Vanessa Giubine

Experience

• 

  SISCOM

  Mar 2005 - Mar 2009

  Financial Analyst

  Siscom works for excellence in providing services in various segments of the financial market such as: retail, credit cards, loans, and mortgages.• Responsible for managing financial transactions, bank reconciliation and analysis of variation• Responsible for daily control of payments• Accounts receivable and payable • Preparation and analysis of financial statements reported to financial management• Relationship with banks on operational matters

• 

  NEO Investimentos

  Apr 2009 - Nov 2015

  Middle Office Analyst

  NEO Investimentos is an independent asset management firm which, since inception, has been recognized for its differentiated products, offering consistent returns and a transparent approach to both asset allocation and risk exposure.• Responsible for NAVPS calculation• Responsible for investments, redemptions, sending statements and reports to clients• Ensured that the organization had systems of internal control that adequately measured and managed the risks that it faces• Provided excellent and outstanding customer service• Interface with front office and other support teams, locally and globally, to address trade related enquiries and issues• Prepared and delivered accurate end-of-day P&L report• Coordinated with sales and customers to resolve any post trade and settlement issues Show less

• 

  Carte Financial

  Nov 2017 - Feb 2018

  Financial Associate Intern

  • Assisted Financial Advisor in operating full-service investment and financial planning practice • Tasks included prepping for client meetings, assisting clients with administrative issues, entering trades, completing and submitting paperwork • Answered customer queries with a professional attitude and manner• Prioritized multiple work assignments simultaneously in a fast-paced work environment• Network and built relationships with new and existing client base

• 

  Scotiabank

  Jan 2018 - now

  • Responsible for contributing to the International Private Banking unit’s success by providing administrative support to the Sales Team• Knowledge of the Bank’s commercial and retail products and services• Responding promptly and effectively to requests, concerns, and complaints from clients, Private Bankers and Associates• Accurately processing transactions ensuring that business authentication requirements are met in order to protect client and Bank information• Complying with regulatory requirements as part of the service process, including Know Your Customer (KYC), Anti-Money Laundering/Anti-Terrorist Financing (AML/ATF) Show less • Responsible for meeting customers’ day to day transactional needs, resolving their service and maintenance related inquiries and directing sales opportunities to the appropriate sales officer• Assisted Customer Experience Lead and Branch Manager to perform daily duties and supervising team members• Responded to customer inquiries and concerns on the spot or escalating as appropriate• Provided coaching, guidance, and support to a team of five customer service representatives• Performed transactions, prepared and submitted reports Show less

  • International Private Banker Associate

    Aug 2019 - now

  • Sales Support Officer - International Private Banking

    Nov 2018 - Aug 2019

  • Senior Customer Representative

    Jan 2018 - Nov 2018