Charlie Belle Youssef, Associate
Supports the daily operations of the wealth management firm by managing client account documentation, processing administrative requests, and maintaining accurate records. Assists with account openings and updates, coordinates required forms and approvals, ensures compliance with internal procedures, and facilitates communication between clients and advisors. Also supports general office administration to ensure smooth workflow and timely execution of client-related tasks.
Education background:
- BA in business administration –University of Lebanon (Major in Audit)
Relevant experience:
- Former client account coordinator for international companies operating in Qatar.
- Former branch supervisor at a medical center in Qatar.
- Former banking credit administrative officer.
- Bookkeeping and social media coordinator at Our Lady of Victory Church