Summary
Overview
Work History
Education
Skills
Websites
Timeline
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Karla Castro Arcos

Karla Castro Arcos

Calgary,Canada

Summary

Seasoned professional with a customer-centric approach and adept interpersonal abilities, skilled at fostering and managing relationships effectively. Business-minded and results-oriented, with a strategic mindset to deliver value and innovative solutions to intricate challenges. Meticulous attention to detail and exceptional customer service, communication, and organizational prowess. Proficient in time management, prioritization, and deadline-driven multitasking, ensuring seamless execution of tasks in dynamic environments.

Overview

16
16
years of professional experience

Work History

FINANCIAL STRATEGIST

CIG Brokerage
07.2023 - Current
  • Provide financial education to newcomers in Alberta
  • Analyze client's financial needs and find the best match on the different financial products to pursue their dreams in Canada
  • Educate clients on various financial matters and provide professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Build strong relationships with stakeholders.
  • Conduct thorough competitor analysis to identify opportunities for product differentiation and market positioning.
  • Ensure compliance with industry regulations and company policies while serving clients best interests.
  • Maintain detailed records of all client interactions, ensuring accuracy in account management and reporting activities.

DIGITAL CREATOR

Mi Dinero en Canada
07.2023 - Current
  • Create weekly educational videos to share valuable information about money in Canada.
  • Increase brand awareness through the creation of Instagram lives with different types of influencers who create content about life in Canada.
  • Identified target audiences to analyze characteristics, behaviour and media habits.
  • Manage approximately 30 incoming calls, video calls, emails and messages from customers and potential clients.

FINANCIAL ADVISOR

World Financial Group Canada
01.2023 - 07.2023
  • Provide financial education to newcomers in British Columbia, Alberta, and New Brunswick
  • Analyze client's financial needs and find the best match on the different financial products to pursue their dreams in Canada
  • Recruit financial advisors to join us in our team.

MARKETING & ADMISSIONS OFFICER

Canadian College
11.2018 - 12.2022
  • Provided exceptional customer service to prospective students and their representatives, answering inquiries via phone or email promptly and professionally.
  • Support the marketing manager for Latin America with marketing strategies to attract more students according to the defined audience.
  • Developed an efficient system for tracking application statuses, ensuring accurate information was always readily available.
  • Plan and present the college by streaming to prospective students and agencies in Latin America through social media platforms.
  • Proficient in the end-to-end processing of invoices and adept at promptly addressing vendor and client inquiries with precision and professionalism.
  • Managed the True North (ERP) for Latin American students and payment collection.

MANAGING DIRECTOR

Globaliza2 Agency
05.2014 - 10.2018
  • Designed and controlled the recruitment process to attract students to study abroad, focusing on Canada
  • Trained and mentored 20+ new and existing account executives on selling strategies, customer relationship management, and advanced product knowledge
  • Developed the Marketing Plan and measured the goals according to the strategies established
  • Supported signing alliances and agreements with more than thirty educational institutions in Canada, the UK, and the USA
  • Sales KPIs, segments, market positioning, and digital marketing strategies.

SENIOR HR ANALYST

Holding GasAtacama - ENDESA
02.2008 - 07.2013
  • Controlled the execution of the HR Corporate Plan, decreasing costs by 10% per semester
  • Improved the structure of the Human Resources Office related to policies, objectives, and budget
  • Redesigned the Performance Evaluation System towards 360º feedback
  • Established Induction Procedures for new employees
  • Created an efficient onboarding program
  • Designed and managed KPIs to control the HR Office
  • Processed payments to employees, including high managers ensuring regulatory compliance (Expert in Payroll Software)
  • Managed benefits of employees according to contracts and collective agreements
  • Analyzed financial statements related to HR, detecting deviations and implementing adjustments.

Education

PEOPLE AND ORGANIZATION MANAGEMENT DIPLOMA -

Universidad Adolfo Ibañez
Chile
12.2012

BBA - Business Administration

Universidad De Santiago De Chile
Chile
03.2012

BACHELOR OF TECHNOLOGY - TECHNOLOGIST IN PERSONNEL ADMINISTRATION -

Universidad De Santiago De Chile
Chile
03.2008

Skills

  • Data Entry and Accuracy
  • Bank and Credit Card Reconciliation
  • Detail Oriented
  • Financial Record Management
  • Proactive
  • Stakeholder Communication and Liaison
  • Payment Processing and Financial Administration
  • Analytical Thinking and Problem Solving
  • ERP - Payroll Professional and True North
  • CRM - Hubspot and Edvisor
  • Microsoft Office proficiency with advanced abilities in Excel

Timeline

FINANCIAL STRATEGIST

CIG Brokerage
07.2023 - Current

DIGITAL CREATOR

Mi Dinero en Canada
07.2023 - Current

FINANCIAL ADVISOR

World Financial Group Canada
01.2023 - 07.2023

MARKETING & ADMISSIONS OFFICER

Canadian College
11.2018 - 12.2022

MANAGING DIRECTOR

Globaliza2 Agency
05.2014 - 10.2018

SENIOR HR ANALYST

Holding GasAtacama - ENDESA
02.2008 - 07.2013

PEOPLE AND ORGANIZATION MANAGEMENT DIPLOMA -

Universidad Adolfo Ibañez

BBA - Business Administration

Universidad De Santiago De Chile

BACHELOR OF TECHNOLOGY - TECHNOLOGIST IN PERSONNEL ADMINISTRATION -

Universidad De Santiago De Chile

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Karla Castro Arcos