Carlos De Sousa

Executive Assistant to Trading Entrepreneur & Educator
Provided high-level executive and operational support to a professional trader and trading course instructor. Assisted in managing daily operations, coordinating online programs, and supporting strategic initiatives to expand the business and community. Played a key role in streamlining processes, enhancing client experience, and ensuring smooth execution of all activities.

Key Achievements & Responsibilities:

• Managed the executive’s schedule, coordinating meetings, webinars, and online classes for the trading community.
• Handled confidential business and financial information with professionalism and discretion.
• Served as the primary point of contact for students, partners, and affiliates, ensuring smooth communication and strong relationship management.
• Assisted in the organization and launch of trading courses, including logistics, content coordination, and platform management.
• Managed email communications, inquiries, and customer support to maintain a high-quality experience for clients.
• Coordinated marketing activities such as social media updates, promotional campaigns, and community engagement strategies.
• Provided input on process improvements, sales strategies, and community growth initiatives to strengthen the brand.
• Supported problem-solving in operations, from technical platform issues to student onboarding and satisfaction.

Executive Assistant to E-commerce Entrepreneur
Provided high-level executive and operational support to a high-net-worth e-commerce entrepreneur, managing daily business operations, sensitive communications, and strategic initiatives. Consistently went beyond traditional assistant duties by contributing innovative ideas, improving workflows, and supporting decision-making processes that fueled business growth.

Key Achievements & Responsibilities:

• Managed the executive’s complex calendar, coordinating high-level meetings, appointments, and both domestic and international travel to maximize productivity.
• Handled confidential and sensitive information with absolute discretion, ensuring secure document management and controlled distribution.
• Served as the primary liaison between the executive, internal teams, and external partners, streamlining communication across all departments.
• Organized product launches, business events, and online webinars to strengthen brand presence and market positioning.
• Prepared presentations, performance reports, and operational summaries to support executive-level decision-making.
• Proactively contributed process improvements and strategic recommendations to optimize operations, enhance efficiency, and encourage team growth.
• Assisted in problem-solving initiatives, addressing logistical, operational, and customer-related challenges quickly and effectively.
• Processed executive travel arrangements, expenses, and reimbursements with accuracy and timeliness.

• Collected payments and provided accurate change.
• Completed daily recovery tasks to keep areas clean and neat for maximum productivity.
• Helped customers find specific products, answered questions and offered product advice.
• Sold various products by explaining unique features and educating customers on proper application or usage.
• Maintained knowledge of current promotions, exchange guidelines, payment policies and security practices.
• Answered incoming telephone calls to provide store, products and services information.
• Developed trusting relationships with customers by making personal connections.
• Adhered to company initiatives and achieved established goals.
• Obtained signatures for financial documents and internal and external invoices.
• Contacted new and existing customers to outline benefits of products.

• Task planning taking into account the daily workload.
  • Carrying out opening and closing tasks, ensuring the operation of the establishment.
  • Collection of trays, placement of chairs and cleaning of tables.
  • Maintenance and collection of garbage points and tray deposit areas.
  • Placement of products on the display and replacement or replacement of these if necessary.
  • Maintaining the cleanliness of the work area and the rest of the premises of the establishment.
  • Completed the opening, closing, and shift change of duties in full to promote store efficiency.
  • Maximized customer satisfaction by quickly addressing and resolving food or service complaints.

• Archtelecom - Dolphin mall, Doral Fl.
• Get the costumers attention and thus offer the product at the costumer’s convenience and comfortable to satisfy their need and close sales.
• Meet the need of new and old costumer to make them feel more comfortable.
• Perform a customer service on any questions about our service or product.
• Solve customer problems in timely manner.
• Carrying out cash collection tasks, both by card and in cash, and reconciling transactions.
• Attention and monitoring of customer inquiries and complaints.
• Use of [Software] to manage and carry out assigned daily tasks.
• Carrying out opening and closing tasks, ensuring the operation of the establishment.
• Proposal of solutions that guarantee customer satisfaction in accordance with company policy.
• Realization of collections and payments to clients and suppliers.
• Maintaining good relationships with customers to achieve sales goals.
• Financial services and knowledge of the financial services industry, products and solutions.

• Get the costumers attention and offer the product at the costumer’s convenience and comfortable to satisfy their need and close sales.
• Meet the need of new and old costumer to make them feel more comfortable.
• Perform a customer service on any questions about our service or product.
• Solve customer problems in timely manner.
• Carrying out cash collection tasks, both with card and cash, and reconciling transactions.
• Participation in the company's marketing campaigns in accordance with the instructions received.
• Realization of collections and payments to clients and suppliers.
• Use of [Software] to manage and carry out assigned daily tasks.
• In charge of cleaning and maintaining the facilities to offer an impeccable image to the client.

• Supervision of natural and packaged ingredients, and verification of the expiration date.
  • Collection of trays, placement of chairs and cleaning of tables.
  • Maintaining the cleanliness of the work area and the rest of the premises of the establishment.
  • Maximized customer satisfaction by quickly addressing and resolving food or service complaints.
  • Responsible for communication with clients to keep them informed about the progress of the contracted services.
  • Proposal of solutions that guarantee customer satisfaction in accordance with company policy.

• Analysis and monitoring of budgets.
• Current management of administrative tasks such as billing, relationship with banks, customers, suppliers, stock control, etc.
• Review of payroll and invoices to ensure their validity.
Administration and management of the Directorate's agendas, participating in the organization of internal and external meetings.
• Carrying out filing and digitizing forms in compliance with data protection regulations.
• Administrative assistance and support to the various departments of the organization.
• Bank reconciliation and monitoring and management of collections.
• Customer service in Spanish and English.
• Organization, coordination and management of national and international trips for employees.