Experienced administrative professional prepared for this role with strong background in office management, scheduling, and communication. Skilled in handling multiple tasks efficiently, ensuring smooth operations, and supporting executive teams. Team collaboration and adaptability to changing needs drive consistent achievement of organizational goals. Known for reliability and fostering positive work environment.
Overview
19
19
years of professional experience
Work History
Administrative Assistant
Scotia Wealth Insurance Services Inc (Scotiabank)
07.2021 - Current
Administrative support to Scotia Wealth Insurance Management by:
Reconciling and submitting weekly/monthly/yearly invoice for payment (e.g. Rogers, ICS, Purolator, Ebix, Arkadin and other vendors as applicable)
Tracking and submitting approved expense reports (e.g. SWIS Management, SWIS Sales Support) for payment
Tracking and following up on license renewals/requirements for SWIS Management
Helping to maintain insurance section on Wealthnet
Requesting business cards.
Provide administrative and scheduling support to Director, Insurance Advisory
Organizing travel arrangements for SWIS Management.
Controlling inventory and order supplies as required.
Maintaining and coordinating meeting schedules and conference calls as required
Assisting in coordinating conferences as needed.
Provide administrative support by:
Handling mail for SWIS Management.
Updating Centralize records as required
Handling special projects as assigned.
Help support the technology platform needs by:
Ordering hardware and software and access
Setting up user access on credentials on Centralize
Contribute to the effective functioning of the SWM Insurance team by:
Participating actively in team learning development activities and team performance achievements.
Building effective working relationships across the team and with various business line and corporate function contacts
Maintaining a high level of customer service
Facilitating a culture of open and honest communication
Actively participating and contributing to touch bases and team meetings
Encouraging the generation of new ideas and approaches
Actively share knowledge and experience to enhance the development of all team members
Developing and executing a meaningful employee development plan
Customer Service Representative
CANADIAN IMPERIAL BANK OF COMMERCE (CIBC)
04.2020 - 06.2021
Member of the Personal and Business Banking Team.
Knowledge of financial services products to help clients with their day-to-day banking needs.
Greet visitors on arrival, provide general information about entry procedures and manage any questions or concerns guests may have.
Answering questions, assisting with transactions and proactively connecting clients.
Assist as the first line of support as clients work towards their financial goals.
Strong customer focus with strong active listening skills
Excellent verbal and written communication skills (Spanish/English).
Ability to probe, investigate and resolve issues.
Excellent word processing, spreadsheet and database computer skills and proficiency in Microsoft Office and Adobe Acrobat.
Adaptable, organized and quick learner.
Proven ability to achieve results using a positive, collaborative approach with peers and clients.
Strong teamwork skills to work co-operatively, provide client support and work in a supportive team environment
Considerable experience performing administrative work for a senior manager and divisional team related to the job duties of the position.
Experience with budget procedures and practises, data analysis and reporting (i.e. variance reports).
Performs varied administrative tasks involving the preparation, research, summary and reconciliation of data and the control and expedition of documents, data, revenues and cash.
Ability to deal with difficult clients, de-escalate and diffuse challenging situations and successfully resolve customer issues in a diplomatic, unbiased and professional manner.
Excellent research and analytical skills with the ability to resolve employee issues/inquiries while providing excellent customer service and compile, analyze and report data for management decision-making purposes.
Strong analytical, problem solving, multi-tasking, organizational and time management skills, with the ability to manage multiple priorities within tight time constraints and work independently without close supervision.
Highly developed interpersonal skills, including excellent oral and written communications skills, with the ability to empathetically listen, interpret and respond to customers and supporting the employee experience.
Ability to work within an organizational culture that emphasizes continuous learning, collaboration, transparency, accountability and trust while promoting a strong code of ethics and integrity to support public service excellence.
Ability to support the Bank values to ensure a culture that champions equity, diversity, and respectful workplaces.
Sales Associate
VICTORIA’S SECRETS
11.2019 - 02.2020
Proactively engages with customers, reads cues and responds effectively.
Delivers a friendly and efficient cash wrap experience, processing customer transactions accurately and efficiently.
Provides customers with the perfect bra fit by asking effective questions.
Processes merchandise to be floor ready and maintains back room and under stock to brand standards
Replenishes merchandise to brand standards to ensure product is placed on the sales floor and available for purchase.
Assists with other projects as needed including markdowns, re-tickets and the mark out of stock process.
Assists with maintenance of back room and under stock, including merchandise and non-merchandise, to brand standards to enable efficient replenishment.
Understands and demonstrating Company values.
Maintains a focus on bras as the premier product differentiator, to build loyalty and support our "Best at Bras" culture.
