Office Manager Customer Service

Ruben D Montesinos

Results-Driven Office Manager Operational Optimization Budget Expertise

Cell: 954-***-****

Email: *.************@*****.***

PROFESSIONAL EXPERIENCE

Total Wine, Pembroke Pines, FL - Wine Supervisor

11/2023- PRESENT

Foster a sales-focused environment through the development of team members

Provide excellent customer service and establish relationships with customers and vendors

Oversee cashier, merchandising, and sales floor activities

Worked in various departments and functions such as Cashier, Online, and Merchandise. Learning the day-to-day operations of the store

Primerica, Tamarac, FL — Financial Services Representative

07/2021 - PRESENT

Manages varied portfolios, offering comprehensive financial planning and investment advisory services to achieve wealth and management goals.

Develops and implements strategic financial and forecasting models and tools, resulting in accurate risk analysis and efficient decision-making processes for the organization.

Leads cross-functional teams to successfully execute due diligence processes and financial audits, ensuring compliance with regulatory standards and mitigating operational risk.

Primerica, Tamarac, FL — Office Manager

04/2021 - 07/2023

Streamlined administrative processes by implementing efficient systems for document management, resulting in increased productivity.

Supervised a team of over 10 associates, providing guidance and support to ensure seamless office operations and adherence to company policies.

SKILLS

Time Management

Customer Service

Investment Planning

Team Collaboration

Financial Education

Account Management

Risk Assessment

Sales Management

TECH TOOLS

Microsoft Office Suite

Outlook

Google Docs

LANGUAGES

Native English

EDUCATION

FLORIDA ATLANTIC UNIVERSITY

FINANCE & BUSINESS MANAGEMENT

Certifications/Licenses

Series 214- Life/Fixed Annuities

Series 6

Series 26

Series 63

MLO- FL

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