Greta Sanchez
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Greta Sanchez Email & Phone Number

Group Benefits Administrator Associate at Vitality Wealth Management
Location: Coquitlam, British Columbia, Canada 12 work roles 2 schools
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Current company
Role
Group Benefits Administrator Associate
Location
Coquitlam, British Columbia, Canada
Company size

Who is Greta Sanchez? Overview

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Quick answer

Greta Sanchez is listed as Group Benefits Administrator Associate at Vitality Wealth Management, a with 4 employees, based in Coquitlam, British Columbia, Canada. AeroLeads shows a matched LinkedIn profile for Greta Sanchez.

Greta Sanchez previously worked as Director of Administration at Greyspace and Director of Administration and Finance at Greyspace. Greta Sanchez holds Diploma In Digital Photography, Photography from Lasalle College, Vancouver.

Company email context

Email format at Vitality Wealth Management

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Vitality Wealth Management

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Profile bio

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.

Listed skills include New Business Development, Marketing, Microsoft Office, Administrative Assistance, and 18 others.

Current workplace

Greta Sanchez's current company

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Vitality Wealth Management
Vitality Wealth Management
Group Benefits Administrator Associate
Coquitlam, BC, CA
Employees
4
AeroLeads page
12 roles

Greta Sanchez work experience

A career timeline built from the work history available for this profile.

Director Of Administration

Coquitlam, Bc, Ca

Director Of Administration And Finance

Current

Vancouver, British Columbia, Canada

Mar 2024 - Present

Administrative Manager

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

Jan 2022 - Oct 2023

Project Manager

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

Aug 2021 - Oct 2023

Administrative Consultant

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

Dec 2018 - Aug 2021

Sales Specialist

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

May 2017 - Dec 2018

Operations Manager Of Vacation Club & Vlo

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

Feb 2010 - Apr 2017

Business Owner

Maderería La Ribera (Lumberyard)

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

Jan 2005 - Feb 2010

Finance Manager

Digamos Sa De Cv

• 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.

Jan 2002 - Dec 2004

Consultant Assistant

"Crece": Centro Regional Para La Competitividad Empresarial Cancun

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.

Jan 2000 - Aug 2001
2 education records

Greta Sanchez education

Diploma In Digital Photography, Photography

Lighting techniques, composition, retouching, photographic techniques, Studio and location photography, use of Lightroom and Photoshop.

Bachelor Of Business Administration - Bba, Bussiness Administration / Finance

Mi carrer is bussines administration, of any kind of organization, in all the aspects like, marketing, human resources, administration.

FAQ

Frequently asked questions about Greta Sanchez

Quick answers generated from the profile data available on this page.

What company does Greta Sanchez work for?

Greta Sanchez works for Vitality Wealth Management.

What is Greta Sanchez's role at Vitality Wealth Management?

Greta Sanchez is listed as Group Benefits Administrator Associate at Vitality Wealth Management.

Where is Greta Sanchez based?

Greta Sanchez is based in Coquitlam, British Columbia, Canada while working with Vitality Wealth Management.

What companies has Greta Sanchez worked for?

Greta Sanchez has worked for Vitality Wealth Management, Greyspace, Andrea Rodman Interiors Inc., Urgeo Inc., and It'S Your Time Business Services Inc..

How can I contact Greta Sanchez?

You can use AeroLeads to view verified contact signals for Greta Sanchez at Vitality Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Greta Sanchez attend?

Greta Sanchez holds Diploma In Digital Photography, Photography from Lasalle College, Vancouver.

What skills is Greta Sanchez known for?

Greta Sanchez is listed with skills including New Business Development, Marketing, Microsoft Office, Administrative Assistance, Office Management, Customer Service, Administration, and Reporting And Analysis.

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