Maritzel Roman

• Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
• Responded to inquiries from callers seeking information.
• Kept reception area clean and neat to give visitors positive first impression.
• Provided clerical support to company employees by copying, faxing, and filing documents.
• Created and updated physical records and digital files to maintain current, accurate, and compliant documentation.
• Created and updated records and files to maintain document compliance.
• Prepared mail and packages for shipment, pickup, and courier services to expedite delivery.
• Drafted professional memos, letters, and marketing copy to support business objectives and growth.
• Routed business correspondence, documents, and messages to correct departments and staff members.
• Restocked supplies and submitted purchase orders to maintain stock levels.
• Enhanced projects with efficient schedules, coordinated related documents, and organized resources to support unique demands.
• Produced letters and memoranda to inform stakeholders of business decisions.
• Conducted research to assist with routine tasks and special projects.
• Offered technical support and troubleshot issues to enhance office productivity.
• Sorted, opened, and routed mail and deliveries to meet business requirements.
• Screened visitors and issued badges to maintain safety and security.
• Identified communication channels to set roadmap to distribute information.
• Managed filing system, entered data and completed other clerical tasks.
• Assisted coworkers and staff members with special tasks on daily basis.
• Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
• Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
• Supported company leaders by managing budgets, scheduling appointments and organizing itinerary.
• Completed forms, reports, logs and records to quickly handle all documentation for human resources.

A client Advisor provides customer support by promoting a business and suggesting products or service that meets clients needs.

• Contributed to bank marketing and awareness campaigns to grow customer base.
• Developed and maintained strong relationships with clients to maximize satisfaction.
• Educated clients on financial topics and best practices.
• Helped clients make informed decisions about financial future.
• Educated clients on potential risks and rewards associated with various investments.
• Researched and evaluated potential investment products for clients.
• Assisted clients with budgeting and cash flow management.
• Collaborated with clients to develop customized investment portfolios.
• Assessed client's viability for financial services and facilitated closings and referrals.
• Opened new accounts according to laid down rules and guidelines.