EZIUNOR MALISA OKWECHIME
DALLAS
Summary
Dynamic professional with a strong background in client relationship building and problem-solving, honed at World Financial Group Wfg. Skilled in documentation and records maintenance, ensuring compliance and efficiency. Adept at fostering team collaboration and delivering exceptional service.
Hands-on experience in people management, strong interpersonal skill and talent for navigating challenges. Am bringing strong problem-solving skills and proactive approach to new tasks, with strength in adaptability, creativity, and results-oriented mindset. Committed to making meaningful contributions and advancing organizational goals.
Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Overview
2
2
years of professional experience
Work History
Care Assistant
The Preserve
Garland, TX
10.2025 - Current
- Assisted residents with daily living activities, ensuring comfort and dignity.
- Monitored resident health and reported changes to nursing staff promptly.
- Maintained a clean and safe environment, adhering to health and safety protocols.
- Supported residents in social activities, fostering community engagement and interaction.
- Adapted quickly to changing needs of residents, providing personalized support effectively.
- Laundered items, changed sheets and made bed to keep patients' bedroom clean.
- Provided compassionate and patient-focused care to cultivate well-being.
- Maintained strong connections within caregiver community to gain continuous knowledge.
- Supported daily hygiene needs of patients by assisting with bathing, dressing, dental care and personal grooming.
- Supported clients with mental support and physical activities to accomplish quality of life and sustain needs.
- Built strong relationships with clients to deliver emotional support and companionship.
Licensed Financial Advisor
World Financial Group Wfg
Dallas TX
04.2024 - Current
- Developed customized financial plans to meet client goals and objectives.
- Conducted comprehensive risk assessments to optimize investment strategies for clients.
- Educated clients on financial products, enhancing their understanding of investment options.
- Built and maintained strong client relationships, ensuring high levels of satisfaction and retention.
- Collaborated with team members to improve service delivery and operational efficiency.
- Maintained compliance with all regulatory requirements and industry standards by diligently adhering to internal controls and guidelines.
- Enhanced client service experience by proactively addressing concerns, resolving issues promptly, and providing regular updates on portfolio performance.
- Built strong client relationships through consistent communication, regular portfolio reviews, and timely market updates.
- Developed comprehensive financial plans for clients to help them reach their short-term and long-term financial goals.
- Trained new hires on firm policies, procedures, and best practices to ensure a seamless integration into the team.
- Leveraged research tools provided by the firm to stay informed about current market events affecting clients'' portfolios.
- Spearheaded initiatives aimed at improving overall team performance through collaboration and sharing of best practices among colleagues.
- Identified opportunities for cross-selling additional products or services based on individual client needs assessment evaluations.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Facilitated new client onboarding process and investment account setup.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Assisted clients during major life events such as retirement or inheritance planning, ensuring smooth transitions between different stages of wealth accumulation.
Office Administrative Staff
Glovis Home Health Services Inc.
Dallas, TX
01.2024 - 05.2025
- Coordinated patient scheduling, ensuring timely care and efficient use of resources.
- Streamlined office operations by implementing effective filing and data management practices.
- Processed medical billing and insurance claims, ensuring compliance with regulatory requirements.
- Managed inventory effectively to ensure adequate supplies were available for daily operations without excess waste or stock shortages.
- Streamlined office procedures by implementing efficient filing systems and optimizing administrative processes.
- Supported new hires during their onboarding process by providing training, resources, and guidance related to administrative procedures and office protocols.
- Increased efficiency in record-keeping by digitizing physical documents using scanning hardware/software solutions while adhering to established guidelines for storage/archiving purposes.
- Drafted professional memos, letters, and marketing copy to support business objectives and growth.
- Updated spreadsheets and databases to track, analyze, and report on performance and sales data.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Assisted coworkers and staff members with special tasks on daily basis.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Managed filing system, entered data and completed other clerical tasks.
- Completed forms, reports, logs, and records to quickly handle all documentation for human resources.
- Identified and recommended changes to existing processes to improve accuracy, efficiency, and quality service.
- Volunteered to help with special projects of varying degrees of complexity.
- Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
- Provided exceptional customer service through prompt attention to inquiries via phone or email from both internal colleagues and external contacts.
- Assisted in maintaining accurate patient records using electronic health record systems.
- Supported the onboarding process for new staff, providing training on administrative procedures.
Education
Master of Science - Business Administration And Management
National Open University
Nigeria2017
Bachelor of Science - Mathematics
University Of Ekiti
Nigeria04-2004
Skills
- Client confidentiality
- Problem-solving
- Relationship building
- Time management
- Documentation
- Verbal and written communication skills
- Records maintenance
- Client documentation
- Documentation and recordkeeping
- Client satisfaction
- Respectful and compassionate
- Team collaboration
- Strong ethics
Languages
English
Full Professional
Interests
- Enjoy hobbies that combine physical activity with outdoor exploration
- Embracing outdoor adventures such as picnics and shopping
- Passionate about balancing physical health with mental and emotional wellness
- Dancing
- Gym Workouts
Timeline
Care Assistant
The Preserve
10.2025 - Current
Licensed Financial Advisor
World Financial Group Wfg
04.2024 - Current
Office Administrative Staff
Glovis Home Health Services Inc.
01.2024 - 05.2025
Master of Science - Business Administration And Management
National Open University
Bachelor of Science - Mathematics
University Of Ekiti