Apr 2019 - Present
.Adapted to workflow changes and implemented
continuous process improvements to overcome
obstacles,
.Managed agendas and calendars, boosting
productivity and improving organizational
initiatives,
.Improved information collection and record
keeping accuracy by creating, updating and
managing customer communications,
.Collected, validated and distributed the
premium paid receipt and updated investment
plans information to the clients,
.Computerized office activities, maintained
customer communications and tracked records
through delivery,
.Reduced record keeping errors by efficiently and
precisely handling all financial transactions,
journal entries and accounts payable and
receivable activities,