Lisbeth Gonzalez de Kong

Prospected and recommended long-term insurance products to clients based on needs assessments. Passed the TTII Long-Term Insurance State Licensing Examination dated April 14, 2026.

Executed DEPEND depository transactions including shares deposits/withdrawals, inter-CSD transfers, and dematerialization by validating documentation and coordinating with brokers, participants, and stakeholders. Monitored trade settlements on the DEPEND system and ensured compliance with applicable procedures and regulations.

Completed corporate action events for the assigned Registrar Companies, supporting registration services at Annual General Meetings. Updated DEPEND client information, reissued payments to shareholders, issued audit/estates confirmations of holdings, and ensured strict confidentiality and regulatory compliance.

Managed a portfolio of clients across RBC Trust service lines and acted as the first point of contact between the trustee and external stakeholders. Processed monthly pensioner payrolls, ensured requests were executed per constituting documents, managed corporate facilities under trusteeship, billed service fees, and supported audit confirmations and annual trustee reporting.

Executed custodian functions for assets under management, ensuring accurate processing of trades, interest, dividends, and corporate actions. Calculated and distributed daily NAVs by downloading FX rates and asset prices from Bloomberg and loading them into CAMRA, and verified transaction entries posted to CAMRA.

Balanced CAMRA (GL postings) daily and performed daily bank reconciliations for TTD and USD trust, mutual funds, and investment management accounts. Updated USD cash balances reports, supported account setups, reconciled monthly pension payrolls against CAMRA, resolved reconciliation discrepancies, and supported quarterly bank reconciliation audits.

Delivered specialist Spanish training for business professionals and tutored Level 1a Basic Spanish. Supported learners through structured language instruction in an off-site format.

Managed accounts payable and liaised with head office and external stakeholders including bankers, lawyers, suppliers, and subcontractors. Completed accounts reconciliations, supported audits, conducted stock counts, prepared bank reconciliations and VAT returns, and coached two Finance Administrative Assistants.

Supported the Finance Manager in setting up and managing day-to-day finance functions for the Digicel telecommunications contract. Assisted with the transition from project operations to business-as-usual and trained on Microsoft Dynamics AX, including purchase order processing, accounts payable, VAT returns, and statutory payroll tax preparation.

Conducted market research on aggregates and other construction materials in Venezuela. Liaised with business brokers, translated and proofread business documents (English/Spanish), and completed training on shipping procedures and aggregates’ lightering operations at the port.

Served as the liaison between internal and external stakeholders and provided logistics support to senior leadership, including drafting/proofreading and translating business proposals and correspondence. Managed administrative and accounting support including QuickBooks postings, VAT returns, payroll supervision, statutory remittances, and accounts payable/reconciliation activities.

Maintained and updated the in-house QUBE database in line with tenant and solicitor correspondence. Handled tenant queries, processed high volumes of post and payments into the database, and reviewed information from leases and the Land Registry.

Coordinated internal and external stakeholders across site, contractors, attorneys, bankers, accountants, insurance brokers, and government agencies. Posted transactions to QuickBooks, prepared VAT returns, supervised payroll for weekly/fortnightly staff including statutory remittances, managed accounts payable and reconciliations, and supported recruitment of administrative staff.

Completed a Master of Business Administration (Project Management specialism) at Anglia Ruskin University (via SAM Caribbean Limited) from 2016 to 2017.

Earned a Bachelor of Science in Business Administration at Universidad Santa María in Venezuela from 1996 to 2001.