• Provide excellent customer service and support to clients with their inquiries and concerns, as well as processing transactions accurately and efficiently• Process routine financial transactions, including deposits, withdrawals, fund transfers, and check cashing while ensuring accuracy and compliance with banking policies and procedures• Assist customers in opening and closing accounts, updating account information, and processing account transactions while investigating and resolving customer complaints, discrepancies, and issues in a timely and effective manner• Maintain accurate customer records, assist with online and mobile banking, and cross-sell the bank's products and services

• Managed the administrative tasks of the CEO/Owner while effectively managing and organizing complex executive calendars, scheduling meetings, appointments, and travel arrangements• Served as a primary point of contact between senior executives and internal/external stakeholders while handling incoming communications, emails, and prioritizing messages for timely responses• Planned and coordinated travel logistics, including flights, accommodations, and ground transportation, with an emphasis on cost-effectiveness and efficiency• Created, edited, and proofread various documents, presentations, and reports while managing highly sensitive and confidential information with the utmost discretion and professionalism

• Acted as the connection between the company and its clients to facilitate and maintain healthy business relationships while helping clients that needed guidance • Gathered and analyzed customer feedback to identify trends, areas for improvement, and feature requests while managing the databases of clients in the CRM• Identified upsell opportunities and collaborated with the sales team to drive revenue growth while supporting the renewal process for existing customers • Fostered a sense of community among Englease.com users through forums, webinars, and social media engagement while checking in on clients and making sure that they were satisfied with the services

• Worked with the Senior Associate at the assurance department of the UAE where the schedules of the auditors were handled• Communicated effectively with team members and clients, seeking guidance when needed and providing updates on progress while participating in team meetings and training sessions• Assisted in evaluating internal controls and ensuring compliance with accounting and regulatory standards while contributing to the identification and resolution of control deficiencies• Prepared clear and concise work papers documenting audit procedures performed and conclusions reached while ensuring compliance with the firm's documentation and quality control standards