Managed accounts for up to 7 clients, maintaining financial records, raising over 100 invoices, and drafting service agreements while ensuring legal compliance and improving invoicing accuracy by 30% for timely payments Obtained GST registration for the business and restructured client management approach to concentrate resources on key accounts, improving service delivery and retention following a portfolio consolidation

Developed tailored investment proposals for clients by analyzing financial goals and risk tolerance, resulting in personalized strategies that enhanced portfolio performance by an average of 12% over 3 months. Conducted market research and financial analysis, supporting decisions that boosted client satisfaction and retention by 25%.