Cathy Sayrath
Account Services Representative at TD Ameritrade Institutional
- Role
- Account Services Representative at Td Ameritrade Institutional
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
About Cathy Sayrath
Demonstrated operations and process enhancement professional within Geophysical Log…
Experience
Account Services Representative
Nov 2013 — Present · Fort Worth, TX, US
New Accounts & Account Maintenance SpecialistActivates new and maintains existing accounts for Registered Investment Advisors\' clients; predominantly in response to clients who are transitioning through major life changes. Specialties include: Individual, Joint, IRAs, Estates, Trusts, Corporations, TPIMAs, UMAs, and other accounts that may designate beneficiary entities. Prioritizes tasks for multiple accountabilities with the ability to process work at a near perfect ratio while remaining focused. Partners internally with Correspondence Review, Relationship Managers, and Account Services team members to ensure the appropriate examination and resolution of issues in a timely manner.
Education
University of North Texas
Bachelor of Business Administration (BBA), General Business
2012 — 2013
Skills
- Project Management
- Data Analysis
- Outlook
- Powerpoint
- Microsoft Excel
- Oil & Gas Industry
- Database Administration
- Engineering
- Procurement
- Office Administration
- Logistics Management
- Customer Service
- Leadership
- Microsoft Word
- Manufacturing
- Team Leadership
- Proposal Writing
- Analysis
- Quality Assurance
- Time Management
- Microsoft Office
- Sales
- Training
- Logistics
- Inventory Management
- Inventory Control
- Program Management
- Process Scheduler
- Sap Implementation
- Purchasing
- Process Improvement
- Software Documentation
- Troubleshooting
- Contract Management
- Sap
- Supervisory Skills
- Teamwork
- Motivation
- Operations Management
- Management
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