Stephanie Sanchez
Executive Assistant at Manhattan Home Design- Claim this Profile
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English Native or bilingual proficiency
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Spanish Native or bilingual proficiency
Topline Score
Bio
Experience
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Manhattan Home Design
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United States
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Furniture and Home Furnishings Manufacturing
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1 - 100 Employee
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Executive Assistant
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Jun 2023 - Present
- Manage inbox, intricate calendars, appointments, and schedules for the CEO. Anticipating the CEO’s needs. - Prepare and review reports, presentations, and documents, ensuring accuracy and clarity. - Collaborate across departments to foster a cohesive and productive work environment. - Uphold strict confidentiality and handle sensitive information with the utmost professionalism. - Maintain effective communication channels, serving as a liaison between teams. - Coordinate and organize meetings, ensuring efficient communication and preparation. - Facilitate seamless travel arrangements, including creating itineraries, accommodations, and transportation. - Manage the CEO's personal tasks such as medical visits, personal events & relationship management. - Proficiently manage email correspondence, prioritize messages, and respond on behalf of the executive. - Collaborate across departments to foster a cohesive and productive work environment. - Anticipate needs and proactively address challenges to enhance executive productivity.- Show less
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Andrew Nolan Mortgages Limited
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United Kingdom
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Financial Services
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1 - 100 Employee
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Executive Assistant
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Nov 2019 - Apr 2023
-Create and enforce efficient office procedures to streamline the process of the onboarding of Self-Employed Financial Advisors following the Financial Conduct Authority and Company linings, leading to a compliant operation. -Supervise, train and mentor Self-Employed Financial Advisors as well as HQ staff, monitoring their activities which subsequently increased efficiency in the work place whilst complying with the Financial Conduct Authority code of conduct. -Gather and update MI in a regular and accurate matter, maintaining well-organized records, which ensured a proficient analysis of the company’s activities. -Process and Reconcile entries to the accounting system (Xero). Tracking and Recording expenses to maintain accurate, current and compliant financial records as well as calculating Self-Employed Financial Advisor payments to be made based on their percentage cut, ensuring swift payments to all relevant parties. -Provide assistance throughout the Mortgage process gathering client information/documents to ensure an efficient analysis of their financial needs in order to make suitable mortgage recommendations. -Liaise with Banks and Building Societies for efficient processing of mortgage cases maximizing business productivity and customer satisfaction. -Execute the role of a Financial Advisor whilst being based in the United Kingdom. -Manage inbox, calendar and travel arrangements for the Managing Director. Anticipating the Director’s needs ensuring efficiency in the workplace. -Contact potential clients for the Managing Director, booking clients for the financial needs analysis for seamless day-to-day operations. Show less
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Broadland's Recruitment
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United Kingdom
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Financial Services
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Executive Assistant
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Nov 2018 - Nov 2019
-Contact potential candidates specifically for the financial sector for professional roles to book in the Managing Director’s diary. -LinkedIn Recruiter profile management, contacting potential candidates for the open roles available. Enabling the Managing Director to focus on more pressing tasks. -Record keeping within CRM system Chameleon-I, with the potential candidate information. Ensuring well- organized records to ensure a proficient analysis of the candidates and open roles. -Manage inbox, calendar and travel arrangements for the Managing Director. Anticipating the Director’s needs ensuring efficiency in the workplace. -Create Logo and Business Identity. Keeping a sense of familiarity with the previous image and providing the company with a fresh and professional look. -Create and Manage website through WIX platform, keeping in line with the Business Identity for candidates to identify with the company. Show less
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Tu Gente Venezuela
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Miami
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Customer Service Representative
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Aug 2016 - Oct 2018
-Liaise with clients for the delivery of their orders, making sure they were available for the delivery and confirming orders and ensuring all information was correct. Resulting in a better accuracy rate on the company orders. -Liaise with providers, making sure all the items ordered by clients were in stock and finding alternative solutions should there be out of stock. Providing the company with seamless order processing. -Complaint Handling, encouraging clients to provide us with the full details of their experience for further analysis in order to develop a swift process, which resulted in the improvement of the 3-star service to a 5-star service in the Miranda sector. -Answer call, texts and e-mails from clients/providers. -Staff Coordination, providing delivery drivers with their day-to-day instructions on deliveries, and best routes to follow ensuring productive time management. In my time performing the role I managed to maintain a 5 star rating in the state of Miranda, improving the 3 star rating from the previous year. Show less
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Inversiones Pa Encima C.A.
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Caracas Area, Venezuela
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Customer Service Representative
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Jun 2015 - Aug 2016
-Liaise with clients to confirm requirements for events in the Park. -Liaise with providers for orders for stock requirements and check orders received to insure all products requested were received. -Complaint Handling, encouraging clients to provide us with the full details of their experience for further analysis. -Staff Coordination, providing staff with with day-to-day instructions for the Park. -Answer call, texts and e-mails from clients/providers. -Liaise with clients to confirm requirements for events in the Park. -Liaise with providers for orders for stock requirements and check orders received to insure all products requested were received. -Complaint Handling, encouraging clients to provide us with the full details of their experience for further analysis. -Staff Coordination, providing staff with with day-to-day instructions for the Park. -Answer call, texts and e-mails from clients/providers.
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Inalsinca C.A.
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San Antonio de los Altos, Venezuela.
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Administrative Assistant
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Jul 2013 - Jun 2015
Part Time Role whlist in University Studies -Fufilled administrative duties including data processing (invoices/orders). -Acted as a point of contact for clients (B2B) via phone and e-mail. -Assisted with Ad-Hoc projects. Created Power Point presentations. -Optimized record keeping system of the company from manual input to an online system accessible to the company director. Part Time Role whlist in University Studies -Fufilled administrative duties including data processing (invoices/orders). -Acted as a point of contact for clients (B2B) via phone and e-mail. -Assisted with Ad-Hoc projects. Created Power Point presentations. -Optimized record keeping system of the company from manual input to an online system accessible to the company director.
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Education
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The London Institute of Banking & Finance
Certificate in Mortgage Advice and Practice (CeMAP®), Financial services -
Universidad 'Santa María'
Bachelor’s Degree, Communication and Media Studies -
The London Institute of Banking & Finance
Certificate in Regulated Equity Release (CeRER), Equity Release