City
Collaborate within FSNE nutrition programs to link retail components to other FSNE initiatives
Develop and maintain collaborative relationships with community organizations to plan, implement, and evaluate programs and seek new partnerships to deliver nutrition education programs, with a focus on multi-level interventions as depicted in the Socio-Ecological Model
Use FSNE evaluation instruments to conduct program assessment and report formative, process, and outcome evaluation data
Attend FSNE staff development programs and participate in monthly conference calls
Coordinate with Baltimore City Health Department Baltimarket Program
Bachelor’s Degree in nutrition, health education, or a related field
Applicants must be self-motivated, flexible, innovative, and resourceful with skills in conducting community-based education programs
A valid driver’s license and access to an automobile for travel in Baltimore City or Howard County and to FSNE trainings
Successful candidate is required to obtain a clear background check by the State of Maryland and the FBI

Agent Associate Resume Examples & Samples

Work closely with tenured/tenure-track nutrition, healthy living, and finance educators in the Central Cluster to plan, implement and expand healthy living and financial programs designed to meet the needs of priority audiences in Frederick County as identified through local needs assessment strategies. Assists with Central Maryland Cluster programs as needed
Collaborate with extension educators across the state through relevant Healthy Living Action teams to implement signature financial capability, healthy living, and wellness education programs for targeted priority audiences that meet local priority needs
BS Degree in community health, public health, family & consumer sciences, financial education, adult education, or related field

Right of Way Agent Associate Resume Examples & Samples

Under close supervision negotiates with land owners (or their designees) for the acquisition of rights relative to the construction, reconstruction, enlargement or maintenance of electric distribution facilities
With direction from a supervisor, settle damage claims with land owners (or their designees) relative to property damage caused or created by AEP during the construction, reconstruction, enlargement, maintenance or removal of distribution facilities
With the advice of a supervisor, search courthouse and other records as may be available to determine present property ownership(s) and the extent of interests therein
Under close supervision, draft documents for rights of entry, damage claims, contracts, easements, licenses, leases, permits, options to purchase and other documents as may be necessary to acquire adequate rights for AEP's electric distribution facilities
With the advice of a supervisor, assist in providing functional support to other AEP Business Units in regard to questions and procedures in the acquisition of land and land rights
Interface and cooperate with other AEP departments to resolve challenges impacting ROW procurement and schedules; maintain right of way and property records
Develop and maintain favorable relationships with the general public, landowners, federal, state and local government agencies
Promote, support and enforce safety practices to safeguard employees, the general public and AEP equipment
Be proactive in responding to customer's inquiries and complaints as they relate to company distribution right of way activities

Agent Associate Resume Examples & Samples

Provide leadership to the development and expansion of programs targeting food assistance sites
Collaborate and liaise with state partners, including the Maryland Department of Health and local food assistance sites who serve low income families in order to implement key FSNE initiatives
Provide daily management of a team of individuals who will implement FSNE curricula and policy, system and environmental (PSE) efforts at food assistance sites across Maryland
Provide leadership to FSNE curricula development including updating, enhancing and ensuring curricula are accurate
Coordinate new material development and collaborate in FSNE State Office material review process. Facilitate the inclusion of new content areas and establish ties to the social ecological framework within the program development process
Assist with integrating statewide policy, systems, and environmental change projects into FSNE program initiatives to expand program reach
Collaborate with the FSNE Evaluation Coordinator and local UME staff to collect formative, process, and outcome data to determine the effectiveness of new projects and to inform decision-making regarding project continuation
Provide assistance with state and local training efforts
A valid driver’s license and access to an automobile for travel statewide and to FSNE trainings

Transmission Right of Way Agent Associate Resume Examples & Samples

With the advice of the ROW Agent Senior (Sr.) or ROW Agent Lead, negotiate with property owners (or their designees) for the acquisition of rights relative to the construction, reconstruction, enlargement or maintenance of electric transmission and/or distribution facilities
With the advice of the ROW Agent Sr. or ROW Agent Lead, settle damage claims with property owners (or their designees) relative to property damage caused or created by AEP during the construction, reconstruction, enlargement, maintenance or removal of transmission and/or distribution facilities
With the advice of the ROW Agent Sr. or ROW Agent Lead, search courthouse and other records as may be available to determine present property ownership(s) and the extent of interests therein
Under supervision, preparation of documents for rights of entry, damage claims, contracts, easements, licenses, leases, permits, options to purchase and other documents as may be necessary to acquire adequate rights for AEP's electric transmission and/or distribution facilities
With the advice of the ROW Agent Sr. or ROW Agent Lead, assist in providing functional support to other AEP Business Units in regard to questions and procedures in the acquisition of land and land rights
Act as a witness and assist in the selection of witnesses and commissioners in connection with condemnation and/or other court actions involving electric transmission and/or distribution facilities
Maintain property owner files, maps, drawings, exhibits and detailed progress reports
With the advice of the ROW Agent Sr. or ROW Agent Lead, provide real estate values and accepted real estate appraisal practices; advise and assist the Right of Supervisor or Project Leads in establishing a range of fair market values to be used in the acquisition of land and land rights
Under supervision, begin understanding the ROW estimate & scoping guidelines for ROW Projects
Promote and enforce Company's Accident Prevention and Safety and Health programs

