Transfer Agency Dealing Officer

• Apr 2023 - Present

Senior Financial Analyst

• May 2022 - Apr 2023

Reconciliation of balance sheet accounts in the ARMS system. - verification of accounting documents.Work in the P2P system. Participation in accounts reconciliation process. Maintaining good relationship with Customer Managers. Invoice processing. Financial data analysis. Preparing reports. Cooperation with departments all over organization. Participation in month-end closing process. Reconciliation of balance sheet accounts in the ARMS system. - verification of accounting documents.Work in the P2P system. Participation in accounts reconciliation process. Maintaining good relationship with Customer Managers. Invoice processing. Financial data analysis. Preparing reports. Cooperation with departments all over organization. Participation in month-end closing process.

Senior Transfer Agency Transaction Processing Representative

• Nov 2021 - May 2022

Tasks from „Representative’s II” scope and : Replacing Manager during absence. Handling new employees training and complex onboarding process. Creating and updating procedures. Leading or taking a part in external and internal projects improving the process.

Transfer Agency Transaction Processing Representative II

• May 2020 - Nov 2021

Handling financial transactions. Maintaining good relationship with Clients and Partners. Creating Standard and ad hoc reports. Identifying potential risk in the process. Supporting Team and Managers in constant improvements. Booking and Validating trades.

Individual Customer Advisor

• Jan 2019 - May 2020

Serving individual clients from the VIP and Premium segment in financing, insurance and investment. Building a customer base in the above segments. Performing the duties of the manager during his absence. Serving individual clients from the VIP and Premium segment in financing, insurance and investment. Building a customer base in the above segments. Performing the duties of the manager during his absence.

Customer Manager

• Oct 2016 - Feb 2018

Investment service and financing of affluent business and individual clients. Care over the assigned customer portfolio. Implementation if intended monthly, quarterly and annual goals. Investment service and financing of affluent business and individual clients. Care over the assigned customer portfolio. Implementation if intended monthly, quarterly and annual goals.

Individual Customer Banker

• Apr 2016 - Oct 2016

Comprehensive service of business and individual clients in building an investment strategy. Portfolio diversification. Implementation of intended volume, quantity and quality plans. Comprehensive service of business and individual clients in building an investment strategy. Portfolio diversification. Implementation of intended volume, quantity and quality plans.

Marketing and PR Specialist

• Nov 2015 - Mar 2016

Supervising advertising campaigns for the assigned group of polish and foreign partners. Co-creating materials in social media (Facebook, Pinterest, Instagram). Cooperation with beauty magazines. Organizing events in subordinate regions. Ongoing marketing support of partners. Supervising advertising campaigns for the assigned group of polish and foreign partners. Co-creating materials in social media (Facebook, Pinterest, Instagram). Cooperation with beauty magazines. Organizing events in subordinate regions. Ongoing marketing support of partners.