Avital Serber

Taking part in real-time monitoring of trading systems to ensure smooth operations and detect market anomalies.
Analyzing market conditions and escalating significant events.
Delivering timely updates to clients.
Generating and analyzing detailed performance & KPI reports on market and system performance.
Continuously developing expertise in trading and cryptocurrency markets.

• Managed daily trading operations for American pension fund accounts, including equities, mutual funds, and bonds, ensuring adherence to investment guidelines and risk management protocols.
• Conducted thorough analysis of market trends and portfolio performance to support informed trading decisions and optimize asset allocation.
• Coordinated with US financial advisors and internal teams to align trading activities with client objectives and regulatory requirements.
• Participated in cross-departmental meetings to streamline operational workflows and improve communication between trading, compliance, and customer support.
• Developed and facilitated training programs for a new team in Poland on trading platforms, pension products, and compliance procedures, enhancing team capabilities and reducing operational risks.
• Monitored pension fund transactions and maintained accurate records to ensure transparency and regulatory compliance.
• Utilized multiple US pension websites and financial platforms to execute trades, track account performance, and research investment opportunities.
• Assisted in resolving complex client inquiries related to trading activities, pension plans, and account management, providing high-quality customer service.
• Gained comprehensive knowledge of US retirement products including 401(k), Traditional IRA, Roth IRA, and other pension instruments, applying this expertise to support portfolio management and client reporting.

• Oversaw logistics and administrative operations across the firm’s three offices, ensuring smooth daily functioning.
• Managed complex calendars and meetings for senior partners and over 35 attorneys.
• Promoted to manage the Execution Office department, including staff supervision and workflow management, while personally handling legal claims and enforcement actions under attorney authorization.
• Maintained confidentiality while managing sensitive legal documents.
• Participated in management meetings and contributed to developing new operational practices.
• Supported preparation of presentations and reports for data-driven decision making.
• Coordinated professional and personal calendars, appointments, and events.
• Monitored expenses and maintained an organized financial filing system to ensure budget control.

• Managed student registration and placement within educational institutions.
• Guided parents through the school selection process, verifying eligibility based on municipal records including property tax, residence location, citizenship, and municipal boundaries.
• Chosen for the role after a rigorous selection process involving government exams and training, with only 3 candidates selected from over 200 applicants.
• Developed extensive knowledge of municipal and educational systems, alongside strong organizational and communication skills.

• Managed the sales department in alignment with the company’s monthly and biweekly targets.
• Prepared quarterly reports and maintained continuous account management to support business goals.
• Coordinated weekly shifts for reception staff to ensure optimal coverage and customer service.
• Consistently achieved both short-term and long-term sales targets.
• Handled inbound calls, responded to emails, and engaged directly with clients to provide excellent service and support.