Genoveve Caso

Remote work:

• Ordered samples from vendors to handle presentation creation activities.
• Contributed to increased project efficiency by maintaining organized files and documentation for all design projects.
• Developed strong relationships with industry professionals such as contractors, vendors, and manufacturers, to better serve client needs.
• Handled communication with clients and vendors by answering telephone calls, responding to emails and text messages.
• Coordinated with vendors and contractors, ensuring timely delivery of materials and services.
• Organized relevant tracking data and return policy information in an easily digestible format.
• Served as a trusted advisor to owner for personal and business related matters regarding financial support.
• Examined owner's overall financial situation by reviewing income, assets, debts, expenses and credit reports.
• Advised owner of strategies for reducing debt and how to develop a personal budget.
• Helped owner make informed decisions about financial future.

• Gathered, organized and input sensitive client information into digital database.
• Maintained client records and updated internal databases to support client documentation management.
• Provided administrative support to Senior Trust Advisor with onboarding of new Will clients.
• Prepared monthly sales scripts for both Will & Estate Advisor, as well as Senior Trust Advisor.
• Demonstrated exceptional attention to detail when reviewing contracts and agreements for accuracy and compliance with applicable laws.
• Handled sensitive information discreetly, maintaining strict confidentiality at all times as required by company policy & legal regulations.
• Streamlined document review processes, resulting in more accurate and efficient case management.
• Facilitated communication between departments, ensuring smooth operation and timely completion of projects.

• Participated in professional development opportunities such as training sessions and workshops, to stay informed on best practices within the life insurance industry.
• Prepared clear, informative presentations to explain life insurance policy features and benefits.
• Leveraged industry knowledge to educate potential clients on the importance of life insurance.
• Conducted comprehensive needs analysis for clients to tailor life insurance packages for their unique situations.
• Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
• Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
• Generated leads through cold-calling, networking and other outreach methods.
• Worked with sales team to collaboratively reach targets.

Remote work:

• Prepared proposals and alternative proposals to traditional and non-traditional employee benefits plans.
• Prepared client ready reports in excel for groups up to 50 employees (lives).
• Streamlined financial reporting for better decision-making with clear, concise analysis and presentation.
• Assisted advisors to ensure they submitted all necessary information to obtain proper quotations.
• Followed-up with insurance carriers to ensure groups were quoted properly and in a timely manner.
• Increased stakeholder confidence, providing transparent and accurate reports.
• Provided support for successful negotiations, preparing detailed proposals to employee benefits plans.
• Strengthened relationships with external partners through timely communication and collaboration.

• Provided administration and relationship management support to the Trust Officer.
• Performed daily surveillance over cash position and provided reports that required remedial attention.
• Prepared correspondence and documentation for Estate accounts to 3rd parties.
• Assembled information regarding assets in new trust accounts.
• Provided effective back-up in absence of Trust Officer.
• Ensured the timely and accurate distribution of trust assets to beneficiaries in accordance with the terms of the trust agreements.
• Collaborated with legal, tax, and investment teams to ensure optimal management of trust assets.
• Maintained accurate records of all transactions, ensuring proper documentation for audit purposes and regulatory compliance.
• Enhanced client satisfaction by effectively managing trust accounts and addressing their individual needs.
• Assisted in the onboarding of new clients, smoothly transitioning them into the company's trust services.
• Facilitated clear communication between clients, beneficiaries, attorneys, and other involved parties throughout the entire administration process.
• Evaluated transactions and reporting for adherence to applicable regulatory guidelines and data integrity.
• Supported legal staff with research and document preparation, enabling them to focus on more complex aspects of the cases.
• Demonstrated expertise in estate administration by accurately interpreting wills, trusts, and other relevant documents.
• Maintained confidentiality and security of sensitive information through proper handling of estate documentation.

1 year work contract:

• Provided administrative support to the Will & Estate Advisor.
• Prepared and processed client documentation for new business acceptance.
• Provided administrative support to Senior Trust Advisor with onboarding of new Will clients.
• Scheduled high volume competing appointments for Senior Trust Advisor and prepared business trip expenses.
• Prepared monthly sales scripts for both Will & Estate Advisor as well as Senior Trust Advisor.
• Ensured compliance with company policies, industry regulations, and legal requirements across all regional operations.
• Fostered a positive work environment by cultivating a supportive atmosphere.

Mandatory Co-op Term:

• Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
• Provided administrative support to the President & Chief Operation Officer.
• Developed an electronic master system, organized all client information into one central location.
• Created and maintained a recurring system for client bill payments and other periodic reminders
• Coordinated the mailing of client monthly/quarterly statements (via post/email) to investment advisors.
• Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
• Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
• Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
• Worked on different ad-hoc projects such as updating the filing system, preparation of documents for tax filings.

• Provided executive support to the Head of Private Banking and External Asset Managers (EAMs).
• Executed client instructions (trade orders, wire transfers).
• Liaised closely with trading desk (both locally and with colleagues in Switzerland).
• Facilitated the administration of Trust accounts.
• Assisted with account openings and closures in compliance with associated regulations.
• Performed wide-ranging administrative, financial and service-related functions.
• Contributed to a positive work environment with strong interpersonal skills and proactive teamwork attitude.
• Greeted guests in with friendliness and professionalism.
• Safeguarded sensitive information through proper documentation handling, data entry, and record maintenance procedures.
• Strengthened client relationships through consistent follow-up communication and efficient problem resolution.
• Demonstrated adaptability by quickly mastering new software applications for various tasks.
• Remained up to date with local AML, per the Central Bank of The Bahamas guidelines.