Alfreida Regina Smith

• Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
• Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
• Prepared and dispatched quotes to clientele
• Created, maintained and updated filing systems for paper and electronic sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
• Liaised with all relevant departments concerning the overall operations of the Company including works to be carried out and as well any matters/complaints by clients
• Developed and maintained successful relationships with vendors, suppliers and contractors.
• Placed orders for inventory locally and overseas with vendors
• Prepared and dispatched annual renewal Contractual Agreements for clientele.
• Solicited new business for the Company
• Oversee the overall day to day operations of the Company along with managers in all departments
• On a quarterly basis, review overall business activities and expenses and revenues of the Company.
• Carried out Annual Staff Reviews.
• Placed orders with suppliers for goods being purchased by Company
• Maintained computer and physical filing systems.

• Servicing the baking needs of clients residing abroad and managed by Inter-entity office within the Company Group
• Excellent communication skills, both verbal and written.
• Skilled at working independently and collaboratively in a team environment.
• Worked well in a team setting, providing support and guidance.
• Demonstrated respect, friendliness and willingness to help wherever needed.
• Assisted with day-to-day operations, working efficiently and productively with all team members.

• Liaised with Relationship Managers within the Companies Group concerning the management of external clients accounts
• Serviced the needs of clients residing abroad with accounts opened in The Bahamas
• Demonstrated respect, friendliness and willingness to help wherever needed.

• Liaised and co-managed with External Asset Manager in managing account booked in The Bahamas and introduced by External Manager.
• Accomplished multiple tasks within established timeframes.
• Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.

• Aligned organizational objectives with company mission to increase business growth and integrate work strategies with External Asset Managers within Switzerland & Gibraltar
• Cultivated a closer liaison with External Asset Managers domiciled within Switzerland and Gibraltar
• Worked alongside colleagues within the External Asset Management division within Geneva and Zurich, Switzerland
• 
  

2001 - 2008

Operations Department

Assistant Treasurer Operations 2001 - 2002

Assistant Vice President - Operations Manager 2002-2008

March 2007 - 3 Months secondment in Switzerland

Worked directly within the Institutional Services Unit within Geneva and Zurich, Switzerland

Rotated within the various departments of this unit to get an overall view of the various departments that played a role in the services we offered to all of our External Asset Managers and the direct impact these services at Lombard Odier & Cie had contributed to the overall management of the underlying clients' account managed by the External Asset Manager

• Collaborated closely with executive leadership to align department goals with overall company objectives, resulting in stronger organizational cohesion.
• Established a high-performance culture within the team by setting clear expectations and providing regular feedback on individual performance contributions.

• Self-motivated, with a strong sense of personal responsibility.
• Skilled at working independently and collaboratively in a team environment.
• Proven ability to learn quickly and adapt to new situations.
• Filing Clerk
• Reconciliation Clerk - Bank Cash & Securities
• Entry Booking
• Receptionist
• Trade Settlements
• Client Mailing
• Excellent communication skills, both verbal and written.
• Worked well in a team setting, providing support and guidance.
• Developed and maintained courteous and effective working relationships.
• Demonstrated strong organizational and time management skills while managing multiple projects.