GWIM Senior Operations Representative Cover Letter

I would like to submit my application for the GWIM senior operations representative opening. Please accept this letter and the attached resume.

In my previous role, I was responsible for fund and transaction support, including reporting, operations and financial management, throughout the lifecycle of Macquarie Infrastructure and Real Assets funds and products;.

My experience is an excellent fit for the list of requirements in this job:

• Career oriented individual seeking to grow within the organization
• Intellectually curious with a mindset focused on deep understanding of business processes supported
• Is flexible and adapts easily to change
• Intermediate experience with Microsoft Excel to include formulas, filtering, sorting, running saved macros, pivot tables
• Understanding of Alternative Investments (AI)
• Previous experience working for a Fund Company
• Familiar with Brokerage technology/systems
• Risk-based decision making skills

I am excited to be applying for the position of GWIM senior operations representative. Please accept this letter and the attached resume as my interest in this position.

In my previous role, I was responsible for support in ensuring strong internal control environment and provides guidance and training to both internal and 3rd party providers on the updated financial and operational policies and procedures.

Please consider my experience and qualifications for this position:

• Provide navigational and tutorial support for Branch Offices
• Maintain an awareness of Investment Advisory Program platform changes, enhancements and requirements
• Build sustainable relationships through interaction with various branch and home office partners to deliver multi-faceted solutions
• Provide real time feedback from branch offices leading to strategic innovation
• Proven experience verbally delivering complex information clearly, concisely and understandable to the client/recipient, while quickly establishing trust and exuding positivity and confidence
• Proven experience with effectively proofreading, editing and/or quickly identifying errors, while understanding the cause of the error and taking action to implement sustainable solutions
• Resolve open items in error accounts
• Internet Service Provider at home (no public WiFi or Internet)

I am excited to be applying for the position of GWIM senior operations representative. Please accept this letter and the attached resume as my interest in this position.

In my previous role, I was responsible for leadership, expertise, and dedicated focus on accounting and operational process consistency within all plants to ensure accurate and reliable financial and operational reporting.

I reviewed the requirements of the job opening and I believe my candidacy is an excellent fit for this position. Some of the key requirements that I have extensive experience with include:

• General knowledge of accounting and financial reporting
• Career oriented teammate seeking to grow within the organization
• Ensure all reporting is compiled completely and accurately
• Complete US Trust reporting
• Monitor accounts for abnormal balances
• Create and modify repetitive wire lines
• Facilitate manually offsetting open ledger items
• Initiate and track open system access reviews

I would like to submit my application for the GWIM senior operations representative opening. Please accept this letter and the attached resume.

In my previous role, I was responsible for support to assigned plant controllers, enforcing proper accounting policies and procedures, analyzing plant financial reports and investigating variances if necessary.

My experience is an excellent fit for the list of requirements in this job:

• Assist with project work at the discretion of management
• Mandatory Overtime hours as needed
• Respond and research emails received from various group mailboxes respond to phone calls
• Re-register State of Israel Bonds received as a result of an asset transfer, assist branch offices on new purchases and advise of upcoming maturing bonds along with documentation requirements
• Partner with Loan Management team on instructing the transfer agent share on any pledge collateral loans whereby Merrill Lynch is the pledgee
• Support the conversion of shares to publicly traded process any forced liquidations with the transfer agent
• Knowledge of Managed Products program requirements, platform changes and enhancements
• Resolves inquiries via the Merrill Lynch Service Network from internal partners regarding the enrollment, maintenance, and termination of accounts in the Investment Advisory Program

I submit this application to express my sincere interest in the GWIM senior operations representative position.

In the previous role, I was responsible for quality service and effective and efficient operations support for the assigned area's internal business partners and/or external customers and clients.

Please consider my qualifications and experience:

• Sufficient room to set up a laptop, monitor, keyboard and mouse
• Comfortable space to work for a full shift
• Quiet, private and SECURE space in which to work
• Proficient in Excel in using macros, formulas, pivot tables and VLookup to meet extensive reporting requirements
• Quick learner, self-motivated, and able to work in a team atmosphere
• Meet deadlines, complete work in a timely manner without error
• Good 10-key and data entry skills, effective verbal/written communication skills and analytical skills
• Knowledge of Oil & Gas Accounting, OilDex, Cash Pro