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Customer Service Administrative Assistant

Location:
Miami, FL
Posted:
June 19, 2017

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Resume:

Marlene Capdevila

***** ** *** ***** 786-***-****

Miami, Florida 33186 ac0w8f@r.postjobfree.com

OBJECTIVE A challenging position where my experience can be fully utilized and offers opportunity for future growth and development.

SUMMARY excellent communication with strong customer service skills and ability to work in a fast paced environment and meet deadlines. Highly organized. People oriented. Computer literate Knowledge of MS office/computer literacy NetX360 professional Access Pershing BNY Mellon, Thomson One Reuters and Beta trade, wires, and accounts processing, Remipro check 21 processing-check verification-check scanning, Sales Logix in house CRM system Sydel CompliXpert Software program. Fully Bilingual (English and Spanish) read and write in both. Excellent communication and interpersonal skills detail oriented and highly motivated able to work in a multicultural environment.

EXPERIENCE

11/16 – 05/17 Portfolio Resources Group Inc.

Operations Assistant

Performing client related activities

Support broker/dealer and advisory account maintenance

Back office and Electronic Filing support.

Keeping track of pending issues related account.

Review and approving all cashiering transactions

Reconciling all deposits and certificates daily and monthly.

Sending all Couriers with debit cards, check books and correspondence to many different countries all over the world.

In charge of all the Debit cards and check books for the broker dealer (filing fraud claims and the re order of checks and re issue of debit cards)

Back up every one or every position in the operations department

Back up the Cashiering when needed.

.

06/11 – 09/16 State Trust Miami, Florida.

Operations Assistant

Performing client related activities (including servicing, accounts openings, wire transfers, journals, issuing checks, reports, ACATs, follow-ups, reconciliations)

Implementing and executing process & procedures and back office operations..

Support brokers and referral brokers

Keeping track of pending issues related account.

Wire Transfer Specialist

Process and input wire transfer payments and administrative messages into the money transfer and or correspondent bank systems.

Follow instructions and guidelines for processing foreign currency payments.

Receive, release, and process wire transfers thru Federal Reserve and corresponding bank relationships. Process wires in the various queues such as repair, exception etc.

Review and release wires from the OFAC queue according to established guidelines.

Input call in customer wire request along with the processing of call-back verifications.

Monitor all online queues and perform duties as needed to ensure work is processed in a timely manner to meet established guidelines.

Research and resolve wire validations errors.

Communicate with Treasury Department and assist in monitoring daily Fed Reserve Cash balance and participate in throttling of wire to ensure guidelines are met.

03/07 – 04/09 UBS International Inc. Miami, Florida

Branch Service Associate/ Cashier

Carry out cash management functions, process securities and correspondence, keep records and perform margin activities.

Greet and assist clients to the branch, providing exceptional service.

Conduct trade processing and handle financial advisor corrections.

Help maintain the new account process for the branch

Create strong partnerships, cultivating relationships with assigned financial advisors and coordinating with the operations function.

Maintain risk awareness and regulatory knowledge.

Executive Receptionist/ Front Office.

Answer multi-line switch board, greet visitors.

Process mail handling deliveries, messengers, couriers, and express mail.

Schedule conferences and meetings.

Maintain contact lists, directories and vendor information.

Administrative support staff as needed on mailings, special projects, etc.

01/06 – 10/06 H&R Block Miami, Florida (seasonal)

Operations Manager District Office Specialist

Manage and support the Miami Dade district with date to date daily operational activities.

Clerical and Administrative assisting under the assigned Region Director District Managers and different departmental staff.

Completing Specific task with the ability to initiate plan and organize projects by priority and conducting several multiple task simultaneously and successfully that required confidentiality attention to detail.

09/02 – 08/05 THE OCEAN CLUB, Key Biscayne, Florida

Receptionist / Administrative Assistant F&B– the Beach club at The Ocean Club.

Department, & the Ocean Club Administration Office in General.

Responsibilities Include Perform Clerical Duties

Handle phones, provided customer service, data entry.

Backing up the Food & Beverage department in general.

Security Concierge- The Ocean Club

Responsible for the security of the Residence.

Providing Costumer service

Handling Emergencies Medical and in General for were ever pertain to the Building.

Worked the Entire Property for whatever the security department need it support.

REFERENCES Available upon request.

EDUCATION Bachillerato Academic specialize in Chemistry and Biology

Institute National General Francisco Morazán San Salvador

El Salvador

GED Department of Education of New York USA.

Attended Miami Dade College in Miami, FL USA

Marlene Capdevila

11818 SW 123rd Ave. 786-***-****

Miami, Florida 33186 ac0w8f@r.postjobfree.com

Personnel Director

Miami, Florida

Dear Personnel Director:

The purpose of this communication is to introduce myself and then to meet with you about joining your organization. My resume is enclosed for your review and consideration, and I believe you will find me well qualified.

My experience has afforded me exposure to numerous facets of business operation, including extensive customer service, problem solving, coordinating resources and supporting activities. In addition, I work well with people of different cultures and background, I am fluent in English and Spanish, and can carry on a conversation in Portuguese. I am confident that my experience in these areas will prove to be an asset to your organization.

Thank you for taking the time to review my resume. I look forward to further discussing my qualifications with you in person.

Sincerely,

Marlene Capdevila

Enclosure



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