Stephanie Allen

• Responsible for 90% of audit engagements and execution preparations.
• Responsible for undertaking small non-complex audits, such as audit scoping, identifying audit risks and performing preliminary evaluation of client’s internal control structure to identify weaknesses and areas for management consideration and improvement.
• Perform audit planning procedures including audit tests using the firm’s audit methodology ensuring that key matters not identified at the planning stage are brought to the attention of the client management team.
• Complete allocated tasks to a high standard which meet reporting and auditing standards.
• Review clients financial statements and other management reports to develop an understanding and increase knowledge of various entities and accounting issues.

RWIB

• Handle 80% of correspondences with customers.
• Improved customer satisfaction through excellent customer service.
• Maintain a high level of knowledge about existing products and services, and learn about new investment products and services as provided.

B&K

• Administrative tasks, i.e. preparing emails, drafting memos and preparing various invoices.
• Performing minor accounting and bookkeeping duties (QuickBooks).
• Organizing meetings, including scheduling and sending reminders.

• Managed 100% of account openings of saving accounts and time deposits.
• Prepare personal loan and mortgage contracts.
• Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.

• Managed 20 to 50 clients per week by increasing sales for specific insurance companies (Ennia, Nagico, Guardian Group, Gulf and ICWI).

• Insurance Broker for Ennia, Nagico, Guardian Group, Gulf and ICWI