MUHMMAD MUZAMIL KHAN

Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.

• Reconciled accounts and reviewed expense data, net worth, and assets.
• Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
• Detected and corrected mistakes early on and implemented systems to avoid recurring issues.
• Do financial Consulting of 15 customers daily, providing them with tailored advice and support to help them manage their finances effectively. This involves assessing their financial situations, identifying goals, and recommending strategies to improve their financial well-being.

• Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
• Kept reception area clean and neat to give visitors positive first impression.
• Responded to inquiries from callers seeking information.
• Managed approximately 30 incoming calls, emails and faxes per day from customers.

• Worked with clients to support understanding of rationale and details of financial strategies.
• Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
• Delivered a 50% profit margin within 12 months by restructuring financial strategies and providing rigorous budget oversight, exceeding annual revenue goals.

• Achieved a 4.9/5 satisfaction rating across approximately 100+ client interactions in 2023
• Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
• Maintained inventory of office supplies and placed orders.
• Recorded new hires, transfers, terminations, changes in job classifications and merit increases to main human resources files.
• Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.