Trade Associate Resume Sample
Chesley Schaefer
1460 Stamm Mill,
Philadelphia,
PA
+1 (555) 473 7538
Work Experience
International Trade Associate
09/2015
-
PRESENT
Houston, TX
- All lines of business within BMO Capital Markets, including Global Treasury Management, Trade Finance and Capital Markets
- Operations groups such as Global Trade Services and Global Financial Services
- Support groups such as the Business Research Group and the Law Department, etc
- Colleagues within International Financial Institutions
- Global Banking clients
- Data manipulation (significant volumes of data), statistics and project experience
- Intermediate to advanced knowledge of working with Word, Excel, Access and PowerPoint
Associate Manager Industry Event / Trade Show
08/2009
-
07/2015
Phoenix, AZ
- Proven ability to handle competing priorities/tasks
- Read and understand legal rules, regulations and laws
- Financial services knowledge – ideally including Clearing and/or Derivatives
- Overall knowledge of the Clearing business
- A good understanding of the management of Derivatives clearing and settlement procedures
- Experience of working in a Derivatives back or middle office environment
- Extensive LME clearing exposure
- Strong focus on governance and control
- Good knowledge of Microsoft applications
Economic Growth & Trade Practice Associate
06/2004
-
03/2009
Dallas, TX
- Competencies to include professionalism, both personally and the ability to encourage professionalism of the team. Strong analytical skills and a creative way of thinking. Excellent communication skills. Numeracy, speed and attention to detail is important as is the ability to work as part of a team and in a high pressure environment
- Proficient in Microsoft Power Point and Excel
- Data entry and management of all communicated contracts and amendments from international offices
- Execute orders received from traders and brokers via telephone, e -mail, and instant message
- Manage, organize and maintain GTC orders
- Work with Execution and Accounting on contract, pricing and quantity information
- Manage value dates on counterparty invoices and process payments
- Work with Credit on reporting and managing A/R and A/P on weekly and monthly basis
- Balance position on daily basis and inventory on monthly basis
Education
DeVry University - Phoenix
1998 - 2003
Bachelor's Degree in Business
Professional Skills
- A strong written and verbal communicator-interact with a wide range of individuals in a variety of situations, which frequently require tact, diplomacy and discretion
- Excellent people skills and time management
- Possess strong verbal written communication skills
- Basic PC Skills such as Excel, Word, and Outlook etc
- Communication skills in both English and Japanese
- Initiating opposition, invalidity and revocation proceedings
- Work in a fast paced environment with competing priorities while meeting deadlines and collaborating with a team
How to write Trade Associate Resume
Trade Associate role is responsible for software, retail, finance, credit, training, database, security, trading, reporting, design.
To write great resume for trade associate job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Trade Associate Resume
The section contact information is important in your trade associate resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Trade Associate Resume
The section work experience is an essential part of your trade associate resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous trade associate responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular trade associate position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Trade Associate resume experience can include:
- Detail oriented, organized and excellent documentation skills
- Professional telephone etiquette skills
- The ability to communicate effectively (clearly, concisely and professionally) with internal and external clients is essential
- Multitask and prioritize multiple projects in a busy, demanding environment
- Marketing or graphic design experience
- Export and Import trading experience
Education on a Trade Associate Resume
Make sure to make education a priority on your trade associate resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your trade associate experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Trade Associate Resume
When listing skills on your trade associate resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical trade associate skills:
- Identifying and implementing innovative ways to improve the effectiveness and efficiency of the team’s broker and forwarder monitoring process
- Making good communications with supplier, forwarder and logistic team in order to realize shipment as per customers’ request
- An understanding, knowledge and experience in financial industry
- Evaluate service contract with multiple shipping conditions to utilize most cost-effective carriers
- 3+ of experience working in financial industry
- Experience of Export procedures and operations as well as trading rules
List of Typical Experience For a Trade Associate Resume
1
Experience For International Trade Associate Resume
- Review & Validate e214’s
- 0-2 Experience in the Trade and/or Retirement industry
- Performs pricing and promotion analysis using syndicated, internal, and customer data sources
- Gains knowledge of customer planning process, CPG pricing and promotion execution processes
- Basic knowledge of Retirement Plans and/or NSCC/Fund Serv trading and settlement platforms
- Work well as a team member; ability to multi-task and work in a fast paced environment with some functions having strict deadlines to adhere to
2
Experience For Associate Manager Industry Event / Trade Show Resume
- Partners with sales and field based trade planning resources to implement customer plans
- Basic understanding of futures markets
- Basic understanding of futures market terminology
- Basic understanding of spread orders
- Basic understanding of exchanges
- High level of multi-tasking ability
- Working knowledge Incoterms and International Trade
- Perform daily checks and troubleshooting of performance control reports to ensure no issues in regional KPI/ performance
- Complete settlement transactions for all vessel activity
