Linda Charlotte - North Carolina

Linda Charlotte
Send Message

About Linda Charlotte

Linda Charlotte is currently living in North Carolina, and is interested in Gifts / Accessories, Health & Beauty, Home Based Biz.
Not the person you're looking for?
Find more results for Linda Charlotte


North Carolina

Categories of Interest

Gifts / Accessories, Health & Beauty, Home Based Biz

Company Size



Charlotte, NC 28277

Highly accomplished and motivated Professional offers over 10 years of combined experience in Operations, Administration and Customer Service. Candidate seeks a challenging P/T or F/T position that welcomes initiative, resourcefulness and dedication.

Account Management Client Relations Data Analysis
Detailed Oriented Collaboration Quality Assurance
Services Consulting Strategic Planning Team Oriented

Financial Administration: Expertly handles the processing of new and current accounts, transfers and applications, either managing individual cases directly or forwarding them to the appropriate parties to ensure their timely and proper processing. Expertly handles check investments and a variety of operational transactions. Detailed oriented and excellent follow up skills.
Collaboration & Client Relations: Works closely with a wide range of clients and professionals to ensure the continuous and satisfactory delivery of financial services to clients. Provides excellent responses to client inquiries and requests, building lucrative business relationships.
Project Management: Possesses exceptional multitasking and project management skills. Coordinates routine financial transactions, trains new employees and conducts performance appraisals with a keen eye towards improving workflow and process.
Key Strengths: Highly adaptable, rapidly learning new procedures and put new concepts into practice while quickly adjusting to changes in schedule, structure, environment, business climate and objectives. Outstanding interpersonal abilities, able to cultivate productive relationships.

Talent Bridge Agency- Temporary Positions
Financial Companies ▪ Charlotte, NC
2009 2010
Worked with a Firm in the IRA Department and utilized my detailed oriented skills processing IRA Distributions. Assisted Department meet their deadlines. I also worked with another firm on a special project adding compliant rules and regulations to a database and then applied them to portfolios.

P/T Sales Representative
Carolina Home Remodeling Co. ▪ Charlotte, NC
2009 - 2009
Gave information about Home Improvements to potential customers. Assisted in getting leads for the sales department.

P/T Administrative Assistant /Client Support Associate- Contractual
Insurance Agent /Reg. Rep. ▪ Charlotte, NC
2008 - 2009
Organized agents office. Developed easy follow up system in Outlook for all his clients, resulting in increased client retention. Helped process his daily transactions. Responded to and directed all client inquiries. Handled new applications and check processing. Worked with Fund Companies and the Mutual Fund Operations Department and Brokerage Department. Special projects and ran reports. Answered phones and calendar maintenance.

Operations / Administrative Coordinator & Liaison
First Capital Equities Wealth Management Company▪ Great Neck, NY
2000 2008
Handled a variety of account management and coordination tasks, including assigning new accounts to Custodians and Clearing Firms. Handled all incoming new account paperwork and appropriate documents, all incoming client check investments, ACAT or Non-ACAT transfers, stock certificate deposits and DVP Bond Trades. Improved workflow and interpersonal skills lead to increased client base and retention. Was lead go to person in the operations department.
Processed routine transactions, such as wire transfers, stock and mutual fund trades,
Processed monetary changes, distributions, contributions and transactions from various types of accounts, including different companies 401K, Pension Plans, Simple and SEP IRAs, 403Bs etc.
Followed up on monthly DCAs and all work processed
Trained new hires in the methodology of operational transactions
Conducted performance reports and cost-basis reports for tax purposes
Collaborated with clients and their accountants, actuaries and attorneys, responding to all inquiries and special requests
Reconciled accounts, manual transaction entries and account maintenance
Phone coverage and calendar maintenance.

Administrative Assistant, Part-Time
Jonathan Stone @ AXA Advisors ▪ Lake Success, NY
1999 2000
Collaborated closely with AXA Advisors of the NYC office. Handled all ACAT transfers and daily operating procedures. Responded to and directed all client inquiries. Managed new applications and check processing. Worked closely alongside Fund Companies and the Mutual Fund Operations Department and Brokerage Department. Phone coverage and calendar maintenance.

Administrative Assistant- CSA
David Lerner Associates, Inc. ▪ Syosset, NY
1998 1999
Responded to and directed client inquiries for a multi-million dollar investment firm while working under the top producing broker in the company, with a particular emphasis on resolving networked and non-networked fund problems, reserve redemptions, and stock and bond inquiries. Updated client income planners and summaries and worked alongside the Trading, IRA, Clearance, Operations, Cashiering and P&S Departments. Opened new accounts, calculated cost basis for tax purposes, handled ACAT transfers and various daily operating procedures. Answered phones, calendar management and travel arrangements.

Executive Secretary & Administrative Assistant
Tripp & Co., Inc. ▪ New York, NY
1995 1998
Acted as liaison between CEO and clients; between Operations and Trading Departments. Also assisted with sales and helped compose special reports for clients portfolios. Managed CEOs calendar, travel arrangements, handled expense and commission reports. Answered phones.

Various Positions
Computer Programming/ Computer Operations


Monte Carlo Class 2005
Title Closing Class 2003
Hofstra University ▪ Hempstead, NY

Real Estate Sales Training Certification-P/T NY Real Estate Agent 2006- 2008
Mortgage Class - Continuing Ed class for RE 2008
RETC Training Center ▪ Bayside, NY

Series 7 Training
Empire Stockbroker Training Institute ▪ Melville, NY 2004

Financial Planning
Fundamentals of Insurance for Financial Planning
American College Online 2004

Medical Transcription Training -Certificate
NY Medical Support Career Training Center ▪ Flushing, NY 2000

Associate of Applied Sciences in Data Processing
Minor in Accounting
Nassau Community College ▪ Garden City, NY
Graduated Magna Cum Laude- with a GPA of 3.9

Notary Public, State of New York


▪ Microsoft Office ▪ Schwab Institutional Website
▪ Junxure ▪ SEI Business Builder Website
▪ Centerpiece ▪ Pershing NetExchange Website
▪ Paperport
▪ Worlddocs ▪ Stellent/BETA Software


Quick Profile Summary

Linda Charlotte
Name: Linda Charlotte
Location: North Carolina,United States

Explore using SaleSpider

Businesses You May Be Interested In

 Business Picture
 Business Picture
 Business Picture
 Business Picture

People you may know from

 Business Picture
 Business Picture
 Business Picture
 Business Picture

Linda Charlotte’s Business Connections

Find more information on the Company

Share This Profile

Member Spotlight

Gerda LaGrasse Icon
Gerda LaGrasse
Creative Concealment

Business Spotlight

Rosenquist & Arnason, PC Icon
Rosenquist & Arnason, PC
Who Viewed This Page
Last Seen
Thursday August 11, 2016
Top Cities
Delhi 1.7%
Toronto 1.17%
Bangalore 1.1%
Top Browser
Chrome Chrome51.56%
Firefox Firefox14.07%
OS Expand
Device Expand
Language Expand
spacer pixel