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Operations Associate
Finance-minded, people-focused and multilingual. I love solving problems, streamlining processes and collaborating with others.
FranceOperations Associate at Wealth Enhancement Group
Developed and implemented updated procedures for the Trust Department, ensuring consistency and regulatory compliance. Managed daily balancing of omnibus accounts and processed trust transactions.
Trust OperationsBalancingData ValidationProcess ImprovementCollaboration
Built and maintained client relationships, executed account openings, and ensured regulatory compliance. Assisted financial advisors with client information and created social media content.
Client RelationsAccount ManagementComplianceSocial MediaReporting
Collaborated with a professor to develop engaging online content and provided support during office hours, addressing student inquiries and clarifying course content.
EdtechDigital Content DevelopmentStudent Support
Maintained accurate records of accounts payable transactions and filed invoices and payment documentation. Identified process improvements and collaborated with the team to implement more efficient methods.
Accounts PayableRecord keepingProcess ImprovementCollaboration
Bachelor of Science in Economics from Roger Williams University, completed in 2022.
Bachelor of Science in Economics from Roger Williams University, completed in 2022.