Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Awards
Personal Information
Timeline
Generic

Pilar Buitrago

Calgary,Canada

Summary

Trilingual (English, French & Spanish) Virtual Assistant with over 10 years of experience in administration, finance, and customer service. Adept at optimizing operations, managing calendars, organizing files, and providing exceptional support to clients and leadership teams. Skilled in creating marketing materials, handling HR documentation, and improving workflows. Proficient in tools like Canva, Google Workspace, and Microsoft Office Suite. Committed to precision, initiative, and professionalism.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Virtual Assistant Director

Seedlings Preschool
02.2020 - 10.2024
  • Managed and organized calendars and appointments for new families.
  • Assisted with digital filing, document organization, and record-keeping for clients documents and internal staff members.
  • Responded to customer inquiries and provide excellent support through email and internal app.
  • Coordinated and scheduled new clients meetings and events as needed.
  • Collaborated with team members (teachers) on a variety of administrative tasks.
  • Handled transactions, generating invoices, tracking expenses, and processing agent payouts.
  • Maintained compliance by auditing transaction files, organizing required documents, and sending missing items for signature.
  • Utilized and created visually compelling internal and outside marketing using Canva, Videos (Vimeo) and other tools ensuring consistent branding and messaging, , such as Microsoft Office or Google Workspace.

Senior Financial Advisor

RBC
05.2014 - 02.2020
  • Cultivated Personal and Small Enterprises client relationships, providing tailored financial solutions for banking, investments and lending needs (loans and mortgages)
  • Increasing own portfolio by 30%
  • Initiated and conducted on financial literacy for personal investors, amplifying client base by 20%
  • Implemented contact and relationship building strategies and support new client acquisition in local community, increasing 15% new clients
  • Developed, retained and increased the branch business by delivering against individual and team sales goals that support a positive customer experience

Senior Financial Advisor

Laurentian Bank
12.2011 - 04.2014
  • Provided service and advise customers on savings, investment and credit matters
  • Developed and cultivated client base for the company
  • Built client relationships based on strategies meeting clients' financial goals
  • Leveraged technology to deliver on client experience and drive sales and retention (i.e., smartphones, tablets, laptops, etc.)

Education

Economist Bachelor - Economics

Pontificia Universidad Javeriana

Master's degree - Economics

Pontificia Universidad Javeriana

Organizational Leadership - undefined

Creative Consulting
12.2024

Skills

  • Ability to work independently and thrive in a remote setting
  • Strong communication skills, both written and verbal, in English
  • Client Issue Resolution

Accomplishments

    Awards

    Performance Award Winner (Q3 2018) – RBC

Certification

  • Mutual Funds accreditation
  • Certificate Financial Services

Languages

French
Full Professional
Spanish
Native or Bilingual
English
Full Professional

Awards

  • BRONZE AWARD, 2015, RBC
  • Q4 winner of the new Cross-border Champion, 2018
  • Q1 Mentorship Award Winner, 2018, RBC
  • Q3 Winner Performance, 2018

Personal Information

Title: Executive Business Administrator

Timeline

Virtual Assistant Director

Seedlings Preschool
02.2020 - 10.2024

Senior Financial Advisor

RBC
05.2014 - 02.2020

Senior Financial Advisor

Laurentian Bank
12.2011 - 04.2014

Master's degree - Economics

Pontificia Universidad Javeriana

Organizational Leadership - undefined

Creative Consulting

Economist Bachelor - Economics

Pontificia Universidad Javeriana

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Pilar Buitrago