Paula Mesa Email & Phone Number

Toronto, Ontario, Canada

• Assist in the effective management of client relationships and provide the highest quality customer service
• Developing and maintaining a thorough knowledge of each relationship, including the nature of the account, its financial strength, banking requirements and future goals and direction.
• Providing effective backup management in the absence of the Wealth Manager and Team Lead.
• Participate in the growth of the International Private Banking Unit portfolio and profitability.
• Developing and maintaining a full knowledge and understanding of Bank products and services, and an awareness of competitor products and services.
• Being alert for opportunities to expand existing client and prospect relationships.

Toronto, Ontario, Canada

Providing exceptional customer service.Lead a team of 15-20 sales associates.Ensuring accurate product scanning.Carrying out company-directed promotions and programs.Building and leading diverse teams that foster a workplace of inclusiveness and belonging.Execute daily opening and closing functions.Work collaboratively with the assistant store manager and.

Toronto ON, Canada

Provide exceptional customer service by suggesting appropriate product to customersEscort customers in the fitting room and recommends additional itemsMaintain store presentation standardsActively participate in all merchandising activities including, but not limited to: stock maintenance, stock receiving and processing, product transfers, folding and.

Envigado - Colombia

Reviewed account reconciliations and journal entries and resolved discrepancies to maintain record and account accuracy.Developed annual budget and compared actual expenses against projected budget.Monitored accounting, payroll and financial reporting activities.Oversaw month-end closing process, prepared financial statements and managed.

Envigado - Colombia

Analyzed issues and recommended corrective actions to improve final results.Monitored and upheld safe operating procedures and clean area mandates to meet regulatory requirements.Gathered and inputted data in SAP to develop models and assess trends.Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our.

Envigado - Colombia

Compiled detailed reports of audit findings to discuss with supervisor.Documented proposed changes by evaluating schedules and reports.Communicated recommendations to resolve legal and fiscal issues.Examined accounting systems and records to determine appropriateness of methods and controls

Medellín, Antioquia, Colombia

Analyze the different risks of the company such as operational risk and market risk, delivery of reports and indicators and perform Data analysis.

Medellín, Antioquia, Colombia

Register the operations of the money table such as TES, Yankees, Shares, Unit Values ​​of Funds, monitoring and verification of compliance with the purchase and sale of shares, operation of Pension Bonds.

Excellent Service For Business, Busines

English, Nivel B2

Diploma, Financial Administration

Finance Specialist, Finance, 4.5

Ingeniera Financiera, Riesgos