Daniela Sanchez Email & Phone Number

Miami-Fort Lauderdale Area

Handled coordination of client engagements and firm workflow for over 180 clients.Developed and revised online business plans and social media goals increasing company's media growth.Provided end of month reports to supervisors to determine monthly and yearly goals.Managed all financial documents exchanges for all clients calculating income, taxes, and expenses, as well as providing a detailed list of assets for higher case success.Developed a new client communication and scheduling process that reduced the amount of time spent on these tasks by 40 hours per month.Supervised and trained other clerical staff, including arranging new employee training by scheduling and organizing training material.Managed projects that generated over 40% of high-quality leads and new clients.

Miami-Fort Lauderdale Area

Received and routed incoming calls and correspondence to promote timely communication.Coordinated communications, including taking calls, responding to emails, and interfacing with clients.Reconciled all expenses and accounts, including company credit cards and expense accounts.Coded invoices and other records to maintain organized and accurate bookkeeping.Prepared month-end closing entries for detailed reporting and recordkeeping.Booked flights and coordinated transportation and activities for the branch's manager and staff.

Deerfield Beach, Florida, United States

Answered a constant flow of customer calls with up to 20 calls in queue per minute.Secured information by completing database backups.Maintained operations by following policies, procedures, and needed changes.Contributed to the team effort with a friendly and positive attitude.Assisted with company weekly and monthly sales and clientele reports.