Led daily operations for 23 agents, tracked KPIs, and supported onboarding and documentation. Coordinated training sessions, created SOPs, and maintained headcount trackers in Excel.

Created and maintained SOPs and training materials to support onboarding and daily operations for 24 agents. Participated in system migration projects, testing new features and reporting issues to internal teams.

Managed fund data publication tasks, including vendor coordination, spreadsheet tracking, and verification of publication accuracy. Ensured timely execution of fund events and updates.

Supported publication processes by verifying vendor information and maintaining data integrity across platforms.

Produced and reviewed financial reports, coordinated translation workflows, and tracked deliverables using Microsoft CRM. Liaised with external partners to meet regulatory deadlines.

Delivered customer support for accounting software users, resolving technical issues and guiding users through system features via email.