Highly motivated and detail-oriented professional with a comprehensive understanding of regulatory compliance and CRM database management. Proven ability to ensure data accuracy, maintain client documentation integrity, and support operational efficiency. Adept at working both independently and collaboratively, committed to contributing to a dynamic team environment and enhancing process efficiencies. Fluent in financial terminology and proficient in MS Suite, organized and dependable, successfully managing multiple priorities with a positive attitude. Willing to take on added responsibilities to meet team goals.