Camila Shimizu
Leesburg,FL
Summary
Curious-minded, detail-oriented, and performance-driven individual seeking to utilize my skills and experience to serve and support a mission-driven organization. I am a quick learner, adaptable, and an enthusiastic member of any team. I approach my work with dedication and an innate desire to succeed.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Paraplanner
Parady Financial
The Villages, USA
03.2024 - 09.2024
- Manage client inquiries and transactions related to annuities and investments, ensuring timely and accurate processing
- This includes 1035 Exchanges, new business applications, transfer of assets, Death Claims, agent of record changes, third party authorization requests
- Handle client communications, including calls, emails, and in-person meetings, focused in annuity services
- Prepare detailed account summaries and documentation, maintaining compliance with financial regulations
- Efficiently manage multiple service requests daily, prioritizing tasks to meet client needs
- Utilize CRM tools (e.g., Redtail, Microsoft Dynamics, WealthScape, Workday, Outlook, One Drive, Share file) for client account management and tracking
- Support new client onboarding, including collecting required information and conducting application meetings
- Participate in client education and annual review meetings to assess financial needs and portfolio performance
- Primary point of contact for Death Claims and escalations
- Discuss investment allocation and annuity options with clients, assisting in portfolio rebalancing and reallocation
- Build and maintain strong client relationships through regular interactions and participation in client events
- Worked closely with all teams - Wealth Management and Service specialist
- Responsible for Quality Control of documents prior to being scanned to avoid NIGO's
- Prepare meetings including summary spreadsheets with annuity terms, income riders, death benefits, payout percentages, distribution of assets, etc
- Collaborate with senior advisors to deliver tailored financial services and company growth
Executive Assistant
Fortress Wealth Group
Orlando, FL
03.2022 - 01.2024
- Assist advisors through a mix of inbound and outbound calls related to common topics such as new accounts, transaction status, money movement, transfer of accounts, retirement services, and various other essential account maintenance components that help the advisor succeed in their day-to-day business.
- Experienced in WealthScape, Fidelity, and Redtail CRM.
- Achieve sales goals through leads and referrals.
- Accounting reconciliation through Quickbooks
- Handled administrative tasks (scheduled meetings, sent contracts, filed client information, processed account openings, data gathering, etc.).
- Working directly with a CPA to gather information for tax planning, facilitating the tax return process, and collaborating with attorneys to create an estate plan tailored to the clients' needs.
- Assisting the financial advisor with meeting preparation, follow-up, reminders, agenda, and travel plans.
- Licensed and appointed agent responsible for the supervision of all individuals within the insurance agency
- Insurance Agency management - Support and supervise day-to-day insurance operations
Lead Rental Specialist
EagleRider Motorcycle Rentals - Harley Davidson
, USA
01.2017 - 05.2020
- Communicate with leadership on a regular and as needed basis for business updates
- Using of company's approved sales service and techniques to determine customer needs
- Monitor and ensure each customer experience meets expectations
- Offer products, insurance, apparel and educate clients on insurance products
- Train and monitor the productivity of the Rental Agents
- Provide customers with instructions on how to safely use the motorcycles, assist with directions, maps, local area information, etc
- Coordinate customers and rental team within the queue to minimize any wait time and promote the most efficient service as possible
- Process the balance of daily transactions, mail checks and inventory control (motorcycles, apparel and accessories)
Secretary and Rental Agent
MotorTech USA and Eagle Rider Miami Metric
Miami, USA
11.2016 - 01.2017
- Greet visitors and callers, handle inquiries and direct them to their appropriate needs
- Schedule and confirm appointments for clients, customers, as well as supervisors
- Set up and maintain paper and electronic filing systems, correspondence, and other materials
- Order and dispense supplies, prepare and mail checks
- Ensure customers understand rates, insurances and additional services
- Handle multiple phone lines to make reservations, answer customer questions and provide quotes
- Maintain the cleanliness and needs of vehicles to ensure customer satisfaction
- Actively manage vehicle maintenance, inventory, cash sheets and daily business reports
- Process transactions of vehicle rental, contracts, insurance coverage and processing payments in connection with credit card using the computer system
- Reconciliation of daily transactions and bank deposits
- Handle complaints, provide appropriate solutions and alternatives within the time limits and follow up to ensure customer satisfaction
Education
Bachelor of Science - Business Economics
FGV
Brazil12-2016
ESL - ENGLISH AS A SECOND LANGUAGE
Inlingua
Miami01.2016
Secretary - Tech School -
Etec
Brazil01.2012
Skills
- Portfolio management
- Strategic thinking
- Financial planning expertise
- Customer relations
- Compliance
- Document preparation and handling
- Office Administration
- Proofreading
- Administrative support
- Strong problem solver
Languages
- Portuguese, Native
- English, Fluent
- Spanish, Intermediate
Certification
- 2-20 General Lines
- 6-20 All Lines Adjuster
- 2-15 Life & Health
Timeline
Paraplanner
Parady Financial
03.2024 - 09.2024
Executive Assistant
Fortress Wealth Group
03.2022 - 01.2024
Lead Rental Specialist
EagleRider Motorcycle Rentals - Harley Davidson
01.2017 - 05.2020
Secretary and Rental Agent
MotorTech USA and Eagle Rider Miami Metric
11.2016 - 01.2017
Bachelor of Science - Business Economics
FGV
ESL - ENGLISH AS A SECOND LANGUAGE
Inlingua
Secretary - Tech School -
Etec
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