Adm Assistant

Posted on: 2007-11-05

Elva R. Gonzalez [email protected] (786) 208-7725 cell (305) 456-3758 SUMMARY International Private Banking Assistant with 17 year experience. Highly organized, energetic individual with a strong communication, translation and composition ability in English and Spanish. Provides excellent international customer service in various languages. Experience includes the process in opening accounts, verifying the necessary documentation (compliance); opening/renewal/closing of c/d’s. Preparation of KYC’s. Have worked with AS400 and Boss systems. Goes an extra mile to meet the needs of the office. Keeps daily Outlook calendar. Able to interact harmoniously with a diverse group of people. Have taken several banking courses at the AIB and Digital University. Knowledge of French and Portuguese. As a Legal Secretary have freelanced for many years Steel Hector & Davis . PROFESSIONAL EXPERIENCE COMPANY NAME: TOTAL YEARS AT CO. AON INSURANCE SERVICES – TEMP (MOUNTAIN LTD.) June till July 2007 Administrative Assistant CITIBANK - TEMP (ADECCO) March till April 2007 Prv. Banking Assistant - Brazil Unit BANK OF AMERICA – TEMP. (ADECCO) July 2006 till Dec. 2006 International Private Banking Assistant Job Description: • Assisting international clients (customer service), giving balances/movements and all account information • Opening/closing of accounts • CD opening/renewal/closing • W-8 Compliance project and checking account documents • Letter composition and translations • Preparation of Closing Account Reports • Trip and meeting arrangements PINE BANK Aug. 2005 till May 2006 INTERNATIONAL DEPT. Private Banking Assistant Job Description: • Assisting international clients, using AS400 (giving balances, movements) and all kind of account info. • Providing account information to branches in South America • Reception of client’s e-mails, faxes and correspondence, taking action accordingly • Opening/closing of accounts • CD’s opening/renewal/closing • Preparation of KYC’s • W-8 Compliance project (calls to clients, etc.) • Credit cards and check orders - 2 - • Meeting and trip arrangements • Letter composition and translations • W/T call back • Banking courses taken at Digital University BANQUE SUDAMERIS – MIAMI July 1993 – Dec. 2004 Private Banking Assistant/Secretary Job Description: • Secretarial/Adm. support to officers and also Assistant to the Bank’s Adviser • Assisting clients with account info • Letter composition and translations • Trip and meeting arrangements • Screening phone calls/taking messages • Taking dictation in English and Spanish • Amex cards and check orders • W/T call-back • Last six months in Compliance Dept – Checking and Corporate Accounts (detailed document revisions) • Variety of secretarial/adm. support to INTESA International Network (South America and Europe) MANUFACTURERS HANOVER INTERNATIONAL Jan. 1990 - May 1993 BANK – MIAMI Executive Secretary, Corporate Division Job Description: • Preparation of letters, tables, reports, faxes and legal documents • In contact with clients, implementing requests and giving support • Translation of documents into Spanish and/or English • Meeting and trip arrangements EDUCATION Miami Dade College – American Institute of Banking : Principles of Banking International Banking and World Economics Florida International University (FIU) – Miami, Fl. Diploma: Legal Secretary SKILLS International Private Banking – Customer Service AS400 System Boss System Microsoft Word, Excel, PowerPoint Correspondence composition and translations Shorthand in English and Spanish - Transcription Languages: English, Spanish, French and knowledge of Portuguese __________________________