RACQUEL HENRY BURKE
Brampton,ON
Summary
Hardworking and driven finance sales management professional, prioritizes organizational expansion objectives and customer service quality. Well-versed in investment research and advisement. Develops proposals to deliver solid data to potential clients, leveraging excellent and current knowledge of market trends. Superior financial acumen with superior knowledge of risk, return and relative valuations. Identifies and capitalizes on sales opportunities to generate lasting relationships with clients.
Overview
25
25
years of professional experience
Work History
Personal Portfolio Manager
JMMB Ltd.
01.2020 - 07.2023
- Manage segment of designated High Net Worth Clients to maximize their wealth in order to meet their financial goals as well as to retain and deepen company's wallet share in financial market.
- Document Financial Plans followed by steps to be taken to commence and facilitate required program of action
- Prospect for new businesses among potential High Net Worth clients to help company's objective for revenue and market share.
- Facilitated portfolio performance review and implemented new strategies
- Provided rebalancing strategies to minimize risk exposures
- Complied with established internal controls and policies
- Analyzed business processes to identify cost savings and operational efficiencies
- Performed banking, business administration and financial tasks to guarantee five-star service for clients
Administrator
JMMB Ltd.
07.2007 - 01.2020
- Provides support by processing Client transactions or preparing account and transaction documentation
- Assists with opening of new Client accounts
- Provides support, as required, in management of investment portfolio of clients, in order to maximize their wealth
- Promotes and sell organization's products and services to help to meet Company’s and specified local subsidiaries’ goals for revenue and profit, through provision of information, whether proactively or in response to enquiries from Clients or other visitors
- Responsible for storage, maintenance and retrieval of database, particularly hard and some soft copy files, as well as all equipment
- Studied processes, implemented cost reductions and developed reporting procedures to maintain administrative workflow
- Evaluated operational practices and identified improvement opportunities to develop revisions for systems and procedures
- Developed and updated tracking spreadsheets for process monitoring and reporting
- Conducted regular reviews of operations and identified areas for improvement
Receptionist
JMMB Ltd.
10.2004 - 07.2007
- Supports efforts to uphold organization's image, with particular attention to quality of greeting and guidance provided to all visitors on entering building
- Logs all persons entering or leaving building during normal office hours, to assist in security of persons and property, as well as identify areas for improved Client Care
- Disburses cheques to Suppliers, Clients and Team Members to assist in more efficient controls and also better service delivery
- Receives, logs and sorts incoming mail for distribution to relevant departments.
Administrative Assistant
Renaissance Ja Grande Resort
01.2004 - 07.2004
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Restocked supplies and placed purchase orders to maintain adequate stock levels.
- Executed record filing system to improve document organization and management.
- Scheduled office meetings and client appointments for staff teams.
- Received and sorted incoming mail and packages to record, dispatch, or distribute to correct recipient.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Restocked supplies and placed purchase orders to maintain adequate stock levels
- Interacted with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions
Guests Service Agent/ Hotel Front Desk Agent
Renaissance Ja Grande Resort, Ocho
12.1998 - 01.2004
- Collected room deposits, fees, and payments.
- Welcomed each new arrival pleasantly and confirmed reservations and identification.
- Collaborated with team members to handle guest requirements from check-in through check-out.
- Responded to guest inquiries and resolved complaints to establish trust and increase satisfaction.
- Confirmed relevant guest information and payment methods to prevent fraud.
- Resolved service-related problems and documented actions in system.
- Oversaw fast-paced front desk operations and guests' needs at busy facility.
- Answered multi-line phone system to respond to inquiries and transfer calls to correct departments and personnel.
- Confirmed important personal and payment information for compliance with security and payment card industry standards.
- Liaised with housekeeping and maintenance staff to address requests and complaints made by guests.
- Greeted guests at front desk and engaged in pleasant conversations while managing check-in process.
- Contacted housekeeping staff and maintenance department to resolve issues with guest rooms.
Education
MSc - Corporate Finance
The University of The West Indies-MSBM
Kingston, Jamaica11.2021
BSc. - Business Administration
University College of The Caribbean
Kingston, Jamaica11.2010
Portfolio Management Programme | Fitz -
Fitz Ritz & Associates
Kingston, Jamaica08.2007
Jamaican Securities Course -
Ja Institute of Management
Kingston11.2006
Skills
- Financial Analysis
- Customer Service
- Sales
- Investments
- Customer Retention
- Microsoft Office
- Relationship Management
- Administrative
- Problem Solving
- Due Diligence
- Market Understanding
- Client Relationship Management
- Contract Negotiation
- Analyzing Investment Opportunities
- Profit Optimization
- Data Analytics
Languages
English
Native or Bilingual
Spanish
Limited Working
French
Limited Working
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Far and away the best prize that life offers is the chance to work hard at work worth doing.
Theodore Roosevelt
Timeline
Personal Portfolio Manager
JMMB Ltd.
01.2020 - 07.2023
Administrator
JMMB Ltd.
07.2007 - 01.2020
Receptionist
JMMB Ltd.
10.2004 - 07.2007
Administrative Assistant
Renaissance Ja Grande Resort
01.2004 - 07.2004
Guests Service Agent/ Hotel Front Desk Agent
Renaissance Ja Grande Resort, Ocho
12.1998 - 01.2004
MSc - Corporate Finance
The University of The West Indies-MSBM
BSc. - Business Administration
University College of The Caribbean
Portfolio Management Programme | Fitz -
Fitz Ritz & Associates
Jamaican Securities Course -
Ja Institute of Management
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