Oswaldo Meraz

Bachelor's

Business Administration

Marketing

Goldman Sachs

Administrative Assistant

Assist 30+ private wealth advisors and their teams to deliver excellent customer service and performance. Scheduling client and prospect meetings, setting up conference rooms, catering orders, and managing phones to answer client inquiries. Arrange flights, hotels, rental car reservations, mobile notaries, and black car services, and request approval and place orders for client gifts and high-value entertainment. Organizing client engagement events both in the office and externally and working closely with Chase Center for client entertainment. Creating monthly expense reports, retrieving receipts from vendors, working with compliance regulators to keep accurate client and prospect records, and creating relationship notes on Salesforce. Collaborate with teams to ship, receive, and deposit checks and stock certificates. Draft and mail market value letters, contribution letters, and account statements for clients. Provide training and provisioning for new hires.