At The Arkansas Financial Group Inc, I served as Internal Investment Operations Coordinator and addressed complex investment questions during the Securities Exchange Commission audit by leveraging strong problem-solving skills. It is worth mentioning that I developed and maintained professional relationships with software vendors as well as supervised the implementation of new software. I generated stability by automating monthly withdrawals and quarterly billing processes to save time and reduce costs. One of my key tasks was to deliver extensive technical support by providing expert-level insights.My achievements are as follows: • Contributed to SEC audit by conducting in-depth research and analysis. • Improved productivity and efficiency by training and mentoring new employees. • Assisted in managing a $750M investment portfolio and delivered meticulous reports of accurate investment values for each client by reconciling investment options held in the firm. • Resolved any issues/problems in timely manner by establishing and sustaining positive relationships with clients.

Additional Experience:• I was entrusted with reviewing investment portfolios for clients and analyzing outdated holdings.• My notable duties were examining client estate records to identify and address potential issues with clients in meetings.• Furthermore, I audited over 200 client estate planning documents and summarized them for review at upcoming meetings.