Miranda Aziri

• Managed portfolio of high-net-worth clients, served as the primary point of contact, addressing inquiries and coordinating with financial advisor to ensure client satisfaction.
• Managed the daily operations and schedules of senior executives, including complex calendar management, travel arrangements, and meeting coordinations.
• Managed account openings, daily transactions and account maintenance.
• Supported executives in decision-making processes and assisted in the development of company policies and procedures.
• Prioritized tasks effectively to ensure timely completion of all assigned projects without sacrificing attention to detail.
• Completed data entry tasks with accuracy and efficiency.
• Assist in maintaining the company web site, marketing aspect and social media.
• Reconciled company bank accounts and credit cards and performed accounts receivable
• Managed the full transition from paper-based to digital documents making company fully remote.

BT ADVISORY INC., BT GLOBAL CAPITAL INC.

• Answer and direct phone calls, emails and incoming mail
• Maintain Outlook calendar, schedule meetings and draft minutes
• Maintain partner's calendars and coordinated corporate events, lunches, webinars and presentations as well as travel arrangements
• Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
• Networked among local business and community organizations to develop leads and generate business.
• Develop and maintain a filing and record keeping system
• Support the Partners in the management of various files, implementation of policies and procedures and various other projects
• Translation of contracts and various other documents from French to English and Vis-Versa
• Assist in maintaining the company web site, marketing aspect, social media and advertising
• Reconciled company bank accounts and credit cards and performed accounts receivable and accounts payable duties as well as Partners personal/corporate
• Prepared and filed financial statements for every quarter and year end for the corporations and various other accounting tasks

• Translation of contracts, leases and various other documents from French to English and Vis-Versa
• Conducted research to prepare, gather materials for all executive-level meetings
• Developed and maintained an alert system for upcoming deadlines on incoming requests and events
• Managed incoming and outgoing emails and phone calls
• Created alternative business plans to improve tenant relationships
• Frequently used word processing, spreadsheet, database and presentation software
• Helped in the maintenance of real-estate portfolio permits and various other licenses
• Managed commercial real estate portfolios
• Prepared operating expenses for real estate portfolios
• Used critical thinking to break down problems, evaluate solutions and make decisions.

• Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
• Worked closely with account team to identify areas to improve cash flow and leverage tools to improve cash flow from contracts.
• Developed and maintained an alert system for upcoming deadlines on incoming requests and events
• Frequently used word processing, spreadsheet, database and presentation software
• Created alternative business plans to improve customer relationships
• Evaluated current service needs and product satisfaction levels with established clients
• Prepared sales contracts and various other contacts
• Onboarded and trained new staff to keep team efficient and prepare team members to effectively handle demands of simultaneous and large-scale contracts.
• Managed a portfolio of accounts, ensuring timely delivery of services while maintaining high levels of customer satisfaction.