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Montserrat M. — Junior Branch Operations & Financial Advisor from Mexico

Montserrat M.

Junior Branch Operations & Financial Advisor

Mexico 2-3 years
Open to offersNew to Platform
Languages
SpanishEnglishKorean
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About

Montserrat M., a professional with a keen focus on operational excellence and regulatory compliance, has demonstrated a strong adaptability to highly regulated industries. Currently serving as a Branch Operations & Financial Advisor since April 2023, Montserrat has excelled in managing and optimizing daily administrative workflows aligned with corporate efficiency standards. Her proficiency in records management and auditing has been pivotal in implementing security and compliance protocols, successfully minimizing operational risks. As an Emergency Response Leader certified in civil protection, she executes safety protocols and hazard prevention strategies, emphasizing the importance of workplace health and safety. Montserrat's educational background includes a Financial Services Certification and specialized training in anti-money laundering, fraud prevention, and banking products, well-validated by the National Banking and Securities Commission. Her technical skills encompass MS Office 365/Google Workspace, essential for precise task coordination and data management.

Experience

  • Branch Operations & Financial Advisor

    null · 2023 — Present
    Oversaw and refined daily administrative functions and office procedures to align with corporate efficiency standards. Established internal security and compliance measures, effectively auditing documentation to reduce operational risks. Managed calendar tasks and data tracking, achieving consistent performance metric targets. Served as the Emergency Response Leader (Civil Protection Certified), implementing safety protocols and strategies for hazard prevention in the workplace.

Skills & Expertise

Education

  • Bachelor of Arts in International Relations (Coursework)
    Universidad Nacional Autónoma de México (UNAM)
  • High School Diploma
    EPOEM 221

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