Edd

• Resolving overdraft bills and collecting payments from customers.
• Assessing a customer’s ability to pay and offering payment plans or settlement amounts.

• Provide personalized investment advisory services to high net-worth clients, understanding their financial goals, risk tolerance, and investment preferences.
• Conduct comprehensive financial reviews and analyze client portfolios and future needs.
• Develop customized investment strategies and asset allocation plans tailored to each client’s objectives and risk profile.
• Execute trades and manage client portfolios while ensuring compliance with regulatory requirements and internal policies.
• Monitor market trends, economic indicators, and geopolitical events to identify investment opportunities and risks.
• Proactively communicate with clients to provide updates on portfolio performance, market developments, and investment recommendations.
• Respond promptly to client inquiries and collaborate with internal teams to deliver holistic wealth management solutions.
• Educate clients on investment products, market dynamics, and wealth management strategies and cultivate long-term client relationships.

• Review and analyze mortgage loan documents, including tax and insurance records, to ensure accuracy and compliance with regulatory requirements.
• Calculate and process property tax payments and insurance premiums for mortgage escrow accounts.
• Reconcile escrow account balances and resolve discrepancies or variances.
• Coordinate with tax authorities, insurance companies, and third-party vendors to obtain updated tax assessments, insurance policies, and escrow documents.
• Respond to inquiries regarding escrow account status, tax assessments, insurance coverage, and payment processing.
• Investigate and resolve escrow-related issues such as payment shortages, overages, or delinquent taxes.
• Generate and distribute annual escrow account statements and tax forms, monitor changes in tax laws and regulations, and collaborate with cross-functional teams to streamline processes.

• Review and validate sales tax exemption applications and verify eligibility against tax codes.
• Coordinate with sales and legal teams and maintain organized records of exemption processes.
• Prepare and issue exemption certificates and stay updated on tax regulations.
• Support audits and inquiries, respond to client and stakeholder queries, collaborate with accounting teams for accurate reporting, and generate reports on exemption activities and process improvements.

• Review and verify invoices, purchase orders, and expense reports for accuracy and completeness.
• Process vendor invoices and employee reimbursements in accordance with company policies.
• Ensure timely and accurate payments to vendors and service providers, prioritizing critical payments.
• Reconcile accounts payable transactions with vendor statements and resolve discrepancies.
• Communicate with vendors regarding payment inquiries and invoice discrepancies.
• Maintain organized records of accounts payable transactions and prepare reports on aging and cash flow.
• Generate and send customer invoices and statements, record and reconcile customer payments, and monitor accounts receivable aging.
• Follow up on outstanding invoices, resolve billing issues, and support month-end and year-end closing processes.

• Supervise and coordinate day-to-day operations of the NYK Logistics Line account.
• Provide leadership and direction to team members, acting as subject matter expert on requirements and deliverables.
• Serve as primary point of contact for the client and address queries and requests.
• Monitor team performance, provide feedback and coaching, and collaborate with operations, quality, and training teams.
• Conduct regular team meetings, analyze data and metrics to identify trends and improvement areas, and ensure adherence to policies and SLAs.

• Manage financial transactions including accounts payable, accounts receivable, and general ledger entries.
• Prepare and analyze financial statements such as balance sheets, income statements, and cash flow statements.
• Perform month-end and year-end closing procedures and maintain accuracy of the general ledger.
• Process accounts payable invoices and monitor accounts receivable aging, coordinating collection efforts.
• Prepare and submit various tax filings and assist in budgeting and forecasting.
• Collaborate with internal stakeholders to support business decisions and stay current with accounting regulations and GAAP.
• Utilize accounting software to streamline processes and participate in internal and external audits.

• Assist in research and development projects, contributing to the implementation of innovative solutions and technologies.
• Collaborate with team members on tasks and projects and participate in training sessions and workshops.
• Support senior staff in day-to-day operations, documentation, and coordination of meetings.
• Contribute ideas during team meetings, complete assigned tasks on time, communicate effectively with supervisors, and maintain confidentiality and integrity in handling sensitive information.

• Conduct analysis of Unilever’s business processes to identify improvement and outsourcing opportunities.
• Collaborate with Unilever stakeholders to understand objectives and requirements.
• Develop customized business solutions and outsourcing strategies and present proposals to management.
• Coordinate implementation with internal teams and vendors, monitor KPIs and SLAs, and provide ongoing support.
• Foster strong relationships with Unilever stakeholders as a trusted advisor.