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Farha Helmy

Personal Assistant for Financial Consultant

Cairo, Egypt

Work Experience

  • Personal Assistant for Financial Consultant

    Freelance

    Dec 2022 - Jun 2023 -6 months

    Egypt

    • Job Details:Maintained database of client profiles, preferences, financial goals, and follow-ups for client portfolios or financial plans. Analyzed financial products or strategies, and provided current market trends, investment opportunities, and economic and financial news. Assisted in scheduling meetings, calls, and video conferences with clients, managed email correspondence, and filtered important communications. Organized reports, created financial plans, and ensured all documents comply with regulations and deadlines.
  • Universities’ Program Coordinator

    October Manor House International School

    Aug 2019 - Aug 2021 -2 yrs

    Egypt

    • Job Details:Organized and managed university trips for grade 12 students, collaborating with universities to provide detailed presentations on available majors, tuition fees and university benefits. Coordinated planning, accommodations, and communications with university representatives.
  • Business Teacher (Grade 12)

    October Manor House International School

    Sep 2018 - Aug 2020 -1 yr, 11 months

    Egypt

    • Job Details:Taught business course for high school students, preparing them for further education and providing real world application of business concepts. Developed educational materials and assisted students with career and university planning. Prepared them for the university environment and studying systems.
  • Student Union Member & Events

    AASTMT

    Aug 2018 - Jul 2022 -3 yrs, 11 months

    Egypt

    • Job Details:Led student's events, including organizing trips and entertainments, ensuring student satisfaction through careful negotiation with service providers. Responsible for managing and collaborating with food brands for the university food court. Played a key role in negotiating competitive pricing while keeping high-quality experience for the students. Acted as a liaison between students, dean, and the university president, standing for students concerns and resolving issues effectively.
  • Education

    • Bachelor's Degree in Financial Management

      Arab Academy for Science, Technology and Maritime Transport (AAST)

      Jan 2018 - Jan 2022 - 4 yr

    • High School

      October Manor House International School

      Jan 2017 - Jan 2017 - 0 Month

    Skills

    • Microsoft Office suite
    • Financial Management
    • Accounting
    • Event Planning
    • Communication
    • Negotiation
    • Problem Solving
    • Leadership
    • Team management
    • Research
    View More

    Languages

    • English

      Fluent
    • Arabic

      Fluent

    Training & Certifications

    • CFA

      AUC·2024
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