Mutual Fund Representative / Fund Accountant
Commonwealth Fund Services, Inc.
03.2021 - 09.2025
- Manage financial transactions, ensuring compliance, and accuracy in all processes.
- Enhance client satisfaction through timely issue resolution and relationship-building.
- Streamline account processes, reducing transfer times, and improving client experience.
- Prepared invoices for payment processing using QuickBooks accounting software.
- Organized business accounting and invoicing in QuickBooks.