Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Barbara Cepero

Miami,FL

Summary

Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.

Overview

23
23
years of professional experience

Work History

Office Manager

Safe Harbor Equity
01.2019 - Current
  • Manage daily operations of a 10 person staff.
  • Prepare monthly credit card detail for GP review and allocation of costs.
  • Provide final approved schedule to accountant to book in QB.
  • Issue monthly billing for rents and loans
  • Recruit, interview and hire employees and implement mentoring program to promote positive feedback and engagement.
  • Report to senior management on organizational performance and progress toward goals.
  • Develop and maintain successful relationships with vendors, suppliers and contractors.
  • Manage office operations while scheduling appointments for department managers.

Executive Assistant to CEO

Empire Investment Holdings
01.2013 - 01.2019
  • Managed heavy calendar of appointments.
  • Arranged complex domestic and international travel.
  • Composed and prepared highly confidential documents.
  • Researched, prioritized, and followed up on incoming issues and concerns, including those of a sensitive or confidential nature.
  • Determine appropriate course of action, referral, or response.
  • Assisted with team building initiatives and overall support of organizational structure and employee morale.
  • Handled personal matters and projects for C-Suite executives, as follows: coordinate family travel, process personal expenses, assist with personal side projects in the music industry, arrange press conferences in Los Angeles, work closely with public relations firms in Los Angeles, assist with marketing for music festivals on social media web platforms, and arranging meetings with high profile artists in the music industry.
  • Updated and maintained confidential databases and records.

Executive Assistant to CEO

Biscayne Capital
01.2010 - 01.2013
  • Coordinated meetings and events in Miami and Latin America.
  • Handled incoming and outgoing mail, email and faxes.
  • Developed and maintained automated alert systems for important deadlines.
  • Organized logistics and materials for each meeting and took detailed notes for later dissemination to key stakeholders.
  • Handled logistics, catering, agendas and travel arrangements for meeting and event planning for board of C-Suite executives.
  • Screened phone calls, arranged international travel, and prepared expense reports.
  • Monitored the CEO’s business and personal expenses.
  • Managed and prioritized multiple tasks assigned.
  • Maintained discretion when dealing with sensitive material.

Administrative Assistant

Citi Private Bank
01.2006 - 01.2010
  • Collaborated with Private Bankers and proactively managed client portfolios.
  • Assisted in ongoing compliance and regulatory KYC requirements.
  • Prepared client file notes, drafted letters and other documentation.
  • Handled travel arrangements and prepared expense reports.
  • Assisted the Managing Director with maintaining client relationships by performing annual client reviews.

Client Service Associate

UBS International
01.2000 - 01.2005
  • Supervised the proper credit of bond redemptions to account holders.
  • Sought ways to improve processes and services provided.
  • Followed up with customers about resolved issues to maintain high standards of customer service.
  • Handled credit line processing and loan approvals
  • Executed wire transfers in the seven-digit ranges to investment banks overseas.
  • Monitored portfolios of high-net-worth clients from Latin America.
  • Answered phones, prepared presentations, made copies, and sent faxes.

Education

Bachelor of Arts - English

Florida International University
Miami, FL
2008

Skills

  • Database Administration
  • Project Management
  • Travel Coordination
  • Business Administration
  • Biweekly Payroll Processing
  • Accounts Payable and Receivable
  • File and Data Retrieval Systems
  • Calendar Management
  • Staff Training
  • Microsoft Office
  • Administration and Operations

Languages

English
Native or Bilingual
Spanish
Native or Bilingual

Timeline

Office Manager

Safe Harbor Equity
01.2019 - Current

Executive Assistant to CEO

Empire Investment Holdings
01.2013 - 01.2019

Executive Assistant to CEO

Biscayne Capital
01.2010 - 01.2013

Administrative Assistant

Citi Private Bank
01.2006 - 01.2010

Client Service Associate

UBS International
01.2000 - 01.2005

Bachelor of Arts - English

Florida International University

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Barbara Cepero