VICTORIA GONZALES
Austin,Tx
Summary
Client-focused professional with expertise in managing 1031 exchange transactions, Delaware Statutory Trust (DST) investments, and high-net-worth client relationships. Proven success in managing financial advisors, intermediaries, and stakeholders to ensure seamless, compliant closings from documentation to final funding. Strong background in financial operations and legal administration, including managing trust accounts, disability claims, and high-volume client portfolios. Recognized for discretion, accuracy, and the ability to deliver exceptional client service in fast-paced, deadline-driven environments.
Overview
12
12
years of professional experience
Work History
Private Client Associate
Realized Financial, Inc.
07.2024 - 08.2025
- Private Client Associate with proven expertise in managing high-net-worth client relationships and executing complex 1031 exchange transactions, including Delaware Statutory Trust (DST) investments. Act as a key liaison between clients, financial advisors, Qualified Intermediaries, and sponsor partners to ensure seamless, compliant investment closings. Experienced in managing financial advisors and the closing pipeline through Salesforce CRM and the DAT, with strong skills in client onboarding, investment documentation, and transaction coordination. Recognized for relationship management, compliance awareness, and the ability to prioritize and multitask under tight deadlines. Provide ongoing post-investment account management to deliver exceptional client service and strengthen long-term advisor and client partnerships.
Full Charge Bookkeeper & Assistant Office Manager
Bemis, Roach, & Reed
07.2023 - 07.2025
- Experienced Full Charge Bookkeeper and Assistant Office Manager with a strong background in managing trust and operating accounts within a legal environment. Skilled in accounts payable/receivable, bank reconciliations, general ledger maintenance, and financial reporting. Proven ability to oversee client fund management with precision and compliance, ensuring accurate receipt, disbursement, and reconciliation. Recognized for discretion, attention to detail, and process improvements that enhance financial accuracy and support efficient office operations.
LTD Legal Assistant and Bookkeeper
Bemis, Roach, & Reed
07.2022 - 07.2023
- LTD Legal Assistant and Bookkeeper with experience managing 150+ active long-term disability claims and coordinating monthly benefit disbursements. Served as the primary liaison with insurance providers for annual reviews while overseeing accurate accounting processes and benefit distributions. Recognized for ensuring compliance with strict timelines, maintaining seamless coordination, and delivering reliable client support in a highly regulated environment.
Receptionist
Bemis, Roach, & Reed
06.2021 - 06.2022
- Receptionist experienced in managing high-volume call transfers and directing inquiries to ensure efficient communication across the office. Skilled in handling incoming mail and faxes with accuracy and timeliness, maintaining organized distribution to support smooth daily operations. Recognized for professionalism, attention to detail, and providing reliable front-office support.
Bartender
Event Staffing Companies, and Local Austin Bars
01.2014 - 06.2022
- Efficient bartender with a knack for multitasking and exceptional customer service, adept at managing waitress tabs and transactions to ensure smooth operations.
- References provided upon request.
Education
High School Diploma -
Manor High School
01.2011
Skills
- Knowledgeable office management systems and procedures, with the ability to streamline workflows and improve efficiency
- Proficiencies
Microsoft Office Suite (Excel, Word, Outlook, PowerPoint)
CRM platforms (Salesforce, HubSpot, or similar)
Workflow or project management tools (Asana)
Document management systems (SharePoint, DocuSign)
Financial or account processing systems - Proficient in handling confidential information with discretion and always maintaining a high level of confidentiality
- Detail-oriented and organized, with the ability to manage multiple transactions simultaneously
- Commitment to providing exceptional client service and ensuring investment accuracy and compliance
- Customer relationship management
- Client onboarding and training
- Prioritization, time management, & Multi-tasking under tight deadlines
Timeline
Private Client Associate
Realized Financial, Inc.
07.2024 - 08.2025
Full Charge Bookkeeper & Assistant Office Manager
Bemis, Roach, & Reed
07.2023 - 07.2025
LTD Legal Assistant and Bookkeeper
Bemis, Roach, & Reed
07.2022 - 07.2023
Receptionist
Bemis, Roach, & Reed
06.2021 - 06.2022
Bartender
Event Staffing Companies, and Local Austin Bars
01.2014 - 06.2022
High School Diploma -
Manor High School
Similar Profiles
Julie Anna HenwoodJulie Anna Henwood
Director of Support Services at Realized Worth ULC - RemoteDirector of Support Services at Realized Worth ULC - Remote
Alan MarkarianAlan Markarian
Social Media Marketing Manager at Realized Potential MarketingSocial Media Marketing Manager at Realized Potential Marketing
Mark Domah JrMark Domah Jr
Social Worker Intern at Potential Realized, Dope Trauma TherapySocial Worker Intern at Potential Realized, Dope Trauma Therapy
Jeffrey KeimJeffrey Keim
Global Head of Account Management at AtlassianGlobal Head of Account Management at Atlassian
SONIA ANDERSONSONIA ANDERSON
Operations/Warehouse Inventory Specialist at Crate and BarrelOperations/Warehouse Inventory Specialist at Crate and Barrel