Joseph Diaz
Miami,FL
Summary
Experienced professional with over 15 years of expertise in operations management, executive assistance, and financial services. Proven track record of fostering strong client relationships, optimizing operational efficiency, and managing complex schedules. Adept at maintaining confidentiality and handling sensitive information with discretion. Fluent in English and Spanish with basic proficiency in Portuguese.
Overview
19
19
years of professional experience
Work History
Executive Assistant
FJZ Management
01.2018 - Current
- Errands and Personal Tasks : Conducted personal errands, managed household maintenance, and oversaw service providers to ensure all personal needs and preferences were met.
- Financial Management : Assisted with personal financial management, including monitoring expenses, handling payments, and managing budgets to ensure accurate and timely transactions.
- Confidentiality and Discretion : Maintained a high level of confidentiality and discretion in handling sensitive information, acting as a trusted confidant and representative.
- Communication and Liaison : Managed communications between the employer and external parties, including family, friends, and business associates, ensuring clear and effective communication.
Freelance Content Creator and Reviewer
Luxury World Traveler
01.2015 - 01.2017
- Property Reviews : Conducted reviews for high-end 5-star luxury resorts, writing blog posts and creating photos and videos to promote properties.
- Travel Coordination and Content Creation : Traveled globally, exploring over 50 countries and providing content that highlighted various luxury travel experiences and destinations.
- Elevated brand visibility across social media platforms by consistently creating and sharing engaging content tailored to target audience interests.
Operations Financial Center Manager /Assistant Branch Manager
JPMorgan Chase
01.2006 - 04.2013
- Branch Operations Management : Oversaw daily operations of the branch, ensuring efficiency and compliance with bank policies and regulatory requirements. Managed cash flow, vault operations, and branch audits to maintain optimal security and operational standards.
- Customer Relationship Management : Fostered strong relationships with high-net-worth clients by providing tailored financial solutions and ensuring superior customer experience. Handled escalated customer service issues and provided timely resolutions.
- Sales and Business Development : Identified sales opportunities and drove branch growth by promoting Chase Private Client products and services. Conducted client needs assessments, resulting in increased product penetration and customer loyalty.
- Team Leadership and Training : Led, mentored, and developed a team of bankers and support staff, focusing on performance improvement and professional development. Conducted regular training sessions on product knowledge, compliance, and customer service.
Education
Some College (No Degree) - Business Administration And Management
MIAMI DADE COLLEGE
Miami, FL Skills
- Standard computer skills including Microsoft Office Suite (Word, Excel, PowerPoint)
- Experience with financial management software
- Basic knowledge of CRM systems
- Forex/Stocks/Crypto Trading : Self-managed trading activities, leveraging analytical skills to manage personal capital effectively
Hobbies
- Travel Enthusiast : Passionate about exploring new cultures and destinations, having traveled to over 50 countries across six continents. Enthusiastically participates in local festivals and cultural events, gaining a deep appreciation for global traditions and customs.
- Cultural Experiences : Enjoy immersing in diverse cultural experiences, from traditional celebrations to unique regional customs, which enhance my understanding and connection with people from different backgrounds.
- Adventure and Exploration : Driven by a love for adventure, always eager to explore off-the-beaten-path destinations and engage in unique experiences that broaden my worldview.
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Portuguese
Elementary
Timeline
Executive Assistant
FJZ Management
01.2018 - Current
Freelance Content Creator and Reviewer
Luxury World Traveler
01.2015 - 01.2017
Operations Financial Center Manager /Assistant Branch Manager
JPMorgan Chase
01.2006 - 04.2013
Some College (No Degree) - Business Administration And Management
MIAMI DADE COLLEGE