Xoshyl A. Alvarez

***** ** ***** ******

Homestead, FL 33032

Phone: 786-***-**** ad4lxm@r.postjobfree.com

PROFESSIONAL SUMMARY

Twenty-nine years of diversified experience and detailed oriented professional that has demonstrated a wide range of practical and acquired skills through management and support functions. Proven experience in both large and small business organizations.

SKILLS

Excellent communication and interactive skills

Detailed oriented and ability to multi-task

Time management and prioritization

Problem solver who thinks outside the box

Strong interpersonal skills and team player

Multi-line phone proficiency

Knowledge in Maximizer, Administrative Writing

Skills, American Express Business Travel, Salesforce

Database, Boss, and Host

Proficient in expenses and travel

Maintain confidentiality

Advanced MS Office knowledge

70+ WPM

EXPERIENCE

Morgan Stanley Smith Barney

Client Service Associate 2018-2023

Processed internal journals, outgoing wire transfers that included securities and money

Spoke to clients daily about their accounts

Planed trips for the Financial Advisers

Processed travel expense reports for the Financial Advisers

Kept accounts up to date with necessary information

Prepared financial reports for clients

Prepared financial presentations for Financial Advisers

Operations Service Associate 2014-2018

Received and distribute all incoming debit cards and/or checkbooks to clients

Daily review of the 9/10 distribution report

Reviewed the log for all outgoing checks from branch and region

Processed all outgoing and incoming FedEx and DHL packages

Received check and security deposits into client accounts

BNP Paribas 2013-2014

Client Service Team

Processed re-documentation of existing accounts and applications for new accounts

Retrieved statements for Relationship Managers through AAA in Docubase

Sent out prospectus reports via email to clients pertaining to purchase of funds

Reviewed expense prior to them being sent to accounting for payment

Archives call reports within Maximizer

Managed account closings

H.I.G. Capital

Administrative Assistant 2010-2013

Assisted two Managing Directors, two Principles, four Vice Principals, ad four Associates

Typed letters, monitored statistical business reports and created analysis for Distressed Debt markets

Coordinated schedules for executives

Researched and coordinated extensive domestic and international travel arrangements including air, car rental/service, and hotel

Processed travel expenses

Coordinated breakfast and lunch meetings

Receptionist/Receptionist Tainer 2008-2013

Greeted guests and advised the appropriate assistant/executive to direct guest where they needed to be

Answered, screened and routed all incoming calls in a multi-line telephone system

Maintained visitor’s logs as well a sparking validations

Updated and distributed company telephone extension list

Trained all new receptionists on everything pertaining to their daily duties at the reception desk

MDN, Inc. 2001-2008

Executive Assistant/Office Manager

Assisted a Senior Investment Advisor who services and managed $250 million investment portfolio by all levels of support

from initial client retention to all aspects of account servicing

Handled all written and oral administrative functions for account transactions

Acted as liaison with clients to insure good communication and optimum servicing goals

Processed all payroll, bookkeeping, accounts payable, accounts receivable, licensing, and tax reporting

In charge of all office management tasks

EDUCATION

Miami Dade College, Miami, FL

Associate in Arts

LANGUAGES

Fluent in English and Spanish

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