No company affiliations.
Collaborate with full-time staff to redesign procedures in order to quickly and efficiently resolve individual technical issues. Train and manage new associates every semester on client services, policies, and procedures. One-on-one consulting for the purpose of operational support of computer hardware and software. Follow up on calls to ensure that issues were resolved in a timely manner to enhance customer satisfaction.
Prepared and reviewed individual and business tax returns using the latest tax preparation software. Researched new legislation to ensure clients were receiving the maximum amount of deductions they were eligible for. Performed miscellaneous duties such as client bank account reconciliation and general office duties.
Created Excel Macros that enable GL Pricing Tools to communicate better and share more information with one another. Assisted in creating and presenting a Best Practices PowerPoint presentation to managers throughout the company. Worked on different underwriting Excel tools to improve usability and efficiency.
Performed market research, financial research and equity research in order to make buy or sell recommendations to clients. Prepared client account analysis and met with clients to discuss possible changes. Developed sales leads and prospects for investment in various funds, stocks, and bonds.
Founded a business to do website design and development for individuals, small businesses and non-profit organizations. Advertised and promoted business on various online classifieds such as Craigslist, which resulted in initial client. Successfully built client base through referrals and subsequent promotions.
Alvin Vukaj is now on Crowdfunder.