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Stephanie Shand

@stephanieshand

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Dep Ops Admin Assistant with 9+ years of experience in finance, providing client-focused service.

United States

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What I'm looking for

I am seeking a role that values customer service excellence and offers growth opportunities.

Currently working as a Deposit Operations Administrative Assistant in banking and previously worked in Financial Planning for about 7+ years. My focus was on quality control, client onboarding, streamlining operational processes and account funding. Have transferred upward of $30M+ as part of the client onboarding process adding to the firm’s AUM.

Experience

Work history, roles, and key accomplishments

Current

Owner/Notary Public

Current

S. Shand Mobile Notary Services LLC

Oct 2022 - Present (2 years 8 months)

Managed inspection workload remotely and coordinated property inspections through virtual communication. Conducted thorough inspections and ensured compliance with regulations.

Remote Work Compliance Client Communication Time Management Task Management Problem Solving Documentation

Current

Deposit Operations Administrative Assistant

Current

Magyar Bank

Feb 2023 - Present (2 years 4 months)

Responsible for daily preparation and review of ACH Proof, ensuring accuracy and compliance. Provided customer support for online banking inquiries and managed overdraft programs, ensuring compliance with internal policies.

ACH Customer Support Compliance Data Analysis Remote Work Time Management Conflict Resolution Quality Control Documentation

Invest Staff Spec/Client Svc Assoc

RCL Advisors LLC/Wealth Enhancement Group

Feb 2019 - May 2022 (3 years 3 months)

Onboarded new accounts for clients, ensuring accurate setup and compliance. Processed paperwork for investments and maintained records for compliance reviews.

Onboarding Compliance Documentation Data Analysis Virtual Collaboration Administrative Support Investment Communication Time Management Problem Solving Remote Work Remote Collaboration Remote Team

Client Services Associate

Housen Financial Group/Mariner Wealth Advisors

Jul 2015 - Feb 2019 (3 years 7 months)

Facilitated account establishment for clients, ensuring compliance with regulations. Managed administrative tasks and conducted quality control checks on paperwork.

Client Services Compliance Documentation Administrative Support Quality Control Account Management Communication Time Management CRM Management

Education

Degrees, certifications, and relevant coursework

William Paterson University

Bachelor of Science, Financial Planning

B.S. in Financial Planning with a minor in Accounting. Developed a strong foundation in financial principles, investment strategies, and accounting practices, preparing for a career in financial services.