Daisy Caba
Office Manager-Executive Administrative Assistant
Miami,FL
Summary
Quality-driven and goal-focused with strong research, planning and problem-solving abilities. Gifted in being a technical knowledge base, organizing workflow and improving processes. CVENT Planner
Overview
9
9
years of professional experience
1
1
Certification
Work History
Technical Assistant
EPRI
09.2017 - Current
- Provided technical guidance and support to team members.
- Liaised with customers, communicating and resolving problems and concerns.
- Served as point-person for support requests with clients and vendors.
- Prepared technical presentations and other materials for advisory meetings.
- Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
- Followed detailed directions from management to complete daily paperwork and computer data entry.
- Increased customer service success rates by quickly resolving issues.
- Volunteered to help with special projects of varying degrees of complexity.
- Proofread and edited documents for accuracy and grammar.
- Performed wide-ranging administrative, financial and service-related functions.
- Planned and coordinated logistics and materials for board meetings, committee meetings and staff events.
- Provided technical guidance and support to team members
Middle Office- Trading Desk Analyst
Banco Santander
09.2016 - 11.2016
- Handled day-to-day accounting processes to drive financial accuracy.
- Matched purchase orders with invoices and recorded necessary information.
- Managed and responded to correspondence and inquiries from customers and vendors over 20 customers per day.
- Handling all incoming calls for Equities, Structure Products, Mutual Funds, and Foreign Exchange.
- Processed reconciliations of trade blotters. Updated all new securities master onto internal systems. Responsible for expediting all trade exception requests.
- Uploaded all new bond securities internal Bond master file.
Senior Client Management Associate
Captrust Financial Advisors
02.2015 - 07.2016
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Facilitated new client onboarding process and investment account setup.
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
- Designed PowerPoint presentations for monthly divisional meetings with top-level executives. Maintained and coordinated executive and senior
- Management vacation, day-to-day meetings, and travel schedules.
- Collaborated with other administrative team members, human resources, finance department on special projects and events.
- Handled and distributed all incoming and outgoing corresponds.
Education
High School Diploma -
Williams H Maxwell Vocational High School
Brooklyn, NY06.1980
Skills
- Customer or Student Assistance
- Reference Catalog Maintenance
- Operations Support
- Research Abilities
- MS Office Tools
- Cvent Certified
- Bank reconciliations
- Microsoft tool
- Letter of Credit Olympic; OFACNETX360; Compliance, Cvent Certified
- Business administration
Certification
CVENT Certified
Languages
Spanish
Full Professional
Timeline
Technical Assistant
EPRI
09.2017 - Current
Middle Office- Trading Desk Analyst
Banco Santander
09.2016 - 11.2016
Senior Client Management Associate
Captrust Financial Advisors
02.2015 - 07.2016
High School Diploma -
Williams H Maxwell Vocational High School
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