Robert McLeish: Account Manager in Ladera Ranch, CA

•Record and document security transactions, such as purchases, sales, conversions, redemptions, and payments, using computers, accounting ledgers, or certificate records. • Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems. • Compute total holdings, dividends, interest, transfer taxes, brokerage fees, or commissions and allocate appropriate payments to customers. • Prepare forms, such as receipts, withdrawal orders, transmittal papers, or transfer confirmations, based on transaction requests from stockholders.