GWIM Operations Specialist
- Deposit Checks for Clients
- Notarise Documents
- Enter Trade Corrections
- Call clients to verify wires
- Keep Audit file
- Organize office
- Analyzed operational workflows to identify inefficiencies and recommend process improvements.
- Assisted in the implementation of new software tools to enhance data management and reporting accuracy.
- Supported daily operations by managing schedules, documentation, and client inquiries efficiently.
- Developed training materials for onboarding new staff, ensuring comprehensive understanding of procedures.
- Monitored compliance with regulatory requirements, ensuring adherence across operational activities.
- Oversaw day-to-day operations, delegating tasks appropriately to ensure smooth workflow and timely completion of projects.
- Collected, arranged, and input information into database system.
