Cindy Harami
@cindyharami
Operations Specialist at CORTEZ WEALTH MANAGEMENT processing client accounts and financial transactions with accuracy and compliance.
United StatesWhat I'm looking for
At CORTEZ WEALTH MANAGEMENT, I manage daily operational and administrative processes, including client onboarding, account updates, and documentation.
I coordinate and process financial transactions, review account information for accuracy and compliance, and help resolve account- and transaction-related issues for advisors and clients.
I monitor and reconcile account activity, coordinate corrections, and work with internal teams, financial institutions, and third-party vendors to resolve operational matters.
Earlier, as a Receptionist / Administrative Assistant at CORTEZ WEALTH MANAGEMENT and a Field Control Analyst at FIELD CONTROL ANALYTICS, I supported client service, scheduling, workforce access systems, and confidential records. I’m seeking a remote position where I can contribute my communication, problem-solving, and technical skills.
Experience
Work history, roles, and key accomplishments
Operations Specialist
Cortez Wealth Management
Jan 2023 - Present (3 years 9 months)
Manage daily operational and administrative processes to ensure accuracy and efficiency. Process client accounts, coordinate financial transactions, and provide operational support to advisors and clients, resolving account and transaction-related issues.
Receptionist / Administrative Assistant
Cortez Wealth Management
Jan 2021 - Jan 2023 (2 years)
Served as the first point of contact for clients, providing professional customer service and managing high-volume phone calls, emails, and inquiries. Scheduled appointments, maintained office records, and assisted with client onboarding and documentation.
Field Control Analyst
Field Control Analytics
Jan 2020 - Jan 2021 (1 year)
Monitored and managed workforce access systems using digital tracking tools. Maintained real-time data records for reporting and compliance, and assisted with onboarding processes including screenings and documentation.
Education
Degrees, certifications, and relevant coursework
María de Lourdes Perera High School
High School Diploma, Journalism Studies
Completed high school education with a focus on journalism studies.
Fermin Toro University
Attended university-level studies.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
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