Aicha Majdoub Email & Phone Number

Calgary, Alberta, Canada

- Process trades, purchases, and sales of client funds using.- Input client financial data and specifications based on documentation.- Monitor client accounts for any unexpected changes.- Communicate with clients about account activity and changes or issues with accounts.- Prepare and send paperwork to clients based on Advisor recommendations.A- Assist clients with completing necessary paperwork.- Notate all correspondences with clients, and head office, into client profiles.- Audit profiles to ensure all processing has been completed correctly.- Verify that advisor recommendations do not contradict previous trades.- Utilize software such as ActionPro and Navigatorfor monitoring accounts, placing trades, and storing all client data.

Redondo Beach, California, United States

- Create training procedures for new hires and existing employees.- Create protocols that optimize hospital procedures and accommodate COVID-19 restrictions. - Navigate issues and manage dissatisfied clients.- Communicate with other providers regarding mutual patients.

Torrance, California, United States

- Interact with distressed clients and provide resources and information.- Manage administrative duties and large transactions.- Report to superiors regarding any needed changes in procedures or customer issues

Redondo Beach, California, United States

- Schedule patient appointments and provide them with resources and information.- Implement training protocols for new and existing employees.- Assist Veterinarian in daily tasks.

Education record

Education record

Education record