Dhara _Khokhar

Hourly rate: members only

Availability: members only

Willingness to travel: At home

Professional status: Freelancer

Last updated: Nov 16, 2023

Total work experience: 6 year(s)

Language skills: English,

Personal summary

I am IFIC Certified and have over six years of experience as an assistant executive in a financial advisory firm, where I closely worked with a senior wealth manager. I provided comprehensive administrative support for various financial products and assisted more than 500 clients, including individuals, non-individuals, and foreign clients. My tasks ranged from onboarding new clients, opening accounts, verifying all the required documents, processing transactions, reconciliation of the transaction, documentation of client files and proofs, providing year-end statements for tax purposes, and preparing clients' portfolios on a monthly basis and as and when required. I also managed debit and credit balances for clients, ensuring timely settlements, and assisted with procedures like transfers and modifications. Throughout my role, I made sure to follow compliance rules and meet deadlines, maintaining high-quality service, efficiency, and punctuality. I often served as the initial point of contact for clients, assisting with their inquiries and scheduling appointments. Additionally, I liaised with external partners such as Asset Management Companies, Registrars, and Depository institutions to ensure smooth client transactions and resolve service-related issues. Furthermore, I supported the Senior Wealth Manager in creating detailed reports for client portfolio reviews, including summaries of financial documents, reports on investment performance, income projections, and comprehensive financial plans, including calculations for retirement and capital gains taxes.

Skills