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Administrative & Customer Service Professional

Centurion, Gauteng, South Africa
... information on internal systems Provided product updates and customer support Assisted clients with policy inquiries Financial Advisor Metropolitan Life 2013 – 2014 Opened new insurance policies for clients Updated client information and product ... - Jul 16

Sowmya

New Jersey
... Used Performance tools like SQL Profiler, Index Tuning Wizard and Database Engine Tuning Advisor Published reports to Azure ... implementing advanced DAX measures and Power Query transformations to support financial KPIs and portfolio analytics. ... - Jul 16

Chief Internal Audit Executive & SOX Assurance

White Plains, NY
... Financial Services Auditor (CFSA) Certification in Risk Management & Assurance (CRMA) Governance, Risk & Compliance Professional (GRCP) Certification in Risk & Information System Controls (CRISC) Certified Fraud Examiner (CFE) Certified Senior Advisor ... - Jul 16

Executive Administrative Partner & Logistics Support

Seattle, WA
... Task Management Advisor – Executive & Administrative Operations Peraton — McLean, VA May 2020 – Mar 2025 Supported senior ... Maintained strict confidentiality while handling sensitive executive, personnel, financial, and business information. Built ... - Jul 16

Customer Success & Operations Leader

Houston, TX
... Expansion, Risk Identification, Success Planning, Trusted Advisor Relationships, Strategic Upselling, Voice of Customer, ... to investigate suspicious transactions, identify potential fraud, and ensure compliance with financial security policies. ... - Jul 16

Barclay Card Operations & E-Publishing

High Point, NC, 27263
... I have 5+ years of work experience in the field of E-Publishing, Process advisor, SQL data Analyst & Store Associate. ... workstreams, processing 8+ cases daily with 95% accuracy per Financial ombudsman services and SLA targets Logged customer ... - Jul 16

Quality Assurance Analyst & Software Tester

Toronto, ON, Canada
... QA Engineer [permanent] Health Care Information Technology and Financial Services – End to end testing on web and mobile ... Link Application, Negotiation and Escalation Board, Rate Advisor and Back End – Main Frame, used by retail and mobile users. ... - Jul 15

Accounting & Audit Intern (SOX Compliance)

Salters, SC
... LD Bates Tax Tax Preparer & Finance Advisor, Fort Wayne, IN (Jan, 2023 – Mar, 2023) • Prepared and file accurate federal and state tax returns for individuals (1040) and businesses (1065). • Reviewed financial records to determine proper forms and ... - Jul 15

Staff Product Designer for Data-Rich Platforms

New Britain, CT
... • Translated complex financial data, advisor needs, and business requirements into clearer interaction models that helped teams align around more usable, scalable experiences. Attend, Inc. Sep 2014 - May 2015 Senior Creative Designer Boston, MA • ... - Jul 15

Remote Data Entry & Clinical Records Clerk

Oklahoma City, OK
... SETH WADLEY AUTO CONNECTION PAULS VALLEY, OKLAHOMA Financial Advisor 01/2019 - 05/2019 ●Cultivated and expanded financial planning. ●Drafted executive analysis reports detailing profit opportunities and potential risks involved. ●Advised clients on ... - Jul 15
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