- Manage clients' profiles and investment data for taxation benefits.- Reviewing US and Canadian tax forms for validity and reasonableness to ensure clients are correctly documented.- Tax documentation: inputting data captured in tax forms into systems. Ensuring accuracy of data capture and checking against client records maintained in other systems.- Assist Tax documents expiry and renewals process.- Maintain mandatory and daily control reports that manage risks of incorrect withholding, addressing identified issues/errors in a timely manner.

- Performed thorough analysis of market data and internal reports to develop effective business strategies and manage day-to-day business operations.- Developed reports and dashboards to monitor performance and ensure positive outcomes.- Enhanced productivity by 18% by analyzing financial data, evaluating business requirements and reviewing administrative systems, business procedures, and other operational aspects.- Increased customer loyalty by refining customer service practices, promptly addressing customer requests and issues to guarantee an optimal customer experience.

- Analyzed data to identify key business points, developed reports and presented findings to internal and external stakeholders, made decisions and implemented effective business strategies to successfully grow and promote a portfolio of healthcare products exceeding 11 million USD in annual revenue. - Efficiently managed projects and campaigns, working closely with business partners and team to ensure effective and timely completion within budget. These efforts contributed to achieving 100% yearly performances.- Planned, scheduled, and promoted various events among healthcare professionals and patients, ranging from meetings and conferences to orientations and training sessions of up to 500 audiences.

- Successfully managed a group of medical products through effective and precise planning including sales activities, reporting, resource allocation, and budget management.- Organized client’s touchpoints to better understand our client’s key challenges, expectations and provide competitive and innovative solutions.- Coordinated client interactions, participate in industry events and conferences as well as communications with all stakeholders on key pursuits.- Drove business growth by acquiring new customers, fostering customers’ loyalty, and delivering outstanding customer service.