Agent Associate Resume Examples & Samples

BS Degree in fields such as Agriculture Education, Applied Plant Science, Agronomy, Animal Science, Horticulture or related field and some experience in agricultural rural development or agri-business
Demonstrated leadership and management abilities with evidence of being able to work well with farm producers and community leaders
Plant Diagnostic Skills, such as identifying insects and diseases
Work with the UME Agriculture and Food Systems Action Teams to develop, promote, implement, and evaluate educational programs for agronomic crop production, small scale farming and alternative agriculture enterprises, for the purpose of providing educational opportunities for clientele related to agricultural production, agricultural economics, and marketing in Frederick County, and the Central Cluster
Assist Agent, delivering programs in crop production, farm management, integrated pest management, pesticide safety and handling, livestock and forage production, nutrient management, financial management and natural resource conservation for agricultural producers in Frederick County
Provide training and recertification opportunities for certified private pesticide applicators and nutrient management voucher holders
Develop Extension programs that improve financial viability of small farms through co-op development, grain marketing clubs, sustainable agriculture initiatives, community organization, and continuing education for small farm producers
Work collaboratively with the Frederick County Economic Development office to develop, implement, and evaluate rural economic development initiatives including, but not limited to: agri-tourism, wholesale markets, direct marketing, and value-added projects
Preparation of information for the media, which includes contributing a weekly news article to the Frederick News-Post Ag Section
Remain current in assigned subject matter areas and participate in relevant professional improvement opportunities
Develop and implement Extension program marketing and public relations activities
Develop grant funded projects to enhance/expand educational programs
Develop strong relationships with local agriculture organizations; includes attendance/participation at Frederick Soil Conservation District meetings, as required
Develop creative and scholarly activities that are validated by peers and communicated, such as: educational materials published and adopted by others, Extension publications, participation in Extension or university research, conference posters, professional presentations, etc
Serve as a consultant to county government on the issues of land use, planning and AGNR issues
Serve on County/City and regional agricultural focused committees

Transfer Agent Associate Resume Examples & Samples

Main point of operational contact for all levels of assigned financial intermediary relationships. Support financial intermediary needs on a daily basis, including any changes to service environment
Responsible for resolution of operational inquiries coming from assigned relationships
Assist in development of efficient interfaces with financial intermediary in all regards. Specifically ensure that transaction delivery, transaction confirmations, service fee delivery, commission delivery, dividend distribution, and statement delivery occurs in a manner that meets financial intermediary’s expectations, while remaining efficient for AB. Oversee or manage projects to meet this objective
Assist with all external communication to financial intermediaries; including operations announcements, inquiry responses and contact lists
Manage exposure items; including aged trades, unapplied wires, and similar. Identify areas of operational concern and promptly escalate to AB management
Continually identify the needs of Sales and Marketing and financial intermediaries. Anticipate and be an advocate for financial intermediary needs. Initiate process improvements within AB accordingly
Provide relevant information with regard to financial intermediary for incorporation into monthly Management Awareness Report (“MAR”)
Assist with gathering of transaction data in support of short-term trading surveillance
Assist with the integration of new financial intermediaries into the service environment. This requires an understanding of the terms of any agreements and developing and managing processes that meet those terms
Perform all tasks via TDCC info and trading platforms pertaining to Offshore Funds
Other responsibilities required by Taiwan Master Agent for Offshore Funds
Other work/tasks as assigned by AB management.JOB SPECIFICATIONS
Strong client service beliefs and a high appetite for quality
Strong proficiency to speak read and write Taiwan Chinese is a must. Proficiency in English is required for communication with AB counterparts in other regions outside Taiwan
Ability to handle multiple tasks simultaneously, to learn and process information on the evolving Fund business and its procedures/processes, and communicate this information both verbally and in writing to a team, peers, management, and clients. Education Level: Bachelor’s Degree
Relevant Work experience: 3-5 years

Agent Associate Resume Examples & Samples

Bachelor’s degree in related field of Science, Engineering, Technology, Mathematics, Youth Development or Education
Two years of experience working with at risk audiences, including youth
Demonstrated teaching, management, communication and leadership skills
Strong computer skills and experience with Microsoft Word, Access, Excel, PowerPoint, Google
Willingness to work flexible hours, with some evenings, weekends and holidays, and to travel within the county and state
Personal reliable transportation and valid driver’s license required
When offered employment by UME, the successful candidate will be required to obtain a clear background check by the State of Maryland and FBI before beginning work assignment
Work cooperatively with UME staff to market, promote, and deliver youth development programs to new and underserved audiences throughout the county, particularly in the urban areas
Recruit (or identify) and train local residents to become 4-H organization leaders for in school, after school and community clubs; provide training and support to current and new program volunteers
Cooperate across disciplines to develop experiential learning opportunities for youth in STEM, Healthy Living and Citizenship topics
Oversee and increase the capacity of the county Robotics program
Increase the capacity of the county Cloverbud program
Provide leadership for selected county 4-H programs including but not limited to 4-H participation and activities at the County Fair, Communications Contests
Collect data on program participation
Respond to oral and written requests for information
Other duties as assigned
Nature of the Position: This position frequently presents information through vocal and written communication to individuals of various ages, socio-economic, and educational backgrounds. The ability to express or exchange ideas vocally is important, as well as the ability to hear and perceive information at normal spoken work levels
Physical Demands: A routine part of this position’s responsibilities would be to transport materials to and from teaching/event locations, including loading and unloading the vehicle. The employee will frequently lift and/or move items weighing up to 35 pounds. Set-up and tear-down of displays, tables, and chairs would be necessary at many teaching sites
Environmental: Team driven, office environment of professional character, competence, and collaboration. Deadline driven in terms of program planning and reporting. This position requires the employee to work outdoors at certain times of the year, especially during the time of annual fair, 4-H residential or day camps and youth recreation activities. This may occur during very hot and/or inclement weather
Visual Acuity: Visual acuity is required for preparing and analyzing written or computer data and presentations