 Compiled quarterly and yearly financial reports, tracking financial progress while analyzing balance sheets, and income and financial statements to provide detailed information of company’s financial standing.  Routinely communicated with clients, discussing account status while advising on financial solutions to aid financial decision-making Participated in taxation and auditing processes, reviewing bank statements every 3 months to ensure accurate records and prevent issues to streamline taxation processes.  Continuously reviewed accounting structures and processes to identify potential areas for improvement while maintaining client satisfaction and company integrity.

 Diligently managed client financial portfolios across mutual and fund investing as well as bond assets, implementing investment strategies while managing day to day portfolio trading.  Assisted with general portfolio review, balancing asset allocation and executing and monitoring trades as directed by Portfolio Manager.  Provided hands-on, expert advice to clients on how to manage their assets to grow their existing portfolios while assessing potential risks and applying tailored solutions to maintain portfolio success.  Collaborated with team of 5, directly reporting to Portfolio Manager to assist with client meetings and deliver solutions and recommendations to potential roadblocks.