Relationship Officer

Jan 2023 - Present

Serve as primary contact point for a portfolio of clients, managing routine service matters across a broad range of products and services. Collaborate with the Relationship Manager to deliver top-level service, tracking client needs and following through on commitments. Maintain accurate client records and ensure timely communication to support informed decision-making.

Financial Advisor / Virtual Assistant

Jun 2022 - Nov 2022

Provided financial consulting services and advised clients on appropriate insurance and investment products. Processed payroll and prepared tax returns with a high degree of accuracy and compliance. Functioned as a virtual assistant, managing internal communications, calendars, and administrative workflows. Drafted professional correspondence and internal updates in clear, concise written English.

Real Estate & Financial Assistant

May 2021 - Jan 2022

Handled end-to-end administrative operations including filing, scheduling, and document management. Managed data entry workflows, ensuring accuracy and integrity of financial and property records. Negotiated pricing and sales terms with clients, supporting the sales pipeline from inquiry to close. Assisted senior leadership with reporting, correspondence, and operational coordination tasks.

Sales Clerk

Oct 2017 - Jan 2019

Prepared payment vouchers and maintained an effective, organized filing system. Performed data entry tasks and ensured compliance with statistical record-keeping standards. Supported the sales team with customer-facing service and administrative follow-through.

Cashier, Revenue Office

Jan 2017 - Dec 2017

Updated and reconciled ledgers with accuracy in a high-stakes government environment. Prepared payment vouchers and processed cash bail refunds in accordance with legal procedures. Maintained meticulous financial records and demonstrated exceptional attention to detail.