- Review and analyze over 10 RFP documents, identifying necessary criteria and key components- Update the repository of currently marketed investment strategy breakdowns with accurate, up-to-date information, to increase future RFP productivity- Collaborate with the research department to update the note tags to increase efficiency within the researchmanagement system

- Compose monthly billing statements using QuickBooks to send to over 100 clients that confirmed purchase orders- Greet customers and guide them across the facility to finalize orders and ensure customer satisfaction- Communicate with and update buyers on their outstanding billing status through phone call, email, and mail

- Help promote nutritional programs to gain more memberships and awareness through social media platforms such as Instagram and Facebook- Assist customers in understanding the utility of the nutritional app, Well World, to track their nutritional progress along with composing personalized weekly menus to facilitate product sale and customer retention- Record patient information and formulate bloodwork scripts to send to laboratories nationwide