Katherine Taveras
Miramar
Summary
Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Overview
13
13
years of professional experience
Work History
EXECUTIVE ADMIN. ASSISTANT – F&B AND HOTEL OPERATIONS
CELEBRITY CRUISES
10.2015 - 12.2018
- PROVIDED BROAD SECRETARIAL DUTIES AND EXECUTIVE ADMINISTRATIVE SUPPORT TO THE ASSOCIATE VICE PRESIDENT - FOOD & BEVERAGE, DIRECTOR – The FOOD & BEVERAGE STRATEGY, DIRECTOR – HOTEL OPERATIONS, NEW-BUILD & REVITALIZATION, DIRECTOR, SERVICE EXCELLENCE.
- HANDLED ALL EXTERNAL VENDOR/SUPPLIER CONTRACTS SET UP, INVOICES AND PAYROLL.
- PLANNED AND EXECUTED A FOUR DAY, $200 K BUDGET FOOD & BEVERAGE OPERATIONS CONFERENCE IN LAS VEGAS FOR OVER 60 PEOPLE.
- COMPOSED NON-ROUTINE COMMUNICATION, PRESENTATIONS AND REPORTS CONTAINING REVENUE AND GUEST SATISFACTION ANALYTICS.
- CREATED POWERPOINT PRESENTATIONS FOR EXECUTIVE COMMITTEE MEETINGS.
- COMPILED DATA, PREPARES MATERIAL AND REPORTS FOR EXECUTIVES.
- MANAGED EXECUTIVE’S TRAVEL CALENDAR, PREPARED AND BOOKED ITINERARIES, COORDINATED ARRANGEMENTS FOR MEETINGS.
- ORGANIZED AND PREPARED MONTHLY EXPENSE REPORTS.
- PERFORMED MONTH-END CLOSE PROCEDURES, PREPARATION, AND RECORDING OF FINANCIAL JOURNAL ENTRIES, COMPLETION OF BALANCE SHEET RECONCILIATIONS, AND REVIEW OF VARIOUS FINANCIAL REPORTS AND EXPENSE REPORTS
ASSOCIATE FINANCIAL REP-CLIENT SERVICE COORDINATOR
NORTHWESTERN MUTUAL
04.2012 - 10.2015
- PREPARED INSURANCE AND INVESTMENT ACCOUNT PAPERWORK AND REPORTS FOR CLIENT MEETINGS.
- REVIEWED NEW ACCOUNT DOCUMENTATION FOR ACCURACY AND COMPLETENESS. SUBMITTED INSURANCE APPLICATIONS AND ESTABLISHED ALL TYPE OF INVESTMENT, BROKERAGE AND RETIREMENT ACCOUNTS.
- COMMUNICATED WITH CLIENTS, UNDERWRITERS AND HOME OFFICE TO ASSIST WITH THE APPLICATION/UNDERWRITING PROCESS AND ESTABLISHMENT.
- ENSURED PROPER RECORDS/NOTES ARE MAINTAINED IN COMPLIANCE WITH AUDITORS, SEC, IRS, AND FINRA RULES AND REGULATIONS.
- STRENGTHEN CLIENT RELATIONSHIPS BY PROVIDING OPPORTUNE AND ACCURATE INFORMATION AS WELL AS PROVIDED EXCEPTIONAL CUSTOMER SERVICE FOR ANY INSURANCE OR INVESTMENT RELATED INQUIRIES, UPDATES, INVESTMENT TRADING, BILLING QUESTIONS, DISCREPANCIES, ETC.
- SUPERVISED MULTIPLE INBOUND/OUTBOUND CLIENT SUPPORT CHANNELS.
- MANAGED CALENDARS, SCHEDULING, RESCHEDULING MEETINGS, PHONE CONFERENCES, PRESENTATIONS, TRAVEL ARRANGEMENTS, ETC.
- MAINTAINED FINANCIAL REPRESENTATIVE LICENSES: SERIES 6, 63 AND LIFE & HEALTH.
INSTITUTIONAL CLIENT SERVICE SPECIALIST LATIN AMERICA
LEGG MASON & CO., LLC
06.2008 - 04.2012
- LIAISED WITH OTHER DEPARTMENTS WITHIN THE ORGANIZATION AS WELL AS AFFILIATES, CUSTODIAN BANKS, TRANSFER AGENTS RELATING TO CLIENT INQUIRIES & PROBLEM RESOLUTION. EFFICIENTLY MANAGE EACH CLIENT INTERACTION FROM FIRST CONTACT TO RESOLUTION.
- REVIEWED NEW ACCOUNT DOCUMENTATION FOR ACCURACY & COMPLETENESS & ENSURE PROPER RECORDS WERE MAINTAINED FOR AUDIT PURPOSES & SEC, IRS, NASD AND FINRA RULES AND REGULATIONS.
- STRENGTHENED INSTITUTIONAL CLIENT RELATIONSHIPS BY PROVIDING OPPORTUNE & ACCURATE INFORMATION RELATING TO FUNDS AND PRODUCTS’ CHANGES, LAUNCHES, CLOSURES, ETC. ALSO PERFORMED OTHER KEY INVESTOR-RELATIONS FUNCTIONS.
- PERFORMED ACCURATE TIMELY MUTUAL FUNDS TRADING AND PROVIDED CONFIRMATION AND SETTLEMENTS ON ALL TRADES INTERNATIONAL AND DOMESTIC.
- MANAGED MULTIPLE INBOUND/OUTBOUND CLIENT SUPPORT CHANNELS (I.E. PHONES, EMAIL, WEBSITE, FAXES, ETC).
