Ana Espinal
Summary
Objective: Seeking a position in a company where I am able to utilize my skills, with the possibility for growth.
High-achieving financial services professional with [Number]-year history of success in wealth management and financial planning.
Overview
15
15
years of professional experience
Work History
Client Associate
Signature Bank
Woodmere, NY
05.2019 - Current
- Perform administrative duties and basic financial functions.
- Answer any client inquiries or concerns.
- Contact clients with information regarding their accounts.
- Prepare and document client details in an accurate manner.
- Assist in management of client accounts.
- Resolve client inquiries and complaints and determine priority issues.
- Monitor account activities and maintain accurate client files.
Operations Specialist
Signature Financial, Signature Bank
Melville, NY
09.2017 - 05.2019
- Process customer online bill payments, check payments.
- Quote and process lease and loan payoffs.
- Generate invoices and payment histories.
- Perform administrative office duties.
- Setup accounts, change of addresses, and change of due dates.
- Assist customers, leasing companies, and other departments with any inquiries or concerns.
- Check scanning and balancing.
Administrative Assistant
Signature Financial, Signature Bank
Melville, NY
07.2015 - 09.2017
- Provide support to Executive Management, including President, consisting of processing expenses, travel arrangements, coordination of meetings, word processing and data input.
- Receive and distribute incoming mail and daily deliveries, FedEx, UPS, Express Mail.
- Perform duties relating to office management including invoice processing, ordering and maintaining supplies, and arranging for equipment maintenance.
- Perform reception duties including greeting visitors and directing to appropriate persons or areas as well as directing incoming phone calls to the main line.
- Coordinate special mailings (ordering and distribution), fundraisers, and special announcements.
- Assist in various other administrative duties and special projects as needed including special events.
Radiology Assistant
Mercy Medical Center
Rockville Centre, NY
10.2014 - 07.2015
- Answer a high volume of phone calls.
- Assist the Radiologist in accessing patient information when needed.
- Assist patients in the waiting room area.
- Work alongside the MRI, X-ray, Catscan, and Mammography technicians and assist them in any patient relation needs.
- Call doctor offices to retrieve any prescriptions and updated lab work that is needed.
- Provide translation for Spanish speaking patients.
Administrative Assistant
The Safe Center LI
Bethpage, NY
01.2010 - 10.2014
- Answer high volume of phone calls, take detailed messages and general clerical duties.
- Assist the Executive Assistant in managing flow of office procedures.
- Enter statistical data into excel, and manage calendars on outlook.
- Arrange bookings for public speakers and arrange meeting rooms for staff meetings.
- Meet with vendors and assist the Executive Assistant in making decisions on what vendors we would use for the company.
Education
B.S - Business Management
Molloy College
Skills
- Microsoft Word
- Excel
- PowerPoint
- Outlook
- Administrative
- Administrative duties
- Basic
- Clerical
- Client
- Clients
- Directing
- Equipment maintenance
- Special events
- Executive Management
- Financial
- Invoice processing
- Managing
- Meetings
- Excel
- Office
- Outlook
- PowerPoint
- Microsoft Word
- Office management
- Assist patients
- Express
- Reception
- Scanning
- Spanish speaking
- Phone
- Translation
- Travel arrangements
- Word processing
- X-ray
- Administrative, Clients, Financial, Mail, Office management, Spanish speaking, X-ray
- Administrative duties, Directing, Invoice processing, Office, Assist patients, Phone
- Basic, Equipment maintenance, Managing, Outlook, Express, Translation
- Clerical, Special events, Meetings, PowerPoint, Reception, Travel arrangements
- Client, Executive Management, Excel, Microsoft Word, Scanning, Word processing
- Mutual funds understanding
- Team management
- Customer service
- Business operations
- Administrative support
Timeline
Client Associate
Signature Bank
05.2019 - Current
Operations Specialist
Signature Financial, Signature Bank
09.2017 - 05.2019
Administrative Assistant
Signature Financial, Signature Bank
07.2015 - 09.2017
Radiology Assistant
Mercy Medical Center
10.2014 - 07.2015
Administrative Assistant
The Safe Center LI
01.2010 - 10.2014
B.S - Business Management
Molloy College
Similar Profiles
Firdous AlamFirdous Alam
Server Database Administrator at Signature BankServer Database Administrator at Signature Bank
Michele BarreraMichele Barrera
Senior Client Officer at Signature BankSenior Client Officer at Signature Bank
Jayden DvorakJayden Dvorak
Credit Analyst at Signature BankCredit Analyst at Signature Bank
Lauren NamLauren Nam
Client Associate at Merrill LynchClient Associate at Merrill Lynch
Rickell MunningsRickell Munnings
CLIENT ASSOCIATE at Royal Bank of Canada, RBCCLIENT ASSOCIATE at Royal Bank of Canada, RBC