Facilitated the transition from our prior external client portal to our new internal system.Developed spreadsheets to allocate and import confidential client reporting and communications, granting specific permissions for document access within the client portal.Rectified and reconciled critical data within Salesforce, including investor registers, UBOs, organisation structures and business relations for export to the client portal.Liaised with fund management and operations in respect of client reporting by tracking reporting timelines and ensuring quality control.

Organised and delegated workloads for other staff members.Resolved daily operational issues and customer queries over while maintaining excellent customer service.Orchestrated the team that coordinated staff events to encourage team bonding and boost morale.

Manufactured gaskets using various types of semi-automatic and automatic machinery.Arranged orders of stock and collated for distribution to customers.Received customer enquiries and provided them with their goods and invoice.