• Assisted financial advisors in preparing client portfolios and investment strategies, conducting research to support investment recommendations.• Supported the creation of detailed financial plans, including retirement, estate, and tax planning.• Assisted in managing client communications, scheduling meetings, and preparing documentation for client interactions.• Participated in team meetings and strategy sessions, gaining exposure to wealth management practices and client relationship management.• Led coordinating efforts across multiple locations for a nationwide intern clean-up project.

• Delivered exceptional customer service by assisting with orders, answering questions, and ensuring a positive experience.• Prepared and served high-quality beverages and food items, including espresso drinks, teas, and pastries, while operating equipment efficiently.• Maintained cleanliness and organization of workstations and customer areas, adhering to health and safety standards.• Managed cash register operations, handling payments accurately and balancing cash drawers.• Collaborated with team members to meet peak service demands and ensure smooth store operations.

• Assisted in preparing and filing federal and state tax returns for individuals and businesses, ensuring accuracy and compliance with current tax regulations.• Conducted research on tax law changes and their implications for client tax strategies, helping to provide informed recommendations.• Supported senior tax professionals in analyzing financial statements and tax documents to identify potential deductions and credits.• Utilized tax software and tools to streamline processes, enhance efficiency, and ensure precise calculations.• Gained exposure to a variety of tax issues, including corporate tax, individual tax, and international tax, broadening understanding of diverse tax scenarios.

• Learned and maintained proficiency in first responder skills such as First Aid and CPR to offer individuals in distress optimal support.• Introduced games and drills, which helped students to better develop skill levels.• Encouraged everyone to cultivate strong work ethic by demonstrating diligence, patience and respect for others.• Demonstrated all swimming strokes and observed athletes carefully to correct technique and form.• Taught daily swim instruction to students varying in ages and skill levels.• Implemented exercise programs and training strategies to bolster individual and team performance.

• Maximized customer satisfaction by greeting pool patrons with courtesy and resolving issues promptly.• Enforced all rules and regulations to keep patrons safe.• Educated swimmers on safety requirements and enforced strict rules to protect beachgoers.• Monitored safety of guests in and around swimming pool.

• Assisted customers by answering questions and fulfilling requests.• Replenished sales floor merchandise and organized shelves, racks and bins for optimal appearance.