Carli Atkinson
11 Miles Bull Bay
Summary
Results-driven and highly organized Personal Assistant with superior industrial experience maintaining a professional demeanor and appearance, proficient with attention to detail, Seeking to leverage strong communication and multitasking skills to enhance efficiency and streamline operations.
Overview
2
2
years of professional experience
Work History
Personal Assistant/Office Manager
Sagicor Life
09.2022 - Current
- Completing clerical task on a management level
- Effectively communicating information between clients, managers and personnel within the Sagicor group.
- Understanding client’s financial goals assisting in creating strategies to achieve them, such as insurance coverage, investments etc.
- Helping clients determine financial objectives such as income, expenses, assets etc.
Account Associate
Vision X Incorporate
02.2022 - 08.2022
- Supporting the accounting and Finance Department in performing accounting operations, book keeping functions, and other related clerical tasks
- Taking sensitive and confidential information to complete tasks to provide satisfactory/ reassuring information to each client
- Compiling and reviewing financial information, preparing financial forms, documents and reports.
- Assisting with the preparation of budgets and financial statements; also with tax filings, accounts receivables, accounts payables and payroll processing.
Education
High School Diploma -
Merl Grove High School
07.2020
Skills
- Time Management
- Multitasking and Organization
- Customer Service
- Strong Work Ethic
- Detail-oriented mindset
- Organizing and Preparing Meetings
- Filing and data archiving
- Database entry
Timeline
Personal Assistant/Office Manager
Sagicor Life
09.2022 - Current
Account Associate
Vision X Incorporate
02.2022 - 08.2022
High School Diploma -
Merl Grove High School
Similar Profiles
Chinloye EdwardsChinloye Edwards
Customer Service Associate at Sagicor LifeCustomer Service Associate at Sagicor Life
Kareem ManningKareem Manning
Portfolio Manager at Sagicor Life Inc. & Sagicor Asset Management IncPortfolio Manager at Sagicor Life Inc. & Sagicor Asset Management Inc
RICHARD CARRINGTONRICHARD CARRINGTON
Financial Advisor at Sagicor Life Insurance CompanyFinancial Advisor at Sagicor Life Insurance Company