Carina Hernandez
Houston,TX
Summary
Results-driven client relations and administrative professional with expertise in financial services, process management, HR, and executive support. Adept at managing client relationships, streamlining operations, and ensuring compliance. Bilingual in English and Spanish, with a strong background in process improvement and organizational efficiency. Organized Administrative Assistant with experience in managing high-priority tasks, administrative coordination, and office management. Strengths include strong communication skills, problem-solving ability, and knowledge of multiple software platforms. Demonstrated ability to create efficient systems, leading to improved overall productivity.
Overview
12
12
years of professional experience
Work History
CLIENT RELATIONS ASSISTANT
Voya Financial Advisors
Houston, TX
10.2024 - Current
- Serve as the primary liaison between clients and financial advisors, ensuring seamless communication.
- Manage CRM (Salesforce) to track client activities, maintain accurate records, and generate reports.
- Support the advisor's preparation for account reviews and meetings.
- Oversee maintaining compliance documentation, ensuring adherence to company guidelines.
- Organize client events, manage scheduling, and enhance engagement through proactive communication.
- Responded to customer issues to provide immediate resolution and improve retention.
- Coordinated mailings, including sorting mail and preparing packages for shipping via the postal service.
- Provide new hire search, prescreening interview calls, and onboarding.
- Entered data into spreadsheets using Microsoft Excel or other similar programs.
- Developed and implemented filing systems, improving document organization and retrieval efficiency.
- Organized files, developed spreadsheets, faxed reports, and scanned documents.
- Facilitate process creation and administration for both financial advisors and administrative staff.
- Scheduled appointments between clients and customers and internal staff members.
- Handled confidential documents in an organized fashion according to established protocol.
- Compiled data from various sources into organized reports for review by management team.
SALES & MARKETING BRAND AMBASSADOR
Perfect 10 Promotions
08.2013 - Current
- Promote and sell various alcohol brands at events, ensuring compliance with state regulations
- Manage brand activations, train ambassadors, and oversee event logistics
- Collect and report event data, providing insights to brand partners
HUMAN RESOURCES ASSOCIATE
Kelsey-Seybold Clinics
02.2022 - 04.2023
- Streamlined HRBP processes and created standardized HR SOPs
- Managed HR inquiries, reporting, and special projects to enhance efficiency
- Developed onboarding frameworks and maintained HRBP documentation
HUMAN RESOURCES ADMINISTRATIVE ASSISTANT
Jupeng Bio, Inc.
12.2019 - 02.2022
- Led recruitment, onboarding, and compliance initiatives
- Managed payroll, benefits audits, and confidential employee records
- Supported performance review framework development
EXECUTIVE ASSISTANT | ACCOUNTS PAYABLE SPECIALIST
Jupeng Bio, Inc.
02.2017 - 12.2019
- Provided executive support to CEO & CFO while managing corporate operations
- Oversaw SharePoint site administration and international travel coordination
- Led accounts payable functions and vendor communications
DIVISION ADMINISTRATOR
TASC, Ltd.
01.2016 - 01.2017
- Facilitated smooth workflows through consistent and reliable support for management teams.
- Directed administrative operations and employee record audits.
- Managed scheduling, onboarding, and compliance tracking.
Education
B.A. - Biology
University of Houston-Clear Lake
01.2020
A.A. - Business Administration
San Jacinto College
01.2014
Skills
- HR Certification
- Microsoft Office Suite
- SharePoint Super User
- NetSuite
- Adobe Pro
- Paychex Flex
- Certified Notary
- Client Relationship Management
- Financial Services Support
- Compliance and Documentation
- Staff training
- Salesforce
- Customer relations
- Account updates
- Research and due diligence
- Schedule management
- Sales proficiency
- CRM software proficiency
Languages
Spanish, Native/Bilingual Proficiency
Previous Roles
- Executive Assistant to President | Ventech Engineers, Inc.
- Executive Assistant & Project Coordinator | Taylor & Hill, Inc.
- Administrative Technical Specialist | Cimarron Inc./The Boeing Company
Timeline
CLIENT RELATIONS ASSISTANT
Voya Financial Advisors
10.2024 - Current
HUMAN RESOURCES ASSOCIATE
Kelsey-Seybold Clinics
02.2022 - 04.2023
HUMAN RESOURCES ADMINISTRATIVE ASSISTANT
Jupeng Bio, Inc.
12.2019 - 02.2022
EXECUTIVE ASSISTANT | ACCOUNTS PAYABLE SPECIALIST
Jupeng Bio, Inc.
02.2017 - 12.2019
DIVISION ADMINISTRATOR
TASC, Ltd.
01.2016 - 01.2017
SALES & MARKETING BRAND AMBASSADOR
Perfect 10 Promotions
08.2013 - Current
B.A. - Biology
University of Houston-Clear Lake
A.A. - Business Administration
San Jacinto College
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