Bookkeeping & Tax Associate, Accounts & Finance Assistant, Financial Operations

I have professional experience as a bank employee with solid knowledge of investments, account reconciliation, and core banking operations. In my role, I handled financial transactions with accuracy and integrity, ensuring that client accounts, investment records, and internal ledgers were properly reconciled and compliant with banking policies. I gained hands-on exposure to investment products, including understanding risk profiles, returns, and basic portfolio considerations, which allowed me to assist clients and support internal financial assessments. My work required strong analytical skills, attention to detail, and confidentiality in handling sensitive financial data. Through this experience, I developed a deep understanding of banking procedures, financial controls, and customer-focused service in a regulated financial environment.

Supported wealth management operations, including investment account onboarding and maintenance Assisted clients with opening investment, trust, and managed accounts Conducted KYC, risk profiling, suitability checks, and documentation review Coordinated with relationship managers and internal teams for account approval Explained investment products, asset allocation basics, and risk-return principles Performed reconciliation and review of investment records and client portfolios Ensured compliance with regulatory requirements and internal wealth policies

I am a law student with hands-on experience working as a part-time paralegal, where I developed practical skills in legal research, drafting pleadings, and preparing various legal documents. My experience includes assisting in the preparation of motions, affidavits, contracts, and other court submissions, as well as organizing case files and supporting attorneys in case preparation. Through this role, I gained familiarity with court procedures, legal writing standards, and client coordination, allowing me to bridge academic legal theory with actual legal practice. This experience has strengthened my attention to detail, time management, and ability to work effectively in a legal environment.