• Providing support to the CEO through admitting client data gatherings, investments, insurance
and on-going client processes
• Organizing training sessions for employees ensuring they are fully equipped to be able to perform
their duties
• Screening potential candidates by resume shortlisting, phone interview and personal interviews &
background verification of the shortlisted candidates
• Maintain employees’ leaves, medical and attendance record
• Preparing and processing all paperwork needed for investment/advisory accounts
• Monitoring, processing, and following up on asset transfers and on initial and subsequent funding
of advisory accounts. Implementing initial and subsequent asset allocation trades
• Created well-diversified financial plans specifically tailored to each individual
• Planning to support the preparation process including the creation, revision and amendment of
client data management and analysis
• Assisted as an effective gate keeper by answering telephone calls and enhancing client
relationships through processing timely requests, handling email correspondence

• Track analyze and act to improve store performance by forecasting of weekly/daily goals and
coaching sales team
• Recruit train and set high standards for job performance of store employees
• Screening potential candidates by resume shortlisting, phone interview and personal interviews &
background verification of the shortlisted candidates
• Evaluate employee performance and addresses conduct issues through coaching counseling
• Maintaining elite sales position two consecutive years and ranked top two in the nation