Rose S. Email and Phone Number
I am a versatile and results-oriented professional with experience and achievements combining leadership and administration skills to gain business, increase profits, and advance the company mission. I have a proven ability to manage trusting senior-level client relationships and to understand their objectives to facilitate exceptional levels of service and repeat business while extending strategic sales and marketing efforts to win new business. I am skilled in building and maintaining beneficial and trusting relationships with global customers, optimizing client service and support, expanding existing relationships, monitoring relationship profitability, and developing strategic and innovative ideas to accelerate revenue. Adept at interacting effectively with cross-functional departments to streamline operations and achieve business success in fast-paced environments, I also excel in formulating strategic plans to facilitate the attainment of business targets.I have excellent analytical and Customer Relationship Management skills and am recognized as out of the box thinker who develops innovative ideas for solving everyday problems more efficiently. I am an effective team leader with active coaching, training, and mentoring skills, multi-tasking capacity to work independently and in a team, and the flexibility to meet shifting goals and tight deadlines. I have outstanding verbal and written communication skills with excellent interpersonal and organizational skills to communicate and operate in a fast-paced and challenging environment with multiple departments and the public with a vision to drive the department. I am assured that my commitment to dealing with various roles and activities under high-pressure situations & tight deadlines would yield impeccable results.
Bayshore Wealth Advisors
View- Website:
- bayshorewealth.com
- Employees:
- 3
-
Director Of Client ServicesBayshore Wealth Advisors Mar 2023 - PresentCoral Gables, Florida, United States -
Executive AssistantEvi Industries, Inc. Jun 2021 - PresentUnited StatesOffice administration, assist CEO and account payables. -
Director Of Investor RelationsIndustry Fintech Nov 2020 - Jan 2021 -
Director Of Client ServicesCastleview Partnership Llp Jun 2017 - Nov 2020Coral Gables, Florida, United StatesI was responsible for facilitating advisors in managing money as directed while offering exceptional customer service for existing clients. I followed up on all custodial and compliance paperwork to ensure they are completed and in good order. Besides leveraging Wealthbox for CRM and input of notes for auditing and history, I drafted internal and external reports from all custodians. I requested funds and reports by utilizing proprietary software aiAlpha. I supported the alpha team in the continued improvement of proprietary software. Apart from being accountable for documenting fixed and variable annuities, I oversaw documentation of retirement plans, including 401k and Defined Benefit Plans and qualified and non-qualified accounts. I drafted alternative Investment documents while depositing client checks and maintain a check spreadsheet for history and auditing. I managed a log of 401k and DBP annual funding for our clients. In addition to orchestrating Health Insurance quotes and enrollment for individuals and groups, I offered life insurance enrollment for individuals and groups through MassMutual and other companies. I drafted 529's, UTMA's, UGMA's, Branch compliance preparation, and auditing for Broker-Dealer and FINRA. I also facilitated firm audits while preparing client presentations at the direction of the advisor. Moreover, I conducted Personal assistant duties as requested. -
AdministratorRapid Response Team, Llc Mar 2014 - Nov 2016Cutler Bay, Florida, United StatesI established 3 Cutler Bay branches and managed interior remodeling and construction. Besides being integral in setting up phones, networks, computers, furniture, copiers, and filing system, I oversaw AP/AR/Payroll leveraging Proven Solutions, SharePoint, and ADP. I conducted a preliminary review of construction project contract documents while assisting with the subcontractor prequalification process. I evaluated and submitted project-specific insurance requirements. Apart from offering administrative support for estimators, I directed department efforts to solicit subcontractor quotes from multiple sources. Maintained and reported supplier and subcontractor quotes. I successfully executed projects as they were approved and distributed to Project Managers. I also supported three project managers, two estimators,18 technicians, and all employees in enrolling in their benefits. I coached and mentored PMs in using company software. Additionally, I offered exceptional Customer service and assisted Branch Manager when needed. -
Office ManagerSunshine Coast Management Inc. Aug 2007 - Nov 2012Miami-Dade County, Florida, United StatesI oversaw office management while administering vendors and employees. Besides conducting Website design & maintenance, I scheduled meetings (Calendar), including inspections. I also composed/Edited all correspondence & presentations and performed AP/AR/Payroll. Additionally, I managed Human Resources. -
Executive Assistant To The ChairmanPerry Ellis International May 2003 - Jul 2007Miami-Dade County, Florida, United StatesI served as executive assistant to Chairman, conducting travel preparation worldwide while acting as Liaison with Executive Team, hotels, restaurants, and vendors all over the world. Apart from drafting and editing Correspondence & Speeches, I arranged for participating in Trade Shows & Planned international events. I also reconciled personal monthly expenses of more than $200,000. -
Office ManagerWhitman Education Group Jan 1994 - Nov 1997Miami-Dade County, Florida, United StatesOffice Manager to 100 employees. Managed travel department, mail room, reception and liaison with IVAX building for all company needs such as set up of cubes, phone system, etc.
Rose S. Education Details
-
How To Win Friends And Influence People -
Business Administration And Management, General -
Secretarial SchoolAdministrative Assistant And Secretarial Science, General
Frequently Asked Questions about Rose S.
What company does Rose S. work for?
Rose S. works for Bayshore Wealth Advisors
What is Rose S.'s role at the current company?
Rose S.'s current role is Director of Client Services.
What schools did Rose S. attend?
Rose S. attended Dale Carnegie Training, Miami Dade College, Secretarial School.
Who are Rose S.'s colleagues?
Rose S.'s colleagues are Arturo Don, Msf, Cfp®.
Not the Rose S. you were looking for?
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial