Rachael P.
Mid-Level Administrative Officer
Open to offersNew to PlatformAbout
Rachael P. is a distinguished Bilingual Administrative Officer with extensive experience in data management and data analytics. With proficiency in both English and Spanish, she excels in roles requiring meticulous organization and communication. During her tenure at Stonegate Global Fund Administration in New York, Rachael intricately managed the Operations, General Ledger, and Investor Services Departments, handling responsibilities such as scheduling calls and preparing meeting minutes via Teams and Zoom. Her expertise extends to maintaining SharePoint sites, conducting financial reconciliations, and handling investor data tasks in compliance with strict record management policies. In Trinidad's Progressive Recruitment Services, Rachael adeptly transitioned complex data systems for NIB Queen’s Park East, from creating human resource databases to overseeing payroll spreadsheets and auditing financial documents. At Living Water Community, she served as a Protection Advocate, surpassing beneficiary targets and employing her bilingual skills for case management and electronic database maintenance. Rachael's adeptness in Office Administration, Data Analytics, and WordPress Website Content Management complements her academic achievements, including a BA in Latin American Studies and a Google Certificate in Data Analytics.
Why hire me
I am a qualified, driven and highly adaptable service professional with more than 16 years of experience in Office Administration and Customer Service. In past roles I have optimized and maintained electronic databases, created training materials, as well prepared meeting minutes, monthly service reports, financial reports, official correspondences and internal presentations. In my most recent role, I specialized in digital file organization and SharePoint data management, as well as compiling financial reports and spreadsheets for a hedge fund management company. I am ethical, responsible and can achieve and maintain a high level of productivity in any environment. My letters of recommendation and references are available upon request.
Experience
Operations Administrative Assistant
Stonegate Global Fund Administration · 2025 — 2026Scheduled and facilitated staff and client calls using Teams or Zoom. Prepared meeting minutes and maintained the Operations Admin SharePoint site. Completed cash reconciliations and booked General Ledger entries for investment funds. Documented loan data for Wave Investment funds and managed data for external auditor uploads per the organization's Record Management Policy.Office Clerk / Data Entry Clerk
Progressive Recruitment Services Ltd · 2023 — 2024Created databases and spreadsheets for HR purposes, maintaining file management systems for employee documents. Updated records for Pension recipients and reconciled Employee Leave data ahead of HCM software implementation. Compiled records of documents in Secondary storage and tracked new hires for insurance purposes.Receptionist
Progressive Recruitment Services Ltd · 2024 — 2024Served as the company receptionist, greeting clients and managing queries. Logged incoming mail for the Facilities Department and handled phone call transfers as needed. Provided visitor passes and prepared monthly Receptionist Reports.Human Resources Support
Progressive Recruitment Services Ltd · 2024 — 2024Updated leave balance statements and prepared training presentations for the new HCM software system. Generated HR documents and sorted incoming mail as required.Finance & Administration Support
Progressive Recruitment Services Ltd · 2024 — 2024Developed and managed spreadsheet databases for ACH Transfer data. Handled foreign exchange drafts for benefits payments and prepared journal entries for NIB Benefits. Audited cash reports for accuracy and ensured compliance with document management practices.Protection Associate & Protection Advocate Lead
Living Water Community, Ministry for Migrants & Refugees · 2018 — 2023Managed casework for asylum-seekers and refugees, identifying needs and conducting assessments in English and Spanish. Developed SOPs for case management and maintained case files in the UNHCR ProGres database. Supported invoice processes and oversaw database optimizations.Graphic Designer and Web Content Manager
Freelance · 2016 — 2018Provided website management and graphic design services for NGOs and small businesses, focusing on content creation in English and Spanish.Supervisor & Centre Manager
Canadian Visa Application Centre · 2013 — 2016Managed a team of visa analysts, met customer service targets, and ensured compliance with service agreements. Provided technical support and performed employee evaluations.Information Support Officer, Senior CSR & Team Lead
RBC Bank Ltd · 2001 — 2013Led a team of customer service representatives, conducting performance evaluations and training. Oversaw asset procurement processes and specialized in account reconciliation for the bank's foreign and local currency accounts.
Skills & Expertise
Education
- Bachelor of Arts in Latin American Studies Summa Cum LaudeCOSTAATT
- Associate of Arts in Spanish Language with High HonorsCOSTAATT
- CXC & Cambridge GCESt. Joseph’s Convent
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