Greta Sanchez

Greta Sanchez Email and Phone Number

Group Benefits Administrator Associate @ Vitality Wealth Management
Coquitlam, BC, CA
Greta Sanchez's Location
Coquitlam, British Columbia, Canada, Canada
About Greta Sanchez

With over 23 years of experience across finance, business administration, customer service, and management consulting, I am passionate about creating and implementing administrative systems that help organizations thrive. I specialize in simplifying processes and establishing clear, efficient pathways for success.Originally from Mexico, I immigrated to Canada in 2017, bringing with me a diverse background gained from working in various industries, including hospitality, construction, retail, and consulting. My belief is simple: anything is possible with dedication and perseverance.

Greta Sanchez's Current Company Details
Vitality Wealth Management

Vitality Wealth Management

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Group Benefits Administrator Associate
Coquitlam, BC, CA
Employees:
4
Greta Sanchez Work Experience Details
  • Vitality Wealth Management
    Group Benefits Administrator Associate
    Vitality Wealth Management
    Coquitlam, Bc, Ca
  • Greyspace
    Director Of Administration
    Greyspace
    Coquitlam, Bc, Ca
  • Greyspace
    Director Of Administration And Finance
    Greyspace Mar 2024 - Present
    Vancouver, British Columbia, Canada
  • Andrea Rodman Interiors Inc.
    Office Manager + Procurement
    Andrea Rodman Interiors Inc. Oct 2023 - Apr 2024
    Vancouver, British Columbia, Canada
  • Urgeo Inc.
    Administrative Manager
    Urgeo Inc. Jan 2022 - Oct 2023
    Vancouver, British Columbia, Canada
    * Direct and evaluate administrative department operations and staff members to ensure the business operates in a smooth, efficient manner.* Keep controls for all financial aspects of the business and ensure bookkeeping is done in a timely manner.* Develop, analyze, review, and implement administrative department systems and controls.*Create, review, and report department data and use this information to solve potential problems and strengthen performance.* Hire, train, coach… Show more * Direct and evaluate administrative department operations and staff members to ensure the business operates in a smooth, efficient manner.* Keep controls for all financial aspects of the business and ensure bookkeeping is done in a timely manner.* Develop, analyze, review, and implement administrative department systems and controls.*Create, review, and report department data and use this information to solve potential problems and strengthen performance.* Hire, train, coach, and lead support staff members.* Invoice and manage AR and AP to keep the budget on track.* Communicating plans, actions, risks, and issues with key stakeholders.* Ensure all information from the Company and records are organized and stored in a proper manner.* Email management and responsible for Client Success, providing the highest level of service to clients and prospects in anything they need.* Manage and configure all Saas tools used across the Company, including but not limited to, CRM, Slack, * Google Workspace, Google Calendar, Calendly, Zoom, Stripe, QBO, Monday.com, Mailchimp,* Cash flow management Show less
  • Urgeo Inc.
    Project Manager
    Urgeo Inc. Aug 2021 - Oct 2023
    Vancouver, British Columbia, Canada
    * Managed day-to-day activities for the Project Director* Ensured project support activities adhere to provided timelines and deliverables* Maintained documentation throughout the length of the project* Managing and building relationships with multiple teams * Analyzing project data and producing progress reports* Acts as confidential sounding board
  • It'S Your Time Business Services Inc.
    Administrative Consultant
    It'S Your Time Business Services Inc. Dec 2018 - Aug 2021
    Vancouver, British Columbia, Canada
    * Assisted multiple clients with implementation of controls and new softwares; provided Executive Assistant services as needed which included booking of appointments, monitoring emails and responding to inquiries; fulfilment of orders, and managing and coordinating any special projects as needed
  • Lowe'S Companies, Inc.
    Sales Specialist
    Lowe'S Companies, Inc. May 2017 - Dec 2018
    Vancouver Y Alrededores, Canadá
    • Store expert in Millwork providing detailed product information to both customers and peers.• Received and screened all incoming calls and emails.• Promoted and recommended products, plans, or installation services that match customer needs, informing customers on pricing, options or status on pending orders. • Greeted, assisted and directed all visitors in a professional manner.• Generated leads, conducted sales activities, built relationships with customers.• Kept… Show more • Store expert in Millwork providing detailed product information to both customers and peers.• Received and screened all incoming calls and emails.• Promoted and recommended products, plans, or installation services that match customer needs, informing customers on pricing, options or status on pending orders. • Greeted, assisted and directed all visitors in a professional manner.• Generated leads, conducted sales activities, built relationships with customers.• Kept shelves stocked and correctly displayed, and coordinate successful completion of projects and orders.• Fax, photocopy and scan documents as required and creation of estimates and Invoices.• Performed order management duties such as entering new orders for customers, reaching out to vendors on special orders, tracking and fulfilling orders, and resolving issues.• Performed price audits & cycle count controls. Show less
