Executive Administrative Assistant

Libany Villa

*** ** *** *** *** ● Hallandale Beach, FL 33009

Cel: 201-***-**** ● Email:*******@*****.***

Profile

More than seven years successful experience as an Executive Assistant in Financial Services with recognized strengths in administrative functions, account maintenance, customer service, problem-solving /trouble-shooting, sales staff support, Financial Advisor support and planning/implementing proactive procedures and systems to avoid conflicts. Deadline driven, detail oriented Possess solid computer skills: excellent working knowledge using both IBM and Mac systems, Microsoft Excel, Microsoft Word, and Financial Hubs. Excel in team and individual work settings. Fluent in Spanish.

RELEVANT PROFESSIONAL EXPERIENCE

Client Service Associate

Morgan Stanley Wealth Management, Ft.Lauderdale, July 2015-Present

Provide high quality, high touch service to Wealth Management clients both domestic and International.

Responsible for monitoring and maintaining client accounts across clients. complex structures and a wide variety of products.

Manage daily client transactions and inquiries accurately, within established deadlines and in accordance with firm and business policies and procedures, as well as applicable FINRA and other federal regulations.

Act as an advisor to clients on banking related needs

Coordinate and follow through on client requests for products and services

Research, follow-up and resolve client inquiries and issues through effective interaction with clients, advisors, product partners, branch/operations teams

Perform administrative duties for Financial Advisors including, but not limited to, typing letters, forms and reports,correspondence,travel/meeting arrangements, calendar management and monthly expense reports. Organizing client events. Handle telephone calls and or respond to other inquiries and/or requests for research reports as well as researching account inquiries and/or problems. Other various administrative and Personal tasks that would arise in a timely manner.

Account Services Specialist

Investacorp Inc, Miami, FL July 2013-July 2015

Answer incoming calls from registered representative and sales assistants on a variety of topics including account details, operational questions, and paperwork processing

Open, service and maintenance of Brokerage and Advisory accounts

Resolve moderately complex questions refer more detailed questions to management.

Answer incoming calls from over 500+ Representatives

Resolve customer inquiries and problems

Review documentation to ensure all requirements to establish accounts were met.

Responsible for replying to all incoming e-mails and faxes to the New Accounts Department

Process ACATS transfers

Contact clearing firm and other external vendors to resolve inquiries.

Provide general operational processing assistance

May provide back up to other operational areas.

Key Accomplishment

Received recognition and obtained promotion within my first few months of being hired

Annuity Representative

Citi Smith Barney, New York, NY Sep. 2004- Apr. 2011

Evaluated the daily transactions received from financial centers. Provided support to financial advisors with operational and annuity related inquires.

• Followed the regulation for compliance with NY State Requirements.

• Complied daily MIS reconciliation of checks and holdover applications

• Worked with other units with the Middle Office to reconcile annuity discrepancies.

• Investigated, prepared letters, reports and spreadsheets for higher management to review for

approval cost of errors correction.

• Provided recommendation to supervisors on errors, trends and ways.

• Improved Process in the quality of work.

• Interacted with management team and other internal departments.

• Reconciled, analyzed and resolved cash and asset differences between accounting and trading

system.

• Researched, examined, and investigated data for daily problems

• Quality Control-Double checked work to insure the highest level of Quality Assurance.

• Examined each transaction for possible conflicts of interest.

• Provided support for daily and monthly reconciliation of data.

• Supported fellow employees and trained newly hired on annuity.

• Crossed trained with management and other employees within the department to provide backup

assistance when necessary.

• Perform administrative duties for Annutiy Department Management team including, but not limited to, typing letters, forms and reports,correspondence,travel/meeting arrangements, calendar management and monthly meeting reports. Handle telephone calls and or respond to other inquiries and/or requests for research reports as well as researching annuity department discrepancies and/or problems. Other various administrative tasks.

Key Accomplishment

Received recognition for providing excellent customer service. Successfully passed internal and external audits with no findings

Education & Training

United States Army Reserve Sep. 2001- Mar. 2005

Automated Logistical Specialist

Memorial High School Sep. 2006-Jun.2000

High School Diploma

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