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Accounts Administrators are responsible for various financial transactions and for documents such as bank statements, payrolls, expenditures and others. They monitor the accuracy of financial documents and are also involved in administrative and clerical tasks. The most successful Accounts Administrator sample resumes highlight accounting knowledge, attention to details, critical thinking ability, integrity and proactivity. Related experience for at least three years is necessary, too. Resumes including a Bachelor's Degree in accounting are preferred by most employers.

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1

Accounts Administrator/client Services Representative

Instrumental in the acquisition of a $7 million asset account due to exceptional customer service. Directly supported the most successful four-person wealth management practice group in the branch with over $500 million in assets under management

  • Established contact with high net worth individuals and responded to account inquires
  • Effectively ensured accurate entry for equity and fixed income orders and that margin calls were honored
  • Collaborated with clients' accountants to reconcile 1099s to reflect accurate gains and losses
  • Generated daily performance reports including custom asset allocation analysis reports, client presentations
  • Opened new accounts and matched clients' specific needs to products offered. Maintained accounts including security/asset movement and balanced account errors
Candidate Info
9
years in
workforce
1
year
at this job
AA
Business Administration
BS
Finance And Marketing
2

Registered Accounts Administrator

Served as key liaison between high net-worth clients and team of financial advisors, providing ongoing support in the client acquisition processes, servicing of existing client accounts, and ongoing portfolio analysis

  • Led investment initiatives for high net-worth Latin American clients with team of financial advisors by conducting
  • Executed high volumes of equity, fixed income, derivative, & mutual fund trades in a high-stress environment
  • Augmented net commission revenue by at least $2,000/day; handled an average of 15+ trades daily
  • Helped drive investment opportunities and grow assets under management by maintaining spreadsheets and production metrics
  • Served as team's broker by tactically positioning investment products to clients during daily outbound calls
Candidate Info
4
years in
workforce
2
years
at this job
AS
Business Administration
BA
Business Administration
3

Accounts Administrator

Developed marketing and educational materials for gap insurance Profit Option

  • Implemented convenient and cost-effective distribution of marketing material;
  • Instructed and managed 125 general agents and direct sales employees in 42 states
  • Stimulated the department's revenue from $50,000/month to $550,000/month in 6 months
  • Ensured proper installation of program for multi-million dollar companies; provided
Candidate Info
3
years in
workforce
11
months
at this job
BS
Biology
4

Registered Accounts Administrator

Served as key liaison between high net-worth clients and team of financial advisors, providing ongoing support in the client acquisition processes, servicing of existing client accounts, and ongoing portfolio analysis

  • Led investment initiatives for high net-worth Latin American clients with team of financial advisors by conducting
  • Executed high volumes of equity, fixed income, derivative, & mutual fund trades in a high-stress environment
  • Augmented net commission revenue by at least $2,000/day; handled an average of 15+ trades daily
  • Helped drive investment opportunities and grow assets under management by maintaining spreadsheets and production metrics
  • Served as team's broker by tactically positioning investment products to clients during daily outbound calls
Candidate Info
4
years in
workforce
2
years
at this job
AS
Business Administration
BA
Business Administration
5

Human Resources Coordinator / Payroll & Accounts Administrator

Addressed employee relation issues, work complaints, or other employee concerns

  • Arranged for in-house and external training activities
  • Conducted exit interviews and ensured completion of necessary employment termination paperwork
  • Developed or implemented recruiting strategies to meet current or anticipated staffing needs
  • Managed life cycle of payroll process for approximately 40 employees valued at $50,000 per week, from collecting and validating employee timesheets to processing payroll and paying payroll taxes
  • Processed payroll deductions such as child support garnishments and 401K deductions
  • Oversaw and controlled all accounts payable responsibilities, and managed 941 tax duties
Candidate Info
8
years in
workforce
2
years
at this job
BS
Business Administration O
MS
Human Resource Management
6

Key Accounts Administrator

Supported Director and Manager in presenting written and electronic presentations;

  • Secured samples, reviewed proofs, and otherwise supported KADs and KAMs in incorporating changes and developing new products for key accounts;
  • Maintained current contract and account information for all key accounts;
  • Assisted in planning and preparation for trade shows/conventions and customer visits andmeetings.
  • Prepared standard and customized reports for KADs and KAMs tracking account activity.
  • Responded to questions from Brand Services Teams regarding product or administrative specifications for key accounts.
Candidate Info
15
years in
workforce
1
year
at this job
7

Assistant Accounts Administrator

Performed accounting tasks and client support services for defined contribution plans.

  • Completed daily processing and accounting for 401(K) employee trust accounts for 8 major clients.
  • Prepared daily, monthly and annual reconciliation for assigned accounts ensuring accuracy and compliance within the established accounting guidelines.
  • Identified, researched and resolved account discrepancies, communicating same to management.
  • Mailed monthly account statements for clients review guaranteeing that clients possessed an accurate, up-to-date understanding of transactions.
  • Assisted with coverage for other accounts and projects as needed, maintaining strong, collaborative relationships with clients and internal co-workers.
  • Provided training and support to new account administrators.
Candidate Info
5
years in
workforce
5
years
at this job
BS
Business Administration
MBA
Strategic Marketing Management
8

Accounts Administrator

Worked with the Managing Partner of a law practice to reduce outstanding Accounts Receivables.

  • Paid monthly operating expenses, Accounts Payable, drafted checks and reconciled bank accounts.
  • Audited and updated existing Accounting systems with recommendations for improved financial efficiency.
  • Calculated current and outstanding Income Taxes for Attorneys and firm. .
  • Eliminated 3-year backlog of outstanding taxes.
Candidate Info
9
years in
workforce
7
months
at this job
C
Employment Law
BA
English
MBA
Master of Business Administration
9

Executive Accounts Administrator

Performed executive and administrative duties and provided technical guidance on administrative matters to other personnel.

  • Provided multi level support to two organizations of the company.
  • Wide knowledge of system generated reports and data in SalesForce
  • Managed over 100 customer accounts and billing processes, along with new clienteles.
  • Maintained and established relationship with individuals in the industry.
Candidate Info
11
years in
workforce
4
years
at this job
10

Accounts Administrator

Reviewed all incoming accounts, created new account records and updated existing records

  • Managed databases of client details, including contacts, transfer of assets and deposits
  • Tracked and reported assets and delivered weekly reports to the Investment Committee
  • Handled all incoming client checks for scanning, logging and overnight mailing to custodians
  • Followed up on client accounts, transferring assets and checks and updated custodian database
  • Provided assistance to the operations department in maintaining client accounts
  • Created digital templates and implemented new procedures for the Client Services Team to generate detailed account records, log and track all terminating accounts
Candidate Info
10
years in
workforce
2
years
at this job

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