Gena Mae Zarriz Email & Phone Number

Toronto, On, Ca

Generated and updated investment portfolios, ensuring accuracy and preparing summaries and performance reports for client reviews, prepare mutual fund transactions including account opening, transfers, switches, rollovers, and cancellations.Conduct regular KYC information updates to adhere to regulatory standards and collaborated with different fund companies to support investments and insurance applications, renewals, and claims processes by preparing and reviewing documentation. Offer comprehensive administrative support including overseeing office supplies, managing mail distribution, maintaining an organized office, assisting in data entry, maintaining spreadsheets, generating reports, and coordinating appointments, meetings, and travel arrangements to streamline the advisor's schedule and manage their calendar efficiently.

Toronto, Ontario, Canada

I provide comprehensive support to financial advisors, overseeing scheduling, client file preparation, and correspondence management to ensure seamless daily operations. Upholding compliance policies, I meticulously maintain client data integrity, ensuring regulatory standards are met. Acting as a liaison, I facilitate effective client communication via multiple channels, offering prompt and professional responses to inquiries and concerns. Additionally, I manage organized client documentation, ensuring accuracy, compliance, and efficient retrieval, contributing to streamlined processes and client satisfaction.

Toronto, Ontario, Canada

Highly engaged and customer-oriented Restaurant Crew Member at Bingz Canada. Proficient in high-tempo food preparation while upholding quality standards during peak rushes. Skilled in maintaining cleanliness and organization, replenishing supplies, and collaborating effectively with team members to enhance customer service and multitasking skills. Demonstrates prompt and courteous handling of customer complaints, escalating issues as necessary for resolution by management.

Philippines

I demonstrated proficiency in Microsoft Office, efficiently managing calendars, coordinating meetings, and providing vital administrative support to enhance overall office productivity. I diligently monitored government permits and certifications, ensuring compliance with deadlines while organizing and managing sensitive data in Excel spreadsheets, contributing to accurate reporting and decision-making processes. Collaborating seamlessly with various departments, I ensured the upkeep of company assets and equipment to meet organizational standards. Additionally, I processed expense reports in accordance with company policies and deadlines, while maintaining confidentiality in handling client records and taking detailed meeting notes.

Philippines

I provided comprehensive support to the Department Head of the Local Youth Development Department within the City Mayor’s Office. This included efficiently managing calendars, scheduling appointments, and coordinating meetings to optimize time utilization. Additionally, I arranged travel accommodations for departmental staff, collaborating closely with the Department Head and the City Mayor's Office. Handling communications with professionalism and confidentiality, I ensured smooth interactions both internally and externally. Attending executive meetings, I took detailed minutes and provided administrative assistance as required, contributing to seamless collaboration between the Department Head and the City Mayor's Office.

Diploma Of Education, Office Administration - Executive

Bachelor Of Science - Bs, Business Administration Major In Business Management