Miami-Fort Lauderdale Area
Objective To gain career related work experience that will promote growth and advancement in my career choice, while the company benefits from my achievements in my Business Administration education, and from my skills and abilities in people management and relationship management. Skills • Fluent in Spanish • Communication (Writing, listening, using communication tools like email appropriately) • Critical Thinking (Analysis, problem solving, strategic planning, decision making) • Self-Management (Good time manager, organized, motivated, responsible, reliable) • Interpersonal (Understanding, diplomatic, discreet, supportive, assertive) • Microsoft Word, Excel, PowerPoint
• Supported financial advisors in managing client relationships and daily operational tasks. • Coordinated with clients to address inquiries, resolve issues, and ensure high levels of satisfaction. • Facilitated account transactions, including deposits, withdrawals, and transfers, in compliance with regulatory requirements. • Helped onboard new clients, including gathering necessary documentation and ensuring smooth account setup. • Delivered timely responses to client needs, including scheduling meetings and coordinating follow-ups. • Provided administrative support to the team, including organizing client meetings and maintaining client files.