Trinette Dmello

TRINETTE T DMELLO-| - https://www.linkedin.com/in/trinette-dmello/ Virtual Assistant A highly talented, detail oriented Virtual Assistant and customer service advocate with experience providing exceptional support and ensuring projects are completed on time and with extreme confidentiality. Strive in fast-paced, virtual environments following established procedures and practices to exceed all customer expectations. Experienced in creating an effective, organized environment in which I can excel at focusing time on providing top level client support, resolving issues and developing relationships to ensure loyalty and growth. Unique skills set offering exceptional organizational/administrative skills combined with ensuring 100% customer satisfaction. CORE PROFICIENCIES • • • • Customer Service MIS Reporting Investor relationship Handling Queries • • • • Project management Capital Market Microsoft Office Document Preparation • • • • Customer Loyalty Community Relations Relationship Building Office Management PROFESSIONAL EXPERIENCE Virtual Assistant | Wishup.co | 2021 – Present Mutual Fund Executive | Motilal Oswal Financial Services | 2018 – 2021 Management Trainee | NJ India Invest Pvt Ltd| Internship CLIENT EXPERIENCE Executive Assistant | In Med Prognostics | 2021 – Present Responsibilities: • Administrative work such as research, data gathering and report preparation, scheduling/calendar management, and email management. • Calls clients to request or follow up on documents and manage customer relationships • Undertake administrative tasks to support executive director and to facilitate an efficient operation • Prepare, transcribe, compose, print, edit, and distribute meeting agendas and minutes. • Creates, maintains and updates files, databases, records and/or other documents. • Help with the day-to-day office administration work. Coordinate executive communications, including taking calls, responding to emails and • interfacing with clients • Prepare internal and external corporate documents for team members and industry • partners • Schedule meetings and appointments and manage travel itineraries • Maintain an organized filing system of paper and electronic documents Executive Assistant/Program Manager | Kloudle | 2021 – Present Responsibilities: • Project Management, CRM and Lead Management. • Administrative work such as research, data gathering and report preparation, scheduling/calendar management, and email management. • Schedule meetings using Outlook, Zoom, Google meet. • Recruit leads online using different platforms. TRINETTE T DMELLO-| - https://www.linkedin.com/in/trinette-dmello/ • • • • • • • • • • • • • • Calls clients to request or follow up on documents and manage customer relationships Undertake administrative tasks to support executive director and to facilitate an efficient operation Prepare, transcribe, compose, print, edit, and distribute meeting agendas and minutes. Creates, maintains and updates files, databases, records and/or other documents. Help with the day-to-day office administration work. Perform financial planning and budgeting functions. Maintain expense reports. Look for opportunities to streamline efforts and improve processes. Updated company’s data base with new customer information and manage data retrieval of current customers, accurately and in a timely fashion. Handled complex problems and worked with customers to ensure all discrepancies are resolved quickly. Provided exceptional customer service while assisting key clients. Maintained detailed records of billing through reconciliation processes. Develop and control deadlines, budgets and activities Assume responsibility for the program’s people and vendors Executive Assistant | MR Steel Corporation | 2021 Executive Assistant | Access Industrial Solutions | 2021 CERTIFICATION AND BADGES 1. Anaplan Level 1 Model Building 2. Certificate in Alternative Investment Industry. 3. National Institute of Securities Market (NIMS) series V-A: Mutual Fund Distributors Certification. EDUCATION AND TRAINING Masters of Management Studies (Finance) University of Mumbai, Mumbai, India Bachelors of Management Studies (Finance) University of Mumbai, Mumbai, India ADDITIONAL PROFICIENCIES TECHNICAL SKILLS Microsoft Office (Word, Excel, PowerPoint, Outlook, Access), Google Suite, Quikbooks, Canva, Asana/Trello, Slack, Dropbox, Mailchimp, Zoom, Notion, Oneup.