Professional with strong background in financial management and client relations. Skilled in financial reporting, and compliance, ensuring accuracy and timely delivery. Focused on team collaboration and consistently achieving results, adaptable to changing needs. Known for reliability, analytical thinking, and proactive approach to problem-solving.
Overview
2025
2025
years of professional experience
Work History
Account Officer
Royal Bank of Trinidad & Tobago Limited
Process FX Deals, BA’s and other investments
Assist the booking keeping officer
Prepare end of month reports
Enhanced accuracy in account reconciliations by closely reviewing transactions for discrepancies or errors before finalizing financial statements.
Responded to requests for information and resolved issues quickly.
Increased client satisfaction by providing timely and accurate financial reports.
DDA Clerk
Royal Bank of Trinidad & Tobago Limited
Maintained and audited all customers foreign bank accounts
Trained new clerks on company procedures and software tools effectively contributing to their integration into the team.
Maintained filing system and organized customer documents for easy retrieval of information.
Ensured confidentiality of sensitive documents through proper storage methods and restricted access control implementation.
Processed mail accurately and efficiently, ensuring that all correspondence was distributed to the correct recipients in a timely manner.
Junior trainee
Royal Bank of Trinidad & Tobago Limited
Provided relief for staff in the following departments IPCC, DDA, Direct Accounts, Collections & LC, Audit and Administrative Department
Accounting Clerk
Royal Bank of Trinidad & Tobago Limited
Balance foreign accounts position for FX Traders
Prepared daily reports for upload to Central Bank of T&T
Maintained accounting records utilizing in-house and client systems.
Facilitated timely month-end closing activities by completing accurate journal entries and account adjustments.
Collaborated with other accounting clerks to maintain a cohesive and supportive work environment, fostering knowledge sharing and continuous improvement efforts.
Demonstrated adaptability by learning new software tools and accounting practices, ensuring continued professional development and growth.
Investment Officer
RBC Royal Bank Trinidad & Tobago Limited
- Current
Monitor and reconcile Bank’s security assets in both local and foreign currency (I.e
Treasury Bills, Treasury Notes, Bonds and equities)
Process securities via the Bank’s online processing systems
Prepare daily, weekly and monthly regulatory reports to our Finance Departments and Central Bank of Trinidad & Tobago
Address errors or complaints in a timely manner
Assist the Reserve Officer and FXCPCM Officers and provide relief for staff within the unit
I provide support and relief to my Team Lead
Monitored, managed and developed investment portfolios.
Cultivated client relationships through high levels of direct communication to maintain customer loyalty.
Handled financial transactions worth over $100MM.
Participated in ongoing professional development opportunities, staying up-to-date on industry trends and best practices.
Maintained strict compliance with industry regulations and ethical standards in all investment activities.
Balanced multiple competing priorities effectively, managing a diverse range of responsibilities without sacrificing attention to detail or quality outcomes.
Contributed to firm-wide initiatives aimed at improving overall business performance through strategic planning sessions and process improvement efforts.
Implemented innovative tools and technologies for more efficient portfolio management and reporting processes.
Enhanced team productivity by mentoring junior colleagues and sharing knowledge of advanced investment techniques.
Education
No Degree - Introduction To Business & Computer Technology
ROYTEC
Port Of Spain, Trinidad And Tobago
01.1995
Information Systems – Diploma - Data Processing 1, Programming Project
School of Business & Computer Science
Champs Fleurs
01.1994
Skills
Collaborative Teamwork
Process Improvement
Proficient Time Management
Effective Communication Skills
Activities
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Timeline
Account Officer
Royal Bank of Trinidad & Tobago Limited
DDA Clerk
Royal Bank of Trinidad & Tobago Limited
Junior trainee
Royal Bank of Trinidad & Tobago Limited
Accounting Clerk
Royal Bank of Trinidad & Tobago Limited
Investment Officer
RBC Royal Bank Trinidad & Tobago Limited
- Current
No Degree - Introduction To Business & Computer Technology
ROYTEC
Information Systems – Diploma - Data Processing 1, Programming Project
School of Business & Computer Science
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