Responsible for delivering professional service for incoming inquiries from clients, advisors, and internal and external partners. Provide comprehensive support to investment advisors through various administrative tasks, including the preparation of client reviews and presentations. Manage client accounts by obtaining necessary information and documentation, ensuring files are current, and executing client trades as instructed. Oversees pending transfers to ensure timely completion.

Offer one-on-one or group tutoring sessions to students seeking assistance in specific subjects or academic areas. Assist in promoting the Learning Center's services and workshops to the student body. Employ various teaching and learning strategies to help students grasp challenging concepts, improve study skills, and develop effective learning techniques. Collaborate with the Learning Center staff to develop and update educational resources, study materials, and workshops to support student learning. Foster a welcoming and inclusive atmosphere where students feel comfortable asking questions and seeking guidance. Keep accurate records of tutoring sessions, student progress, and attendance.

Neotas is an enhanced due diligence company based out of London, UK. The Neotas Platform enables the user to Interrogate global risk databases, social media, surface and deep web – all in one place. An advanced Platform that leverages AI to join the dots between Corporate Records, Adverse Media and Open-Source Intelligence (OSINT). Prepared detailed reports and presentations summarizing findings and recommendations, and presented them to clients and internal teams, demonstrating excellent written and verbal communication skills. Researched market trends and analyzed industry data to identify potential opportunities and risks for clients, demonstrating strong analytical and problem-solving skills.

Engaged in research and preparation of Due Diligence (DD) and Enhanced Due Diligence (EDD) reports for clients operating in various sectors including healthcare, telecom, consumer goods and real estate among others. Conduct high-level market research utilizing various online sources and subscribed databases for identifying red flags and leverage clients to identify potential business risks like politically exposed persons, fraud, money laundering, bribery, involvement in lawsuits and others.