3
Experience For Trade Execution Associate Resume
- Well-organized and the ability to work independently
- Proficient in Microsoft Office Word and Excel Software
- Manage and meet expectations of both internal and external clients
- Recommends strategies and tactics to improve sales and profits in high impact retail packaged product categories
- Provide direction, input and guidance to the Senior International Trade Manager for ASG and all Division employees including education and training in export controls in conjunction with Corporate International Trade Compliance (CITC) guidelines
- Provide export/import compliance advice and guidance to contract representatives and program managers for particular international business projects via in-person meetings, telephone discussions and e-mail exchanges
- Participate in conferences with technical experts to determine export/import control requirements for complex technical projects via in-person meetings, teleconferences, and e-mail exchanges
- Work with the Leidos technical point of contact to review presentation materials - including oral delivery and anticipated Q&A - for technical data (as defined in the ITAR – 22 CFR 120.10) prior to technical presentations to non-US persons in the US or abroad
- Review all documentation including publications, web-site postings, slide presentations, demonstrations, or videos developed within the BU to ensure that export-controlled data is not contained therein. If required, coordinate submissions to the Office of Security Review (OSR)
4
Experience For Economic Growth & Trade Practice Associate Resume
- Review and approve foreign national hires within the Group to ensure export compliance and to obtain licenses as required
- Serve as an export compliance reviewer for the International Business Review Board (IBRB) electronic review system and approve proposed Group international business activities that are compliant with applicable U.S. export regulations prior to routing through the IBRB system for corporate approval
- Coordinate all Export and Import Shipments: Review /sign Shippers Letter of Instruction (SLI) and Commercial Invoice for all hardware exports and work with shipper to coordinate with Leidos approved freight forwarder. Ensure that mandatory AES filings are completed by freight forwarder
- Responsible for approving and reviewing for accuracy any requests for the export of PPE made under a DSP-73 license and/or PPE items controlled under the EAR being exported under License Exception
- Compliance: Maintain records of all export authorizations and document shipments against active licenses and maintain records in the online storage database
- Work with the Leidos technical point of contact to review presentation materials, including oral delivery and anticipated Q&A - for technical data (as defined in the ITAR – 22 CFR 120.10) prior to technical presentations to non-US persons in the US or abroad
- Insurance and annuity products experience
- Coordinate with custom broker for import products of California office
5
Experience For Trade Review Associate Resume
- Corroborate with Cargill Tax & Customs team for import products with applicable US regulations
- Suggest and advise to team member about the ship back products
- Communicate with supplier/trucker to secure delivery on the requested date
- Adjust delivery date upon request from customer and reschedule
- Monitor if delivery is done, and check the actual volume delivered
- Payment and receipt
- Confirm A/P and A/R with applicable company policy and credit limit
6
Experience For Trade Show Associate Resume
- Experience in a law firm or government setting, with experience in compliance and enforcement matters implicating ITAR, EAR, OFAC sanctions, and FCPA
- Knowledge of international and US contracts process or import / export compliance
- Develop expertise and judgment in complex areas of regulation
- Series 7, 66 and Resident State Insurance License (Life and Health) are required within 12 months of hire
- Bachelors in Finance or related field required
- Able to convey sensitivity to international counterparts
- Bilingual in English and Spanish. (written and oral)
7
Experience For Junior Trade Marks Associate Resume
- Communicate via email and over the phone to ask detailed questions and follow up for answers
- Support and coordinate the Global and Regional Tender/RFQs response with the alignment with the Regional Trade Lane managers,
- Review of Trade Information about demands and derivation of the supply and proposal preparation,
- Series 7, 66 & Resident State Insurance License (Life and Health) within 12 months of hire
- Performs the initial review of all Annuity Withdrawals, Sub pays, New Purchases, and Exchanges
8
Experience For Associate, Global Trade & Banking Resume
- Ensures that all paperwork has been completed properly, that all Stifel acknowledgment letters are completed and signed, and that the transactions have been approved and signed by the appropriate Supervisor or member of branch management
- Ensures that investment objectives and financial information on Stifel’s Account Demographics match the objectives on the Transaction Detail Report/Acknowledgement Letters
- Interacts with FAs and Branch Supervisors providing information related to errors found or data elements in question. Professionally handles objections for delayed or cancelled transactions and adequately explains such situations to Manager
- Provides limited assistance to FAs and Sales Assistants related to paperwork requirements, submission process and uploading of requests to the Insurance Database
- Works closely with the Licensing/Registration and Annuity Operations Departments on a daily basis
9
Experience For Trade Correction Associate Resume
- Communicate with suppliers/customers/forwarders with appropriate way
- Sales Assistant
- Review and approve all International Travel via the International Travel Request System (ITRS) in order to ensure license requirements (if any) are addressed prior to business unit employee travel. Reviews include but are not limited to hand carry or shipment of technical data or ITAR or EAR-controlled items and proposed interactions with foreign nationals
List of Typical Skills For a Trade Associate Resume
