MONICA ARCAYA

• Reviewed company's legal files.

• Managed client portfolios
• Recruited clients by offering various products in both national and international currencies
• Increased clients' portfolios using sales strategies based on customers credit.

• Managed client portfolios
• Offered tools of financial intermediation such as fixed and variable securities, DPN, mutual funds, corporate finances, stock market transactions.

• Managed, maintained and increased retail, legal and corporate clients' portfolios
• Offered financial intermediary tools in the capital market such as flotation securities, mutual securities, unsecured debts and credits, preferential stocks, commercial papers, DPN, Pershing, CDs, Royal Skandia.

• Managed and increased portfolio of investment accounts by fostering customer relationships through confidentiality, responsibility and attention to the client's needs.

• Provide high level administrative support to Partners, and tax department
• Manage incoming calls, email, correspondence, scheduling of all appointments both internal and external
• Handle confidential information and maintain records
• Performs administrative tasks such as drafting documents, engagement letters, coordination of signatures and processing and e-filings of all federal and state tax returns
• Liaise with IRS and Florida Dept of Revenue.

• Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
• Built strong relationships with clients through consistent communication and excellent customer service.
• Expanded client base by actively prospecting for new business opportunities and generating referrals.
• Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.

• Support CEO/President with meeting requests, scheduling, speaking requests, and travel arrangements.

• Complete and submit expense reports.

• Support CEO/President with meeting requests, scheduling, speaking requests, and travel arrangements.

• Complete and submit expense reports.

• Provide onsite administrative support to our team members and stakeholders;

• Welcome visitors to the office.

• Serve as point of contact for internal and external customers.

• Provide NEON CRM system support for task forces and committees.

• Provide support to the membership team including regular maintenance of the CRM database and data entry related to membership.

• Assist with in-person meeting preparation, including refreshments, room set-up, coordination of Outlook meeting room calendar, document preparation, etc.

• Manage and maintain teleconferencing systems with vendor support.

• Maintain office supply inventories and filing systems, and interface with multiple vendors.

• Light clean-up of the break room, reception, and meeting spaces; ensure meeting rooms are set up/cleaned up/ well-maintained; coordinate with the landlord as needed for repairs/maintenance.

• Maintain and update contact lists, and office policies and procedures.

• Assist in the execution of employee events including All Hands meetings, holiday functions, and other events/ parties.

• Responsible for incoming/outgoing deliveries, daily mail distribution, processing of outgoing bulk mail, operating multi-line phone system, maintaining updated phone list, supply ordering, and inventory.

• Operate and maintain general office equipment; coordinate with contractors for service.

• Maintain storage unit management/inventory.

• Occasional special projects as assigned by the CEO or Director, Executive Administration.