Nermin Sabry

General role, including, HR, marketing, translating brochures and press releases, Helping staff with IT issues, Personal assistant to chairman, assisting Managing Director, accounting (Sage). •Prepare monthly P & L and other operating statements as required using SAGE Accounts. Responsible for the collection and preparation of accounts.

Creating opportunities for existing U.S trust accounts to facilitate conversion into Bank of America investment using Siebel (PRISM an internal web service at U.S trust), Facilitate the Opening and recertification of Client accounts, Set up online access for newly created accounts using COLA and CWS (client web station) through (Lotus Notes system) so client’s can view their funds, Contacting portfolio managers and assistant vice president’s via email or phone to obtain client’s missing information

Reviewing and validating W8 for corporations and individual clients assuring adequacy to meet IRS regulations in order to mitigate risk. Support the Voluntary Compliance Program (VCP) remediation project that UBS participated in with the IRS to prevent money laundering activities, NRA clients who received payments in 2005 and/or 2006 are asked to provide new Forms W-8 and additional supporting documentation such as Power of attorney document, Passports, Letter of Authorization supporting signatures, VH

Finance, Accounting, Management, HR, Quality Control, etc