Alexander Koutakos
Team: Investment Operations
Supervisors: Ana Paula Filipe (Section Manager)and Liz Silva (Trainer)
Position: Administrative Clerk
Deparment Overview:
CPMC (Client Profile Management Control)
My Responsibilities:
-Being in charge if welcome packages
-Completing all projects on time
-Being on time
-Contacting supervisors when task is complete
-Remaining productive at all times
Daily Duties
- Welcome packages
-Mailing
-Account Restrictions(ISM)
-Structured Names (ISM)
- Account Status updates (ISM)
Skills for success: Coding, Typing, Excel, Accounting and a strong work ethic!