Israel O.
Mid-Level Investment Support Specialist
Open to offersNew to PlatformPortfolios
About
Israel O. is a results-driven professional in financial services and executive support with an extensive background in investment product support and credit analysis. Currently serving as an Investment/Customer Support Specialist at Lighthouse Capital Limited, Israel oversees client portfolios, manages seamless onboardings, and ensures compliance through rigorous KYC/AML processes. At Leadgon Agency, Israel contributes as a Virtual Assistant/Freelance Appointment Setter, executing B2B outreach strategies and managing sales calendars to nurture business partnerships. Previously, as an Executive Sales Assistant/Credit Officer, he evaluated credit applications and maintained loan portfolio integrity. With proficiency in tools like QuickBooks, CRM Systems, and Microsoft Excel, Israel combines his expertise in accounting, capital market operations, and project management to optimize client experiences and streamline operational workflows. Israel holds a Bachelor of Science in Accounting from Salem University and is progressing through the Chartered Institute of Stockbrokers.
Experience
Virtual Assistant / Appointment Setter (Freelance)
Leadgon Agency · 2026 — PresentImplement targeted B2B outreach strategies to engage high-value potential leads and assess potential business partnerships. Provide executive virtual assistance by overseeing email management, streamlining daily operational workflows, and coordinating communications among teams. Organize sales calendars, facilitate discovery meetings, and nurture pipeline leads through CRM platforms and Calendly. Achieve monthly appointment targets by refining sales scripts, managing objections professionally, and establishing rapport.Investment / Customer Support Specialist
Lighthouse Capital Limited · 2025 — PresentAct as the main contact for investment clients, managing portfolios that include fixed deposits, cluster savings, and personal wealth accounts. Ensure a smooth client onboarding experience through rigorous KYC/AML compliance checks and document verification. Address complex financial inquiries and service requests efficiently via email, phone, and secure messaging tools to enhance client retention. Collaborate with portfolio managers and internal operations to facilitate prompt trade execution and accurate account management.Executive Sales Assistant / Credit Officer
Lighthouse Capital Limited · 2020 — 2024Assess credit applications, perform financial evaluations, and conduct risk analysis on corporate and individual loan packages. Promote key financial products including fixed deposit structures, cluster savings, salary advance programs, and personal credit facilities. Oversee loan portfolio repayments, handle collection workflows, and ensure non-performing loans (NPLs) are maintained below threshold levels. Draft structured credit appraisal memos, loan agreements, and periodic sales performance summaries for executive review.Cashier / Customer Support Assistant
Deda Hospital · 2018 — 2020Handle daily patient billing, manage cash collections, process card transactions, and conduct end-of-day ledger reconciliations with precision. Provide front-desk support, responding to patient inquiries and facilitating their intake and registration efficiently. Keep accurate medical billing and transaction records while adhering to health record confidentiality standards.
Skills & Expertise
Education
- Bachelor of Science (B.Sc.) in AccountingSalem University
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