Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Interests
Timeline
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Jessica Valles

Midland,TX

Summary

Results-driven professional with solid background in delivering impactful solutions. Proven track record in fostering team collaboration and adapting to changing needs. Skilled in strategic planning, project management, and client relations. Known for reliability, strong analytical abilities, and excellent communication skills.

Overview

15
15
years of professional experience

Work History

Virtual Administration Specialist

Commonwealth Financial Network
03.2023 - Current
  • Provide daily administrative support to three financial advisors, including scheduling, document preparation, and client communications
  • Case manage requests through the OnDemand Streamlined Service program, ensuring timely and accurate processing
  • Maintain organized digital records and assist with compliance documentation
  • Utilize Microsoft Teams, Outlook, and CRM platforms to coordinate remote workflows
  • Deliver high-quality service in a fast-paced virtual environment

Client Care Representative

ComputerShare
08.2022 - 03.2023
  • Assisted clients with stock-related inquiries, including account access, documentation, and money movements
  • Provided clear guidance on investment processes and resolved issues efficiently
  • Maintained confidentiality and accuracy in handling sensitive financial information
  • Delivered exceptional customer service via phone and email in a remote setting

Financial Advisor

National Bank of Canada
10.2018 - 01.2022
  • Advised clients on investments, loans, credit cards, mortgages, and insurance products
  • Achieved and exceeded monthly sales goals through personalized financial planning
  • Conducted in-depth financial reviews and recommended tailored solutions
  • Built long-term relationships with clients through trust and consistent service
  • Collaborated with internal teams to ensure seamless client experiences

Client Service Representative

National Bank of Canada
01.2011 - 11.2018
  • Processed daily banking transactions including deposits, withdrawals, and account inquiries
  • Supported clients with product information and service requests
  • Promoted financial products and services to meet client needs
  • Maintained accurate records and ensured compliance with banking regulations
  • Provided bilingual service in English and French

Education

High School Diploma -

Louis J Robichaud
Shediac New Brunswick Canada
06-2005

Skills

  • Microsoft Word, Excel, PowerPoint, Outlook
  • CRM Systems
  • Calendar and Email Management
  • Client Communication
  • Task Prioritization
  • Remote Team Support
  • Time Management
  • Document control
  • Report preparation
  • Meeting planning
  • Database administration
  • Attention to detail

Accomplishments

    Won the National Bank Heart award in 2018 for strong team collaboration.

Languages

English
Native or Bilingual
French
Native or Bilingual
Spanish
Limited Working

Interests

  • Outdoor Recreation
  • Gardening
  • Reading

Timeline

Virtual Administration Specialist

Commonwealth Financial Network
03.2023 - Current

Client Care Representative

ComputerShare
08.2022 - 03.2023

Financial Advisor

National Bank of Canada
10.2018 - 01.2022

Client Service Representative

National Bank of Canada
01.2011 - 11.2018

High School Diploma -

Louis J Robichaud

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