1
Skills For International Trade Associate Resume
- Experience working with Microsoft Office Suite (excel, word and Access)
- 1yr Insurance and annuity products experience
- 3yrs financial industry experience required
- Strong attention to details required
- Prioritize multiple tasks and organize tasks
- Excellent attitude aptitude to learn and work independently
2
Skills For Associate Manager Industry Event / Trade Show Resume
- Creating, documenting, and implementing processes for reviewing broker and forwarder transactions
- Filing, prosecuting and renewing trade marks
- Setting Procut Pricing Model rates to the network with working closely with the Trade Lane Management instruction,
- Conducting and reporting trade mark availability searches online and through search agents
- Seeking knowledge from multiple sources regarding the technical aspects of international trade
3
Skills For Trade Execution Associate Resume
- Making payment and confirm the cash receipt on time through accounting team
- Managing the specific business, Carrier profiling and allocation uploaded into the Ocean system and distribution to the network,
- Advising clients on their trade mark portfolios in general
- Prosecuting opposition, infringement and revocation proceedings
- Recording of mergers and acquisitions
- Advising clients on other IP related matters e.g. designs, copyright, domain names
- Communicating with cross-functional teams, e.g.; customer service, transportation, and facility contacts, to accomplish core responsibilities and project goals
4
Skills For Economic Growth & Trade Practice Associate Resume
- Assisting with continuous improvement processes
- Logging maintenance and request for approval for additional bills
- Recordkeeping maintenance review and quality audit
- Monitoring port status and condition of the inland transportation and notify team member / CJL periodically
- Tracking of shipments for internal personnel
- Managing the nominated carriers and Ocean business fulfillment, contribution in cost and price calculations,
- Data research as needed for purchase orders container tracking invoice payment tracking and entry record keeping
- Frequent, long periods of working in standard office environment using standard office equipment
- Develop and maintain working knowledge of CIBC’s full breath of products and services for Banks, with particular focus on trade finance product
5
Skills For Trade Review Associate Resume
- Maintain historical databases for audit and Customs and record keeping provisions
- Manage and update system exceptions for shipments going to Canada and maintain records for export
- Search for suitable vessel to meet requested shipping schedule
- Arrange a container booking upon request from sales person in charge of CJL (Cargill Japan Limited)
- Inform booking confirmation to Tokyo office by email or fax
- Prepare shipping documents correctly by deadline and send to CJL
- Organize copies of shipping documents in the company files
- Notify wire payment schedule to accounting team
- Independent – Ability to take on tasks with limited direction
6
Skills For Trade Show Associate Resume
- Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm’s resources efficiently. The ability to work effectively in a high volume department and extremely detailed work environment
- A balanced temperament to work in an environment that stresses customer service and upholding company policies, especially when delaying or canceling transactions
- Manage multiple projects, set goals and prioritize tasks
- Communicate between supplier and CJL to secure approved lot prior to shipment
- Able to consider the relative costs and benefits of potential actions and choose the most appropriate one that provides a benefit to the client
- Help identify new product needs and communicate them to appropriate internal team(s)
7
Skills For Junior Trade Marks Associate Resume
- As needed, support product development process
- The day-to-day management of trade mark portfolios
- General maintenance of other smaller trade mark portfolios
- Collaborative team player driven by organizational results
- Utilizing strong analytical, problem solving, and communication skills in daily activities, e.g.; analyze international data and transactions, resolve issues, gather and share knowledge
- Proactively identifying risks and raising compliance concerns to leadership in a timely manner
8
Skills For Associate, Global Trade & Banking Resume
- Authority to access the full range of resources the Bank has available for use in the service of our clients and the achievement of the Bank’s business objectives
- Account coding for all incoming freight arrival notices and customs invoices
- Confirm billing accuracy against freight and cost schedules and following corrective actions as necessary
- Maintain the filing/record keeping requirements for the Compliance Department
- Format A/P International invoices and billing summary documentation in preparation for review and payment
9
Skills For Trade Correction Associate Resume
- Upload invoices to an Access historical database for audit and record keeping purposes
- Coordinate communication between vendors accounts payables and department management freight carriers and internal departments
- Internal communication liaison between vendors and accounts payable
- Customs Declaration/Entry Value Audit – review value and other key statistical requirements declared on Customs’ transactions
- Lacey Wood Declaration Audit – review values declared and report harvest country and genius/species mismatches to sourcing as well as accuracy to documentation supplied for shipment
- Oversee data Integrity for all source documentation required by U.S. Customs Border Control’s A(1)a list
10
Skills For Gds-global Trade Associate Resume
- Audit of all International Declarations maintain audit process controls
- NAFTA trust but verify audits
- Confirm availability of shipment to supplier
- Notify Tokyo office once the container is shipped and follow the status
- Arrange pre-shipment samples to CJL
- Support Sales manager to settle the problem related in logistics
- Gather the service contract information and prepare comparison charts
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