Financial Advisor

Mar 2026 - Apr 2026

Provided personalized financial planning and advisory services to clients based on their goals and income levels. Guided clients on investment opportunities, including savings plans and portfolio diversification. Assisted clients in budgeting, expense management, and improving savings habits. Advised on risk management solutions, including appropriate insurance products.

Data Entry Clerk

May 2024 - Dec 2025

Assisted in preparing, validating and posting invoices for timely payments and collections. Collaborated with senior analysts in developing, updating, and tracking departmental budgets to ensure alignment with financial goals. Managed petty cash operations, reconciled receipts with procurement records and updated transaction logs.

Call Centre (Volunteer)

Sep 2021 - Mar 2021

Posted transactions into ledgers, assisted in bank reconciliation, and maintained organized filing of accounting records to support efficient financial operations. Contributed to regular successful auditing by ensuring all accounting records and financial statements were accurately filed and readily accessible.

Attachment

Apr 2021 - Aug 2021

Performed accounts reconciliation that ensured accuracy and consistency in financial records. Ensured timely deposits and accurate transaction records by handling daily banking of monies collected. Performed cash and bank reconciliations, aligned book balances with bank statements and resolved discrepancies.