Yesenia Kirkland
Perth,WA
Summary
Dedicated administrative support and client service professional with a proven ability to adapt in dynamic environments. Equipped with a White Card and Working Safely at Heights Certification, demonstrating commitment to safety and compliance. Known for delivering exceptional service and operational efficiency, seeking to leverage hands-on skills in a growth-oriented role.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Gardener & Farmhand
Apache Investments Australia Pty Ltd
Perth, Australia
01.2025 - Current
- Operate lawn tractors and other machinery for land maintenance and landscaping tasks
- Pulled weeds, raked leaves, and ensured the cleanliness and upkeep of garden beds and outdoor areas
- Fed and cared for chickens, maintaining proper feeding schedules and ensuring clean living conditions
- Performed general labor tasks such as clearing debris, loading/unloading materials, and maintaining tools and equipment
Investment Associate
Provenance Wealth Advisors
Miami, USA
05.2021 - 12.2024
- Provided comprehensive support to portfolio managers handling high-net-worth client portfolios totaling over $1.8 billion
- Managed client accounts, overseeing new account openings, processing transactions, and handling money transfers while ensuring compliance with regulatory standards
- Conducted market research and analysis to support investment decisions, preparing customized reports for clients and internal tracking purposes
- Primary point of contact for client inquiries, delivering prompt and personalized assistance
Executive Assistant/Branch Administrator
Oppenheimer & Co. Inc
Miami, USA
05.2018 - 05.2021
- Managed daily operations of the branch, providing high-level administrative support to the branch manager and a team of 25+ brokers
- Coordinated travel arrangements, including booking flights, accommodations, and ground transportation
- Organized branch events, meetings, and training sessions, ensuring smooth execution from start to finish
- Maintained office supplies, processed expense reports, and handled sensitive documents with discretion
- Processed new hire paperwork and acted as the liaison between headquarters and the branch for HR matters
Operations Specialist
Oppenheimer & Co. Inc
Miami, USA
07.2017 - 05.2018
- Processed financial transactions, including wire transfers, journals, checks, and ACATs, ensuring accuracy and timeliness
- Reviewed and approved client account documentation, verifying compliance with internal policies and regulatory standards
- Identified opportunities for process improvement, presenting recommendations to branch management
- Maintained clear communication with advisors and clients to address any transaction-related inquiries
Client Service Associate
Oppenheimer & Co. Inc
Miami, USA
12.2016 - 07.2017
- Provided direct support to financial advisors by handling client inquiries and managing account-related requests
- Prepared daily and weekly reports for advisors to track portfolio performance and client activity
- Processed outgoing wires, checks, and account transfers, ensuring adherence to cut-off times and compliance procedures
- Scheduled client meetings and maintained organized records of account activity and correspondence
Education
High School Diploma -
Miami Coral Park Senior High School
Miami, FL06.2013
Some College (No Degree) - Business Administration
Miami-Dade Community College
Miami, FLSkills
- Bilingual Communication: Spanish and English
Certification
- White Card, Western Australia
- Working Safely at Heights Certification, Western Australia
Timeline
Gardener & Farmhand
Apache Investments Australia Pty Ltd
01.2025 - Current
Investment Associate
Provenance Wealth Advisors
05.2021 - 12.2024
Executive Assistant/Branch Administrator
Oppenheimer & Co. Inc
05.2018 - 05.2021
Operations Specialist
Oppenheimer & Co. Inc
07.2017 - 05.2018
Client Service Associate
Oppenheimer & Co. Inc
12.2016 - 07.2017
High School Diploma -
Miami Coral Park Senior High School
Some College (No Degree) - Business Administration
Miami-Dade Community College
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