Intern
TAP Financial Inc.
05.2024 - 08.2024
- Analyzed problems and worked with teams to develop solutions.
- Managed project plans, timelines and budgets.
- Performed administrative support tasks such as proofreading, invoicing, balancing sheets and creating spreadsheets and other documents.
- Reviewed brokerage accounts for Margin calls/ accounts receivable on customer accounts.
- Contacted customers on their daily brokerage financial requirements.
- Pushed and Pulled funds from customers accounts via ACH.
- Assist compliance officer on monthly and yearly requirements for annual audits.
