Nikola Roufus

• Analyzed and processed complex mutual fund transactions, ensuring strict compliance with SEC, STA, and internal policies to uphold operational integrity.
• Managed new account setups, purchases, redemptions, and exchanges, consistently achieving high levels of productivity and accuracy in a fast-paced environment.
• Provided exceptional support to shareholders, institutional clients, and broker/dealers by addressing inquiries and delivering accurate information regarding transaction requests and account details.
• Handled trade cancellations, account corrections, and dividend/capital gain adjustments with precision, helping to resolve discrepancies and maintain accurate records.
• Facilitated the processing of fund conversions, de-conversions, and liquidations, contributing to efficient and seamless financial operations.
• Researched shareholder requests to ensure compliance and enhance client satisfaction through thorough and timely responses.

Reason for leaving: Internship Completed

• Managed accounts payable and accounts receivable process, ensuring accuracy and timeliness of payments
• Developed and maintained financial record-keeping systems and procedures
• Prepared and reviewed budgets, forecasts, and variance analysis
• Ran ad campaigns with the sales team using presentations and traveled out of state to meet with clients
• Provided support in the preparation of financial reports for management
• Provided customer service for inquiries related to billing and payments

Reason for listing: Showing strong competence and commitment to above average and difficult tasks.

Position at the company (4szns): Sales/Marketing and Co-Owner

• $45,000 in sales throughout the 2.5 Years the website was active
• Managed Google, Facebook, and TikTok ads
• Managed online business operations and development, including website design and maintenance, social media management, content creation, and marketing
• Developed and implemented effective marketing strategies to increase brand recognition and customer engagement
• Analyzed website traffic and customer data to optimize marketing campaigns
• Established relationships with vendors for product sourcing and fulfillment