Sofia Tagaeva

Experience

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  Moscow Industrial Bank

  Jul 2008 - Apr 2017

  - Team leadership and operations management: successfully managed a team of 15 employees, overseeing work arrangements, report generation, data analysis, controls, and new employee training- VIP customer service- Providing safe deposit box service- ATM monitoring (cash balance monitoring, analyzing, loading planning, coordination with collection service)

  • Head of Financial Services Department

    Jul 2013 - Apr 2017

  • Banker

    Jul 2008 - Jul 2013
• 

  Eden Tal water systems

  Dec 2017 - Jan 2022

  Accounting Clerk

  - Customer file management and financial analysis: issuing invoices, making adjustments and analyzing tickets.- Communication with banks, credit companies, legal professionals- Collections expertise- Administrative duties

• 

  Mizrahi-Tefahot Bank

  Apr 2022 - Jul 2023

  Personal Account Manager

  - Provided comprehensive customer service in various banking areas.- Managed accounts of 900+ bank customers, including daily reports, analysis, and consulting.- Successfully promoted financial products, meeting monthly goals and leading product campaigns- Online banking service

• 

  Elemental Data Collection Inc.

  Oct 2023 - Feb 2024

  Research Interviewer

  - Conducting and documenting telephone interviews throughout Canada and USA

• 

  MacKenzie Wealth Planners/IPC Investment Corporation

  Feb 2024 - now

  Administrative Assistant

  • Preparation, delivery, processing, follow up and settlement of client financial transactions and document filing.• Completing administrative tasks as assigned by advisors.• Regulatory/Compliance tracking and follow-up.• Interaction with supplier companies, front-facing, telephone and online customer service.