Driven by a passion for data processing, complemented by robust mathematical and analytical skills. Personable team player with exceptional customer service abilities. Fast learner and committed to continuous, self-directed learning.
Overview
1
1
year of professional experience
Work History
Assistant Financial Planner (Intern)
Johnston Grocke
02.2024 - 05.2024
Monitored compliance requirements related directly or indirectly associated with the advisory practice.
Maintained accurate records of financial transactions for ease of reference in budget analysis or audits.
Implemented tax-efficient strategies within client portfolios, maximizing after-tax returns while remaining compliant with regulations.
Provided specialized financial planning support for clients with diverse portfolios and individual needs.
Gained valuable experience working within a specific industry, applying learned concepts directly into relevant work situations.
Gained hands-on experience in various software programs, increasing proficiency and expanding technical skill set.
Data Management Assistant
Dawateislami Australia
11.2023 - 04.2024
Improved data accuracy by implementing strict quality control measures for data entry tasks.
Supported the development of a standardized data management policy, promoting consistency across all departments.
Reduced errors in data entry by conducting thorough reviews and implementing corrective actions when necessary.
Arabic Tutor
Dawateislami Australia
11.2022 - 10.2023
Monitored student progress through regular assessments, providing constructive feedback and adjusting instructional strategies accordingly to maximize learning outcomes.
Developed strong relationships with students, parents, colleagues, and administrators through effective communication and collaboration practices.
Received positive feedback from parents and administrators for consistently displaying professionalism and dedication to students'' success.
Customer Service Supervisor/Administration Supervisor at Johnston Regional Airport (Johnston County Gov)Customer Service Supervisor/Administration Supervisor at Johnston Regional Airport (Johnston County Gov)