Andrea D Canales

Andrea D Canales

Work History

Work History
Jun 2014 - Present

Office Manager/Executive Assistant

CLR Solutions LLC
  • Formulated worksheet using Excel to determine payroll hours and employee expense check payments
  • Keep track of about 40 inbound and outbound phone calls daily and emails from clients, vendors and providers by updating Excel files
  • Schedule around 20 appointments on a regular basis for pick ups, drop offs, follow ups, and in person meetings
  • Provide excellent customer service when answering questions and concerns to clients
  • Market and enhance brand through various means of communication such as in person, through social media and by phone
  • Review resumes and conduct interviews for prospective employees
  • Organize and make sure all new hire paperwork is completed along with required documentation for identification
Feb 2014 - Jun 2014

Operations Manager/Executive Assistant

NJLI Advisors/National Securities
  • Administered company's finances by recording transactions, receivables, payables, and bank statements using QuickBooks
  • Managed employee timesheets for biweekly payroll using Paychex
  • Implemented and maintained filing system of client's information by noting meetings and additional financial transactions both paper and paperless
  • Scheduled appointments with clients as well as set reservations for flights, hotels, meetings and events
  • Made sure the office was always compliant with FINRA/SEC regulations
  • Gathered client information and filled out paperwork for clients regarding brokerage accounts, REITs, IRAs, and SEP-IRAs
May 2012 - Mar 2014

Teller II

TD Bank
  • Mentored and trained incoming tellers with computer software and products
  • Maintained all client's information locked and secured by following policies and procedures
  • Interacted with heavy traffic of customers while providing an outstanding customer experience
  • Met sales goals every quarter by the promotion of products
  • Responsible for large amounts of cash on a daily basis, along with balancing the vault and ATM
  • Kept inventory of supplies and ordered items as needed while staying under budget
Aug 2011 - Mar 2012

Teller (Vault Custodian)

JP Morgan Chase Bank
  • Provide great customer experience while also handling large amounts of cash
  • Helped prepare schedules for branch employees while staying under budget
  • Sell monetary items such as cashier's checks, money orders, etc.
  • Met sales goals by referring financial institution's products and services to customers.
















Notary Public


  • High attention to detail, fast learner, self-starter, trustworthy
  • Able to multitask and work in a fast paced environment
  • Fluent in English and Spanish
  • Experience in Office Administration
  • Sales and Customer Service experience