  • Occidental Vacation Club
    Operations Manager Of Vacation Club & Vlo
    Occidental Vacation Club Feb 2010 - Apr 2017
    Playa Del Carmen, Q.Roo, Mexico
    • Provided professional customer service, following up on Loan and financing options.• Processed payments and charges to credit card including invoicing and archiving of contracts.• Supervised the general operation of the sales room in the day-to-day basis. Including having all required supplies and managing P.O. for the facilities.• Coordinated the maintenance of all the facilities and optimal functioning of all work equipment.• Prepared, reviewed and modified… Show more • Provided professional customer service, following up on Loan and financing options.• Processed payments and charges to credit card including invoicing and archiving of contracts.• Supervised the general operation of the sales room in the day-to-day basis. Including having all required supplies and managing P.O. for the facilities.• Coordinated the maintenance of all the facilities and optimal functioning of all work equipment.• Prepared, reviewed and modified general templates, letters, reports, PowerPoint presentations, Word documents, Excel workbooks and other correspondence materials• Supervised all staff at the sales room including the hiring process and training of personnel.• Responded to inquiries via email and phone from departments and external stakeholders.• Created and maintained a logical filing system (code and file documents according to the established procedures)• Drafted minutes of meetings, resolutions and standard agreements as requested Show less
  • Maderería La Ribera (Lumberyard)
    Business Owner
    Maderería La Ribera (Lumberyard) Jan 2005 - Feb 2010
    Playa Del Carmen, Quintana Roo, Mexico
    • Plan, direct, and evaluate store operations including managing payroll.• Implemented price and credit policies and planned budget and authorized expenditures• Managed staff, inventory, finance and training of new employees.• Developed marketing policies, selected and bought merchandise for resale • Researched market trend to determine consumer demand and potential sales volumes• Prepared all documentation for monthly accounting.• Elaborated Invoices and… Show more • Plan, direct, and evaluate store operations including managing payroll.• Implemented price and credit policies and planned budget and authorized expenditures• Managed staff, inventory, finance and training of new employees.• Developed marketing policies, selected and bought merchandise for resale • Researched market trend to determine consumer demand and potential sales volumes• Prepared all documentation for monthly accounting.• Elaborated Invoices and coordinated delivery of products for customers• Operated cash register skillfully and processed payments for suppliers.• Bank reconciliation and management of accounts receivable and accounts payable. Show less
  • Digamos Sa De Cv
    Finance Manager
    Digamos Sa De Cv Jan 2002 - Dec 2004
    • Made the daily bank deposits and payments.• Managed budget of the company.• Analyzed all financial information and made recommendations to business owner.• Prepared documentation for the monthly accounting.• Elaborated checks and Wire transfers for all expenses of the company.• Controlled the costs and determined sales prices of products.• Controlled Banks accounts including reconciliation and monitored customers payments.
  • Consultant Assistant
    "Crece": Centro Regional Para La Competitividad Empresarial Cancun Jan 2000 - Aug 2001
    Collaborated with interviews to personal, making the reports of the diagnosis of the enterprises that requested the consultants services, analysis of balances and financial statements, suggesting solutions to the problems enterprises had investigating market trends.

Greta Sanchez Skills

New Business Development Marketing Microsoft Office Administrative Assistance Office Management Customer Service Administration Reporting And Analysis Professional Photography Photo Editing Purchase Management Adobe Creative Suite Communication Management Time Management Key Client Relationships Executive Calendar Management Office Support Leadership French Self Learning Skilled Multi Tasker

Greta Sanchez Education Details

Frequently Asked Questions about Greta Sanchez

What company does Greta Sanchez work for?

Greta Sanchez works for Vitality Wealth Management

What is Greta Sanchez's role at the current company?

Greta Sanchez's current role is Group Benefits Administrator Associate.

What schools did Greta Sanchez attend?

Greta Sanchez attended Lasalle College, Vancouver, Universidad La Salle Cancún A.c..

What skills is Greta Sanchez known for?

Greta Sanchez has skills like New Business Development, Marketing, Microsoft Office, Administrative Assistance, Office Management, Customer Service, Administration, Reporting And Analysis, Professional Photography, Photo Editing, Purchase Management, Adobe Creative Suite.

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