1. Maxsandra Edwards
30 AMELIAN ROAD, RANDOLPH, MA 02368
617-833-3970, EDWARDS_BSB@YAHOO.COM
Operations Support ~ Customer Service ~ Business Development
Support-focused with a concentration in financial systems with 7 years of experience in client services, broker
dealer operations, marketing, sales and mutual fund development. Solid understanding of commissions and payment
structures and knowledgeable in account openings and providing analytical and historical insight into payment balances
via written and verbal communication. Successfully determined various commission discrepancies of payment though
maintaining a high level of support and ongoing decision-making abilities under constricted deadlines. Strength in
customer service to financial professionals and clients. Demonstrated ability to independently coordinate operations
and maintain optimal efficiency. Effective in work provision, critical thinking, and performing in fast-paced
environments.
Areas of Expertise
Web-Based Workflow Systems  Strategic Planning & Reporting  New Hire Orientations  Client Needs Assessment
Training & Developments  Process Improvements  Account Management  Decision Making Skills
Mainframe Payment Applications  Business Development  Leadership Development
Market Strategies  Problem Solving Skills  Microsoft Office Suite
SUN LIFE, Wellesley, MA 2014 - Present
Operations Analyst, Commissions
 Generate interest for client accounts using numerous web based system, assist account teams in investigating and
studying commission statements as well as calculated Annual Group bonus payments.
 Deliver excellent customer service to internal and external clients, address, emails and incoming phone calls
regarding Broker Commission resolution and provide messaging towards concerns connected to policy rate
changes.
 Calculate new group businesses by Distribute Broker Bonus payments, respond to levy, process annual schedule
and contribute to a positive team environment in the Insurance sector through team building efforts.
STATE STREET BANK AND TRUST, North Quincy, MA 2008 - 2013
Market Entrance Analyst
 Controlled web content for the mutual funds division and organized account opening requests for Broker Dealers
using organized opening documents and system based applications.
 Recommended clarifications to account opening forms, operational actions such as email communication and web
content viewings to correspond to updated securities regulatory organizations like the SEC, FINRA.
 Successfully contributed to the launch of an account opening data base by ensuring systems measured as expected
and determined interruptions to service delivery in an efficient manner.
 Implemented market entrance strategies for clients using expertise in foreign investment regulations and knowledge
of client fund structures and audited opening confirmations using State Street’s Multi horizon currency system.
PIONEER INVESTMENTS DEALER SERVICES, Boston, MA 2006 - 2008
Sales Support Representative
 Accurately fixed issues with Financial Representatives and Broker dealers in the field and researched Broker
payments and changes using ACS systems.
CUSTOMER AND FINANCIAL SERVICE PROFESSIONAL
PROFESSIONAL EXPERIENCE

2. MAXSANDRA EDWARDS Page, 2
…Professional Experience Continued…
 Demonstrated outstanding prioritization and decision-making skills under varying circumstances and connected
fund changes to other Back-offices and Broker Dealer Branches.
 Consolidated multiple representative records and requested changes to dealer records, motivated trades between
wholesalers’ territories, administered trade corrections and fulfilled sales desk system requests.
JOHN HANCOCK SIGNATURE SERVICES, Boston, MA 2005 - 2006
Mutual Funds Processor
 Facilitated policy holders in payment and trade requests in respective accounts, purchased and converted mutual
funds into client accounts using scanned checks and requirements.
 Efficiently reviewed and treated transactions using TA and ACS i.e., new applications, transferring and redeeming
checks and completed all written maintenance applications.
 Originated and responded to representative and client inquiries while providing excellent customer service support,
directed customer inquiries and outgoing correspondence for both internal and external clients.
BANK OF AMERICA, Boston, MA 2005 - 2005
Bank Teller
 Acknowledged customer necessities and referred financial products and services to consumers and small business
customers along with controlled transactions accurately in accordance with established policies and procedures.
 Ensured regulatory requirements, such as the Anti-Money Laundering and Bank Secrecy Act are adhered to.
 Positively contributed to a team environment in the banking center through 360-degree coaching.
Bachelor of Science, Business Administration (B.S.B.A)
University of Hartford, West Hartford, CT, 2005
EDUCATION