Financial Planning Personal Assistant
Resume:
Magareth Bonilla
Houston, TX *****
*************@*****.***
Professional Summary
Accomplished administrative professional with 7+ years of experience in customer-facing roles, utilizing organizational skills to manage calendars, coordinate events, and maintain confidentiality. Proficient in Microsoft Office and skilled in expense reports, travel arrangements, and financial planning. Currently pursuing a Bachelor's degree in Business Ethics.
Work Experience
Personal Assistant
Bonilla Personal Services-Houston, TX
October 2024 to Present
• Managed and maintained executive's calendar, scheduling appointments and coordinating meetings
• Organized corporate events such as conferences, seminars, and team-building activities
• Screened phone calls and emails, prioritizing messages and responding on behalf of the executive as needed
• Managed expense reports by accurately tracking receipts, reconciling expenses, and submitting timely reimbursements
• Handled confidential information with discretion while maintaining a high level of professionalism at all times
• Arranged travel accommodations including flights, hotels, and transportation for domestic and international trips
• Prepared meeting agendas, presentations, and materials ensuring all necessary documents were available in advance
Account Receivable Specialist
Lonestar Electric Supply-Houston, TX
June 2023 to October 2024
• Performed detailed analysis of customer payment history to identify and resolve discrepancies or delinquencies
• Collaborated with sales team to resolve pricing disputes and negotiate payment terms with clients
• Diligently followed up on overdue invoices through phone calls, emails, and written correspondence
• Liaised with internal departments such as sales, customer service, and finance to address customer inquiries or issues related to invoicing or payments
• Maintained accurate records of all communications with clients regarding payment status or account adjustments
Universal Banker
PNC Financial Services Group-Houston, TX
June 2022 to May 2023
• Analyzed financial statements, credit reports, and other relevant documents to assess the creditworthiness of loan applicants
• Collaborated with underwriters to ensure timely processing and approval of loan applications
• Provided comprehensive financial planning services to clients, including retirement planning, investment strategies, and risk management
• Performed daily cash management activities such as deposits, withdrawals, and fund transfers for individual and business customers
• Assisted clients with account opening procedures, ensuring compliance with regulatory requirements
• Prepared detailed reports on key performance indicators (KPIs) such as revenue growth rate or customer satisfaction score
• Identified potential risks within the portfolio through thorough analysis of market trends or economic indicators
Education
Bachelor's degree in Business Ethics
University of Houston, Clear Lake
Present
First Generation college student
Associate's degree in Business
Houston Community College - Houston, TX
Future Business Leaders of America
Honors College
Dean's list
Philosophy Club member
Skills
• Microsoft Word
• Personal assistant experience
• English
• Administrative experience
• Time management
• Organizational skills
Certifications and Licenses
Microsoft Office Specialist
Driver's License
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