• Provides broad secretarial duties and executive administrative support to the Associate Vice President - Food & Beverage, Director – Food & Beverage Strategy, Director – Hotel Operations, Newbuild & Revite, Director, Service Excellence• Handles all external vendor/supplier set up and invoices• Planned and executed a four day, $200k budget Food & Beverage Operations Conference in Las Vegas for over 60 people• Composes non-routine communication, presentations and reports containing revenue and guest satisfaction analytics • Creates presentations for executive committee meetings• Compiles data, prepares material and reports for executives• Manages executive’s travel calendar, prepares itineraries, coordinates arrangements for meetings• Organizes and prepares monthly expense reports

•Liaise with other departments within the organization as well as affiliates, custodian banks, transfer agents relating to client inquiries & problem resolution. Efficiently manage each client interaction from first contact to resolution.•Review new account documentation for accuracy & completeness & ensure proper records were maintained for audit purposes & SEC, IRS, NASD rules and regulations.•Strengthened institutional client relationships by providing opportune & accurate information relating to funds and products’ changes, launches, closures, etc. Also performed other key investor-relations functions.•Performed accurate timely trading and provided confirmation and settlements on all trades international and domestic•Manage multiple inbound/outbound client support channels (i.e. phones, email, website, faxes, etc)

•Responsible for retaining and deepening banking relationships with existing customers as well as acquiring potential new customers, through active relationship management and regular customer contact.•Identifying and anticipating customer’s financial needs, matching products and services to help fulfill those needs. •Assure high level of customer satisfaction. & when appropriate, educate customers about alternative delivery options.•Serving as a liaison between the customers and the bank’s resources as well as working with partners to ensure customer’s financial needs and goals are attain.

•Liaise with other departments within the organization as well as affiliates, custodian banks, transfer agents relating to client inquiries & problem resolution. Efficiently manage each client interaction from first contact to resolution.•Review new account documentation for accuracy & completeness & ensure proper records were maintained for audit purposes & SEC, IRS, NASD rules and regulations.•Strengthened institutional client relationships by providing opportune & accurate information relating to funds and products’ changes, launches, closures, etc. Also performed other key investor-relations functions.•Performed accurate timely trading and provided confirmation and settlements on all trades international and domestic•Manage multiple inbound/outbound client support channels (i.e. phones, email, website, faxes, etc)

•Supported two VP Financial Advisors in the International Private Wealth Management division covering Europe & Latin America.•Assisted in day-to-day activities involving prospects’ and existing clients’ accounts. Specifically; opening, performance, allocation, and general maintenance.•Provided comprehensive support for executive level staff; excelled at daily operational and administrative functions such as; traveling arrangements, scheduling meetings, research reports, marketing material, etc. •Maintained existing clients’ and prospects’ databases and created investment proposals for clients using Microsoft Excel, PowerPoint, and Zephyr.•Responsible for Updating and verifying monthly as well as weekly revenues and performance credit reports.•Engaged on research projects pertinent to new business opportunities and account growth. •Became familiar with securities and investments strategies as well as the company’s culture.•Adhered to compliance policy, regulation and procedures within the company and the industry.

•Engaged in daily direct interaction with clients, and carried out customer service tasks.•Executed money handling responsibilities, accurately managed cash flow, and followed market rules and regulations. •Performed basic financial services, reviewed accounts’ information, deposits, withdrawals, sale of official checks, sale of bonds, wire transfers, verified account details, rates, meet sales and referrals, and work on various assignments.