PERSONAL BANKER
JP MORGAN CHASE
05.2010 - 03.2011
- RESPONSIBLE FOR RETAINING AND DEEPENING BANKING RELATIONSHIPS WITH EXISTING CUSTOMERS AS WELL AS ACQUIRING POTENTIAL NEW CUSTOMERS, THROUGH ACTIVE RELATIONSHIP MANAGEMENT AND REGULAR CUSTOMER CONTACT.
- IDENTIFIED AND ANTICIPATING CUSTOMER’S FINANCIAL NEEDS, MATCHING PRODUCTS AND SERVICES TO HELP FULFILL THOSE NEEDS.
- ASSURED HIGH LEVEL OF CUSTOMER SATISFACTION. & WHEN APPROPRIATE, EDUCATE CUSTOMERS ABOUT ALTERNATIVE DELIVERY OPTIONS.
- SERVED AS A LIAISON BETWEEN THE CUSTOMERS AND THE BANK’S RESOURCES AS WELL AS WORKING WITH PARTNERS TO ENSURE CUSTOMER’S FINANCIAL NEEDS AND GOALS ARE ATTAIN.
MERRILL LYNCH (INTERNSHIP)
01.2008 - 06.2008
- SUPPORTED TWO VP FINANCIAL ADVISORS IN THE INTERNATIONAL PRIVATE WEALTH MANAGEMENT DIVISION COVERING EUROPE & LATIN AMERICA.
- ASSISTED IN DAY-TO-DAY ACTIVITIES INVOLVING PROSPECTS’ AND EXISTING CLIENTS’ ACCOUNTS. SPECIFICALLY; OPENING, PERFORMANCE, ALLOCATION, AND GENERAL MAINTENANCE.
- PROVIDED COMPREHENSIVE SUPPORT FOR EXECUTIVE LEVEL STAFF; EXCELLED AT DAILY OPERATIONAL AND ADMINISTRATIVE FUNCTIONS SUCH AS; TRAVELING ARRANGEMENTS, SCHEDULING MEETINGS, RESEARCH REPORTS, MARKETING MATERIAL, ETC.
- MAINTAINED EXISTING CLIENTS’ AND PROSPECTS’ DATABASES AND CREATED INVESTMENT PROPOSALS FOR CLIENTS USING MICROSOFT EXCEL, POWER POINT, AND ZEPHYR.
- RESPONSIBLE FOR UPDATING AND VERIFYING MONTHLY AS WELL AS WEEKLY REVENUES AND PERFORMANCE CREDIT REPORTS.
- ENGAGED ON RESEARCH PROJECTS PERTINENT TO NEW BUSINESS OPPORTUNITIES AND ACCOUNT GROWTH.
- BECAME FAMILIAR WITH SECURITIES AND INVESTMENTS STRATEGIES AS WELL AS THE COMPANY’S CULTURE.
- ADHERED TO COMPLIANCE POLICY, REGULATION AND PROCEDURES WITHIN THE COMPANY AND THE INDUSTRY.
FINANCIAL ASSOCIATE
CITIGROUP-CITIBANK NA
06.2006 - 11.2007
- ENGAGED IN DAILY DIRECT INTERACTION WITH CLIENTS, AND CARRIED OUT CUSTOMER SERVICE TASKS.
- EXECUTED MONEY HANDLING RESPONSIBILITIES, ACCURATELY MANAGED CASH FLOW, AND FOLLOWED MARKET RULES AND REGULATIONS.
- PERFORMED BASIC FINANCIAL SERVICES, REVIEWED ACCOUNTS’ INFORMATION, DEPOSITS, WITHDRAWALS, SALE OF OFFICIAL CHECKS, SALE OF BONDS, WIRE TRANSFERS, VERIFIED ACCOUNT DETAILS, RATES, MEET SALES AND REFERRALS, AND WORK ON VARIOUS ASSIGNMENTS.
Education
BACHELORS OF SCIENCE - FINANCE, SPANISH
ST. JOHN'S UNIVERSITY
JAMAICA, QUEENS01.2008
Skills
- Finance and Economic Society membership
- Spanish Honor Society membership
- Series 6 registered
- Series 63 registered
- Florida Life Insurance and Annuities licensed
- Strong communication skills
- Leadership skills
- Interpersonal skills
- Proficient in Microsoft Word
- Proficient in Microsoft Excel
- Proficient in Microsoft PowerPoint
- Proficient in Microsoft Outlook
- Proficient in Microsoft Teams
- Proficient in Microsoft Office
- Typing speed of 55 words per minute
- Knowledge of expense reporting systems
- Knowledge of Concur
- Fluent in Spanish
- Executive support
- Customer-oriented
- Customer relations
- Administrative skills
- Problem resolution
- Team player
- Workflow planning
- Research and analysis
- Customer retention
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
EXECUTIVE ADMIN. ASSISTANT – F&B AND HOTEL OPERATIONS
CELEBRITY CRUISES
10.2015 - 12.2018
ASSOCIATE FINANCIAL REP-CLIENT SERVICE COORDINATOR
NORTHWESTERN MUTUAL
04.2012 - 10.2015
PERSONAL BANKER
JP MORGAN CHASE
05.2010 - 03.2011
INSTITUTIONAL CLIENT SERVICE SPECIALIST LATIN AMERICA
LEGG MASON & CO., LLC
06.2008 - 04.2012
MERRILL LYNCH (INTERNSHIP)
01.2008 - 06.2008
FINANCIAL ASSOCIATE
CITIGROUP-CITIBANK NA
06.2006 - 11.2007
BACHELORS OF SCIENCE - FINANCE, SPANISH
ST. JOHN'S UNIVERSITY
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