ALICE ZANCHI
Torrazza Piemonte
Summary
Professional Secretary with over seven years of experience managing daily administrative support tasks and operations in financial industry. Well-organized, quick learner committed to delivering high-quality results. Adaptable and versatile worker providing excellent clients service.
Overview
7
7
years of professional experience
Work History
Secretary
SAN PAOLO INVEST - PASTORE CLAUDIA
03.2019 - Current
- Maintained daily report documents, memos and invoices.
- Entered data into system and updated clients contacts with information to keep records current.
- Scheduled appointments and conducted follow-up calls to clients.
- Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
- Created and updated records and files to maintain document compliance.
- Booked airfare, hotel, and ground transportation to coordinate boss travel.
- Researched and evaluated potential investment products for clients.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Provided bank support to clients when needed
- Drafted agendas, recorded minutes and generated documents to facilitate meetings.
- Facilitated new client onboarding process and investment account setup.
- Archive business documents e financial contracts
Secretary
SANPAOLO INVEST - ANELLI VALERIO
07.2017 - 10.2018
- Entered data into system and updated customer contacts with information to keep records current.
- Handled daily scheduling tasks and provided administrative support for my boss.
- Maintained electronic filing systems and categorized documents.
- Archive business documents e financial contracts
- Answered multi-line phone system and enthusiastically greeted callers.
- Maintained daily report documents, memos and invoices.
Education
High School Diploma -
Scientific High School
Chivasso, Italy07.2015
Skills
- Clerical Support
- Office Management
- Developing presentations
- Accounting familiarity
- Document Preparation
- Microsoft Office
- Accounting skills
- Documentation and control
- Inventory Systems
- Appointment Scheduling
long walks, horseriding and Gym
I love to spend my free time taking long walks with my dog or horseback riding in the nature.
I also spend an hour every other day in the gym.
Languages
English
Advanced (C1)
French
Beginner (A1)
HOBBIES
In my free time I love taking long walks with my dog and horseback riding in the nature.
I also spend an hour every other day in the gym.
Timeline
Secretary
SAN PAOLO INVEST - PASTORE CLAUDIA
03.2019 - Current
Secretary
SANPAOLO INVEST - ANELLI VALERIO
07.2017 - 10.2018
High School Diploma -
Scientific High School
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