Rose S.

Rose S. Email and Phone Number

Director of Client Services @ Bayshore Wealth Advisors
coral gables, florida, united states
Rose S.'s Location
Miami, Florida, United States, United States
About Rose S.

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.

Rose S.'s Current Company Details
Bayshore Wealth Advisors

Bayshore Wealth Advisors

View
Director of Client Services
coral gables, florida, united states
Employees:
3
Rose S. Work Experience Details
  • Bayshore Wealth Advisors
    Director Of Client Services
    Bayshore Wealth Advisors Mar 2023 - Present
    Coral Gables, Florida, United States
  • Evi Industries, Inc.
    Executive Assistant
    Evi Industries, Inc. Jun 2021 - Present
    United States
    Office administration, assist CEO and account payables.
  • Industry Fintech
    Director Of Investor Relations
    Industry Fintech Nov 2020 - Jan 2021
  • Castleview Partnership Llp
    Director Of Client Services
    Castleview Partnership Llp Jun 2017 - Nov 2020
    Coral Gables, Florida, United States
    I 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.
  • Rapid Response Team, Llc
    Administrator
    Rapid Response Team, Llc Mar 2014 - Nov 2016
    Cutler Bay, Florida, United States
    I 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.
  • Sunshine Coast Management Inc.
    Office Manager
    Sunshine Coast Management Inc. Aug 2007 - Nov 2012
    Miami-Dade County, Florida, United States
    I 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.
  • Perry Ellis International
    Executive Assistant To The Chairman
    Perry Ellis International May 2003 - Jul 2007
    Miami-Dade County, Florida, United States
    I 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.
  • Whitman Education Group
    Office Manager
    Whitman Education Group Jan 1994 - Nov 1997
    Miami-Dade County, Florida, United States
    Office 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

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®.

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