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Theodora
Financial Associate
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Competencies
Demonstrated experience with SQL (Structured Query Language).
Demonstrated experience with Microsoft Office suite.
Demonstrated experience with Oracle Database.
Demonstrated experience with Calendar & Schedule Preparation & Editing.
Demonstrated experience with Problem-Solving & Process Improvement.
Education
Languages
Summary
Financial Associate open to new opportunities
Experience
Customer experience Agent/Financial care recovery representative
Access clients financial situations including income and debts to navigate and resolve financial difficulties.. Developed personal recovery plan for clients.. Educated and supported clients reach their financial goal.. Ensure compliance with relevant laws and regulations. Credit card education.
Cashier
Perform daily sales transactions in a timely fashion.. Enter all sales into the cash register to ensure purchases are accurately recorded.. Interact with customers, cross-sell products and introduce new ones.
Financial Associate
Deliver high-quality administrative and client service support in the financial division.. Maintain precise client records and prepare documentation for compliance.. Coordinate appointments and facilitate seamless communication with clients and stakeholders.
Administrative/Executive Assistant
Scheduled meetings and managed executive calendars, facilitating effective time management.. Handled confidential correspondence with discretion and professionalism.. Developed detailed reports, memos, and PowerPoint presentations for senior management review.. Streamlined interdepartmental communication to improve operational efficiency and teamwork.
Accounting Intern
Assisted in maintaining financial records and supporting audit preparations.. Organized departmental documentation for efficiency.. Provided clerical and bookkeeping support to finance and administration teams.
Junior Accountant/Front End Associate
Operated cash register for cash, check, and credit card transactions accurately.. Welcomed and engaged patients while offering assistance with service orientation.. Worked flexible schedules and extra shifts to meet business needs.. Answered questions about clinic policies and addressed patient concerns.