Sofía Bermúdez Email
Inheritor Services Client Operations Associate @ Fisher Investments
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Sofía Bermúdez Location
- San José, CR
Sofía Bermúdez Work
- Inheritor Services Client Operations Associate @ (July 2026 - Present)
- Client Operations Associate @ (April 2025 - Present)
- Meetings and Events Housing and Delegate Management Associate @ (August 2024 - March 2025)
- Meetings and Events Administrative Support @ (May 2022 - August 2024)
- Customer Service Executive @ (December 2021 - May 2022)
- Administrative Assistant and Receptionist @ (October 2018 - November 2021)
- Event Administrative Support Intern @ (August 2016 - December 2016)
Sofía Bermúdez Education
- Universidad Rafael Landívar
Bachelor's degree (International Relations and Affairs)
2014-2020
Sofía Bermúdez Skills
- Account Reconciliation
- Accounting
- Accounts Payable (AP)
- Administrative Assistance
- Attention to Detail
- Calendaring
- Communication
- Confidentiality
- Continuous Improvement
- Creativity and Innovation
- Credit Card Reconciliation
- Critical Thinking
- Cross-functional Collaborations
- Cultural Diversity
- Customer Satisfaction
- Customer Service
- Customer Support
- Cvent Registration
- Cvent Reporting
- Data Entry
- Document Management
- Event Delegate Management
- Expense Reports
- General Correspondence
- Hotel Accommodations Management
- Hotel Contract Review
- Interpersonal Relationships
- Interpersonal Skills
- Invoice Verification
- Invoicing
- Microsoft Excel
- Microsoft Outlook
- Microsoft PowerPoint
- Microsoft Word
- Multitasking
- Office Administration
- Onboarding
- Operaciones de Inversiones
- Organization Skills
- Payroll Administration
- Petty Cash
- Problem Solving
- Procurement
- Project Management
- Quotations
- Real Estate
- Record Keeping
- Research Skills
- Staffing Services
- Supplier Negotiation
- Supplier Relationship Management
- Teamwork
- Thinking Skills
- Trello
- Written Communication
Sofía Bermúdez Summary
- Sofía Bermúdez, based in San José, CR, is currently a Inheritor Services Client Operations Associate at Fisher Investments. Sofía Bermúdez brings experience from previous roles at Fisher Investments, Boston Consulting Group (BCG) and Pan-American Life Insurance Group. Sofía Bermúdez holds a 2014 - 2020 Bachelor's degree in International Relations and Affairs @ Universidad Rafael Landívar. With a robust skill set that includes Account Reconciliation, Accounting, Accounts Payable (AP), Administrative Assistance, Attention to Detail and more. Sofía Bermúdez has 2 emails on RocketReach.
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