Operations Head / Admin & Client Coordinator at Elite VIP Connect (2022-01 – Present)
Lead daily operations for a premium chauffeuring and airport Meet & Greet service, ensuring seamless and professional service delivery.
- Lead daily operations for a premium chauffeuring and airport Meet & Greet service, ensuring seamless and professional service delivery.
- Allocate jobs based on client requirements, driver availability, route planning, and service standards.
- Manage a team of 8 drivers, 1 admin staff, and 1 accountant, providing leadership, scheduling, and performance oversight.
- Coordinate directly with VIP clients, corporate accounts, and travel partners to deliver tailored service solutions.
- Oversee income tracking, expenses, invoicing, and payroll, ensuring accuracy and timely processing.
- Monitor live operations, resolve issues, and maintain service continuity during peak periods.
- Implement operational improvements to enhance efficiency and client satisfaction.
- Ensure compliance with licensing, safety, and service protocols.
Team Lead / Business Analyst at JP Morgan Services (2018-06 – 2022-01)
Led cash management operations ensuring funding availability and timely settlement of client portfolios.
- Led cash management operations ensuring funding availability and timely settlement of client portfolios.
- Identified process gaps and implemented automation solutions to streamline trade operations.
- Designed and delivered Cash Fax automation and trade automation initiatives, reducing manual work and improving turnaround times.
- Coordinated with internal teams, agent banks, and credit officers to resolve breaks and manage overdrafts.
- Oversaw outgoing/incoming cash instructions, expenses, fees, and money market investments.
- Acted as the single point of contact for cash-related queries and investigations.
- Partnered with compliance teams to release transactions held in OFAC/sanctions queues.
- Supported reconciliation teams with Nostro statement analysis and break resolution.
Analyst at BNY Mellon (2015-01 – 2018-06)
Prepared accurate, client-centric custody reports and performed reconciliation of trade positions.
- Prepared accurate, client-centric custody reports for US-based clients.
- Performed reconciliation of trade positions between custody and execution reports.
- Handled new securities setup requests in LAMP using subscription documents.
- Verified and retrieved client documents to support timely reporting.
- Managed sensitive client data securely and responded to queries on trade/share positions.
