Wendolin Briseno
Chula Vista,CA
Summary
Successful Executive Assistant with 10 years of experience addressing customer requests and concerns. Expert at providing relevant information and options to successfully resolve issues. Upbeat and energetic handling difficult situations through resourcefulness and adaptability.
Overview
11
11
years of professional experience
Work History
Client Services Specialist
Pure Financial Advisors
05.2023 - 10.2023
- Fulfill client servicing requests such as Wire or ACH funds, check requests or any other document requests
- Process account maintenance requests such as address and email changes
- Review paperwork to ensure documents are complete and submit to custodians, as needed
- Enter client information and data into Salesforce (new account information, set service cases, etc.)
- Assist clients with online access to view accounts
- Update eMoney planning software with changes (e.g., transfers, new accounts, money movement)
- Upload documents into on-line storage website (e.g., Net Documents)
- Receive, scan and process incoming and outgoing mail
Executive Assistant / Financial Services
Safeguard Investment Advisory Group
04.2019 - 06.2022
- Coordinated with Financial Advisors to develop overall business plans and strategies for over 150 clients.
- organized and promoted 4 monthly informational seminars promotes and sets up seminars for clients and prospects.
- Extensive experience in processing and managing: Traditional, Beneficiary, Roth, and Sep IRAs.
- Managed Trust accounts, 401K's, and annuities.
- Responsible for managing office daily operations like office inventory, emails, phone calls, database, preparing client portfolios, managing and maintaining advisors calendar.
- Experienced in Advisors Excel, Advisors on Demand, Salesforce, E-Money, VeoOne , Security Benefit, and Nationwide.
Executive Administrator
PACIFIC HONDA
01.2015 - 01.2019
- Coordinated and facilitated shop inventory, warranty, maintenance, and repairs
- Administered training and development of new employees
- Ensured recalls on vehicles are efficiently processed
- Conducted up-sales on all vehicles purchased
- Executed a high customer service through call backs and email correspondence
- Provided liaison between corporate and the dealership to resolve recall issues/ maters
- Responsible for client relations of our department to assure our customers received a great experience with us
- Responsible for authorizing rental vehicles to all customers in need of one
- Work side by side with the advisors to make sure all vehicles where properly repaired and serviced to be returned to the customers in a timely manner
- Sunroad Automotive Group
Administrative Assistant/ Insurance Coordinator
STARLINE INSURANCE CENTER, LLC
01.2013 - 01.2015
- Answer high volume of calls
- Greeted and attended to clients
- Analyzed accounts receivables & payables
- Processed company endorsements
- Submitted drawn up quotes into system
- Scheduled client appointments
- Solved Issues including:
- Certificates of evidence of insurance
- Insurance Id cards
- Automobile insurance binders
- Verify different coverage for homeowners, auto, commercial, property, business, medical, & personal
- Process & issue DMV and dealer bonds
Education
Some college - BUSINESS ADMINISTRATION
UNITED EDUCATION INSTITUTE
San Diego, CA05.2008
Skills
- Expert Negotiation Skills
- Exceptional Problem solving
- Strong Interpersonal skills
- Financial services experience
- Excels in fast-paced environments
- Superior Organizational skills
- Goals based planning
Personal Information
Work Permit: Authorized to work in the US for any employer
Languages
Spanish
Native or Bilingual
Timeline
Client Services Specialist
Pure Financial Advisors
05.2023 - 10.2023
Executive Assistant / Financial Services
Safeguard Investment Advisory Group
04.2019 - 06.2022
Executive Administrator
PACIFIC HONDA
01.2015 - 01.2019
Administrative Assistant/ Insurance Coordinator
STARLINE INSURANCE CENTER, LLC
01.2013 - 01.2015
Some college - BUSINESS ADMINISTRATION
UNITED EDUCATION INSTITUTE
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