• Partnered with a seasoned financial advisor to process client documentation, ensuring accurate execution of financial transactions and maintenance of investment portfolios. • Actively watched daily trading activities for investor accounts, learning about optimizing financial performance and responding to market trends. • Administered retirement accounts, enhancing client retirement strategies through meticulous record-keeping and reporting. • Transitioned client records to a secure electronic database, significantly improving data retrieval efficiency and supporting the firm's shift to a paperless environment.

• Collaborated closely with the COO of Investments to analyze and benchmark competitor account rates, contributing to competitive positioning strategies. • Spearheaded a project to organize and digitize data on offshore accounts, enhancing the department's operational efficiency. • Facilitated the transition of departmental document management to Docupace, leading to an improved, streamlined paperless system.

Successfully marketed and sold premium Cutco knives to a diverse clientele across the United States. Consistently set and exceeded weekly sales targets, generating over $10,000 in total sales. Demonstrated strong communication, product knowledge, and customer relationship-building skills to deliver exceptional service and drive revenue growth.