Freelancer profile translated to English.

Description

I am Diana, an administrative assistant with experience working with data management, Excel, and daily task organization in a financial services office.

Currently, I am responsible for reviewing amounts, performing Excel reconciliations, verifying information between systems, and managing emails and customer service. My work requires precision, responsibility, and constant organization.

I can add value by helping companies and entrepreneurs with time-consuming administrative tasks, allowing them to focus on their business.

Services I offer:

• Data entry and organization

• Email management

• Creation and organization of spreadsheets in Excel or Google Sheets

• Information review and data control

• Customer service via email or chat

• General administrative support

I am characterized by being organized, responsible, a fast typist, and committed to meeting deadlines.

I would be happy to collaborate on short-term or long-term projects.

Industry field of expertise

Languages

Spanish
Native or bilingual

Workplace preferences

Remote only

Primarily works remotely

Empresa de servicios financieros
Administrative / Back Office
BANKING AND INSURANCE
September 2024 - Today (1 year and 9 months)
Madrid, Spain
Daily management of administrative operations in a money transfer office.
Responsible for reviewing amounts, Excel reconciliations, and system verification.

Main tasks:
• Daily reconciliations and amount control in Excel
• Transaction review and verification
• Email management
• Customer service
• Data and documentation organization
SCOTIABANK
Bank Teller
BANKING AND INSURANCE
July 2023 - July 2024 (1 year)
Lima, Peru
Customer service and comprehensive management of banking operations at the counter, including deposits, withdrawals, bill payments, transfers, account opening and maintenance, card issuance, and basic financial product advice, ensuring compliance with security protocols, fraud prevention, and daily cash reconciliation with accuracy and confidentiality.
Money Management Incident Resolution Customer Service Organization and Time Management

Be the first to recommend Diana Lisbeth

Help this freelancer shine by sharing your experience working together.

Agatha Frydrych

Backend Java Software Engineer

4.7

(3)

Baptiste Duhen

Fullstack developer

4.6

(4)

Amed Hamou

Senior Lead Developer

(2)

Audrey Champion

Web developer

4.3

(3)

Signup to reveal

Bank Teller Certificate
CERTUS
2018
Manejo de efectivo y cuadre de caja. Procesamiento de depósitos, retiros y transferencias. Pago de servicios y cobro de créditos. Verificación de billetes y detección de fraude. Atención al cliente y gestión de reclamos. Aplicación de normativas de seguridad bancaria y prevención de lavado de dinero. Uso de sistemas bancarios para registro de transacciones. Control documental y manejo de cheques.
Accounting Certificate
CIBERTEC
2022
Registro y control de operaciones contables. Elaboración de libros contables (diario, mayor, inventarios). Preparación de estados financieros básicos (balance general y estado de resultados). Cálculo y declaración de impuestos. Manejo de cuentas por cobrar y cuentas por pagar. Conciliaciones bancarias. Elaboración de nóminas y cálculo de beneficios laborales. Control de inventarios. Análisis financiero básico. Uso de sistemas y software contable.

Diana Lisbeth Peña Torres

Virtual assistant, task management, Excel, Remote

About Diana Lisbeth

Experience

Recommendations

These freelancer profiles also match your criteria

Education

Skill set

Categories