Versatile professional with a proven track record in seamlessly coordinating office operations, including communications, financial processing, and administrative functions.
Outreach and Validation: Initiated outbound calls to validate leads while also responding to inbound inquiries, ensuring clear communication and support for shareholders.
Relationship Building: Developed strong relationships with institutional account holders, fostering trust and facilitating smoother asset reunification.
Compliance Adherence: Ensured strict compliance during all communications, maintaining the highest standards of regulatory adherence.
Proactive Research and Analysis: Conducted thorough analyses of shareholder registration data to identify and locate lost shareholders or their beneficiaries, relatives, and heirs.