Creator and Owner
ONE CHILD ONE BOOK
01.2017 - 01.2019
Organized reading events for kids.
Leader of the book club.
Monitor Leading to Reading and Homework Club activity according to written guidelines
Register children in the program
Contact and schedule returning program participants
Assign available times to volunteers and children
Maintain paperwork associated with the program including attendance records.
Assist in organizing and conducting activities for the final session
Experience with children and volunteers
Ability to follow instructions and carry out duties in an independent manner.
Good communication, interpersonal and organizational skills.
Ability to provide information services to all age groups.
Ability to do outreach.
Ability to plan, conduct and evaluate programs and events.
Ability to exercise sound judgement and to use problem-solving skills.
Legal & Social Work Counsel
TECHNICAL SECRETARIAT OF THE PRESIDENCY OF THE REPUBLIC
01.2011 - 01.2018
Responsible for the implementation of social work programs.
Provided legal counsel to the Secretary of State in socio-economic areas, as well as in financial and international cooperation matters.
Designed and formulated public policies to be carried out by the various government agencies, ensuring legal compliance and compatibility with the Government Plan.
Ability to interpret, apply, and explain applicable legislation, policies and procedures to determine appropriate enforcement action
Understand family court systems/procedures to interpret court orders and other legal documents, ensure compliance and explain court processes and decisions to clients/
Computer skills to research and access data, update financial information records and prepare correspondence.
Provide education on available systems for employees/managers to use to help access the right information.
Escalate inquiries/cases for employees or managers where appropriate and out of scope in order to be resolved.
Support implementation of new policies and programs by directing employees and managers to tools and information.
Sales Associate
CARTER’S INC. / OSHKOSH B’GOSH
01.2016 - 01.2017
Customer service including assisting with clothing choices, sizes and styling in a friendly and efficient manner.
Experience with understanding retail operation concepts such as maintaining to store standards, cash handling, and merchandise presentation.
Operating the register including all cash and credit sales, plus refunds and exchanges.
Stock management – restocking the sales floor with sizes from the stockroom.
Assisting with inventory, receiving and processing incoming apparel, as well weekly mark downs and clearance tagging.
Cashier responsibilities, such as greeting guests, handling cash and credit card transactions, promoting company’s status programs and gift cards.
Excels as a team player.
Actively participating in visual merchandising, floor moves, and display changes.
Regular cleaning duties around the store.
Informs each guest of current offers, programs and events.
Maintains a clean point of sale area and assist with sorting merchandise when not serving a guest.
Sort hangers and hard tags after each purchase.
Legal Analyst
SUPERINTENDENCY OF THE FINANCIAL SYSTEM
01.2007 - 01.2011
Responsible for the supervision of activities of banks, non-bank financial intermediaries, financial conglomerates, stock market participants, insurance companies, and pension fund administrators.
Provided legal opinions on issues related to the supervised entities, including claims made by customers against supervised entities.
Processing sanctioning administrative processes against the supervised entities, realization of conciliation proceedings with insurers in any disagreement with policyholders or beneficiaries, legal advice to various supervised financial institutions.
Ability to research quotes from arbitration cases, precedents, and citations for correct inclusion in Board decisions.
Education
Public Administrative Specialization -
Universidad de Salamanca
01.2018
Master’s Degree - Insurance Management
Universidad Pontificia De Salamanca
01.2010
Master’s Degree - Finance and Securities Law (LLM)
Universidad Pontificia Bolivariana
01.2008
Bachelor’s Degree - Law
Universidad Jose Matias Delgado
01.2006
Skills
Customer service
Data entry
Computer skills
Office administration
Adaptability
Attention to detail
Strong work ethic
Languages
English/Spanish (native)
Hobbies and Interests
Literature, Cosmetics, Tennis, Yoga and Spinning
OTHER ACTIVITIES
Actively participate as a Volunteer in Canadian Diabetes Association in different events.
Timeline
Administrative Assistant
Scotia Wealth Insurance Services Inc (Scotiabank)
07.2021 - Current
Customer Service Representative
CANADIAN IMPERIAL BANK OF COMMERCE (CIBC)
04.2020 - 06.2021
Sales Associate
VICTORIA’S SECRETS
11.2019 - 02.2020
Creator and Owner
ONE CHILD ONE BOOK
01.2017 - 01.2019
Sales Associate
CARTER’S INC. / OSHKOSH B’GOSH
01.2016 - 01.2017
Legal & Social Work Counsel
TECHNICAL SECRETARIAT OF THE PRESIDENCY OF THE REPUBLIC
01.2011 - 01.2018
Legal Analyst
SUPERINTENDENCY OF THE FINANCIAL SYSTEM
01.2007 - 01.2011
Master’s Degree - Finance and Securities Law (LLM)