Juliana Peres Machado
Vancouver,Canada
Summary
Efficient and detail-oriented professional with strong administrative, client service, and financial operations experience. Skilled in managing schedules, ensuring compliance, and handling transactions with precision. Experienced in client records management, including Salesforce and insurance platforms. Fluent in English and Portuguese, fostering strong communication and global perspective. Committed to problem-solving, efficiency, and seamless back-office operations.
Overview
4
4
years of professional experience
Work History
Region Office Coordinator - Operations
IG Wealth Management
Vancouver, Canada
10.2024 - Current
- Conduct quality reviews for the account opening process, ensuring accuracy and compliance.
- Manage rejection queues, incoming transfers, consultant change requests, and compensation payments.
- Maintain filing systems and oversee office equipment.
- Update client information while ensuring adherence to compliance policies.
- Provide administrative support and training to the Consultant network.
- Deliver high-quality customer service to clients and advisors, responding to inquiries with professionalism and confidentiality.
- Support departments with administrative tasks as needed.
- Familiar with Registered and Non-Registered financial products.
- Assist with special projects assigned by management.
- Schedule staff appointments using Outlook.
- Compile and track data using Excel spreadsheets.
- Review contracts for accuracy prior to approval.
Hospitality Coordinator
BGD Solutions - 3 Months contract working at EY Vancouver Office
Vancouver, Canada
08.2024 - 10.2024
- Managed hospitality services and processes.
- Planned and prepared event logistics.
- Processed catering and supply invoices for payment.
- Maintained electronic filing and inventory control.
- Developed event plans, timelines and budgets.
- Provided onsite support during events to ensure smooth operations.
- Coordinated venue logistics such as seating arrangements, audio-visual needs, catering services and decorations.
Client Advisor
RBC Royal Bank of Canada
Toronto, Canada
10.2022 - 03.2024
- Provide exceptional customer service by assisting clients with transactions, inquiries, and financial solutions.
- Process deposits, withdrawals, transfers, and payments with accuracy and efficiency.
- Maintain and update client records while ensuring compliance with banking policies and regulations.
- Assist with account opening procedures and financial product inquiries.
- Collaborate with internal teams to resolve customer concerns and improve service delivery.
- Manage cash balancing, reconciliation, and reporting.
- Utilize banking systems and software for transaction processing and record-keeping.
- Support branch operations by handling administrative tasks, including document management and scheduling.
- Educate clients on financial products, services, and digital banking tools to enhance their experience.
Customer Experience Associate
Scotiabank
Toronto, Canada
11.2021 - 08.2022
- Process transactions, including deposits, withdrawals, payments, and transfers.
- Assist clients with account inquiries, openings, and banking services.
- Maintain accurate records while ensuring compliance with policies.
- Handle cash balancing, audits, and reporting.
- Provide administrative support and collaborate with internal teams.
Education
Python Intermediate Level Course -
The Tech Effect
Toronto, Canada08.2024
Communication and Service Essentials Diploma - Co-op in Hospitality Management
ILAC International College
Canada09.2020
Bachelor - Speech Language Pathology
Pontificia Universidade Catolica De Goias
Brazil02.2015
Skills
- Teamwork & Collaboration
- Administrative & Office Support
- Attention to Detail
- Time Management
- Problem Solving & Multitasking
- Strong Communication & Problem-Solving
- Document Processing & Compliance
- Technology Proficiency: Microsoft Office, Zoom, DocuSign, Sales Force
- Familiar with Registered and Non-Registered Products
Volunteer Experience
Volunteer, PUC Goias, Goiania, 01/01/13, 08/01/13, Voluntary Internship providing support and help for children with hearing impairment.
Languages
- English, Fluent
- Portuguese, Native
Timeline
Region Office Coordinator - Operations
IG Wealth Management
10.2024 - Current
Hospitality Coordinator
BGD Solutions - 3 Months contract working at EY Vancouver Office
08.2024 - 10.2024
Client Advisor
RBC Royal Bank of Canada
10.2022 - 03.2024
Customer Experience Associate
Scotiabank
11.2021 - 08.2022
Python Intermediate Level Course -
The Tech Effect
Communication and Service Essentials Diploma - Co-op in Hospitality Management
ILAC International College
Bachelor - Speech Language Pathology
Pontificia Universidade Catolica De Goias
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