Responsibilities for this position include but are not limited to the following:•Data entry•Contacting vendors•Creating new vendor accounts•Create and modify Microsoft Excel Spreadsheets•Create and provides vendor data insights•Merging of duplicate accounts/dedupe process•Vendor screenings (i.e. public records search)•Contacting vendors about decline status (i.e. liens, judgments, bankruptcy, criminal)

Effectively communicated technical data requirements to decision-makers, facilitating better understanding and alignment across the organization.Utilized Marketo as an admin user and SF as Marketing Admin user, demonstrating proficiency in handling object relationships,includingLead, Person Account, Contact and Business Contact.Demonstrated proficiency in Python fundamentals, utilizing scripting fo data manipulation automation.

I provide my clients with advice on financial matters, making recommendations on ways to best utilise their money. The role involves researching the marketplace and advising clients on products and services available, ensuring they are aware of and understand those that best meet their needs, and then securing a sale.I specialises in particular products, depending on their clients, e.g. Term Insurance and Variable Life Insurance. Others are generalists, offering advice to clients in all of these areas, plus savings plans and insurance.In order to give financial advice, I must have professional qualifications and follow strict financial industry rules.I may also be known as financial planners or wealth managers.

QA Tasks and Responsibilities:1. Draft quality assurance policies and procedures.2. Interpret and implement quality assurance standards.3. Evaluate adequacy of quality assurance standards.4. Devise sampling procedures and directions for recording and reporting quality data.5. Review the implementation and efficiency of quality and inspection systems.6. Plan, conduct and monitor testing and inspection of materials and products to ensure finished product quality.7. Document internal audits and other quality assurance activitiesinvestigate customer complaints and non-conformance issuescollect and compile statistical quality data.8. Analyze data to identify areas for improvement in the quality system.9. Develop, recommend and monitor corrective and preventive actionsprepare reports to communicate outcomes of quality activities.10. Identify training needs and organize training interventions to meet quality standards.11. Coordinate and support on-site audits conducted by external providers.12. Evaluate audit findings and implement appropriate corrective actions.13. Monitor risk management activities.14. Responsible for document management systems.15. Assure ongoing compliance with quality and industry regulatory requirements.