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I am a detail-oriented B2B support professional and Financial Services specialist with 10+ years of experience in client relationship management, CRM tracking, regulatory documentation, and professional outreach across banking and investment environments in Canada and Brazil. I thrive in structured, compliance-driven settings and am known for researching prospects, managing lead pipelines, maintaining precise records, and coordinating referrals to support partner collaborations. I am highly organized, proactive, and able to handle multiple priorities independently. I excel at research, lead pipeline management, and providing high-quality administrative and client support. I am seeking a part-time Virtual Assistant / B2B support role to back professional services and SME outreach initiatives.…I am a detail-oriented B2B support professional and Financial Services specialist with 10+ years of experience in client relationship management, CRM tracking, regulatory documentation, and professional outreach across banking and investment environments in Canada and Brazil. I thrive in structured, compliance-driven settings and am known for researching prospects, managing lead pipelines, maintaining precise records, and coordinating referrals to support partner collaborations. I am highly organized, proactive, and able to handle multiple priorities independently. I excel at research, lead pipeline management, and providing high-quality administrative and client support. I am seeking a part-time Virtual Assistant / B2B support role to back professional services and SME outreach initiatives.

Michele Vieira de Carvalho

1st Assistant Director, Project Manager, Marketing Analyst, +2

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I am a detail-oriented B2B support professional and Financial Services specialist with 10+ years of experience in client relationship management, CRM tracking, regulatory documentation, and professional outreach across banking and investment environments in Canada and Brazil. I thrive in structured, compliance-driven settings and am known for researching prospects, managing lead pipelines, maintaining precise records, and coordinating referrals to support partner collaborations. I am highly organized, proactive, and able to handle multiple priorities independently. I excel at research, lead pipeline management, and providing high-quality administrative and client support. I am seeking a part-time Virtual Assistant / B2B support role to back professional services and SME outreach initiatives.…I am a detail-oriented B2B support professional and Financial Services specialist with 10+ years of experience in client relationship management, CRM tracking, regulatory documentation, and professional outreach across banking and investment environments in Canada and Brazil. I thrive in structured, compliance-driven settings and am known for researching prospects, managing lead pipelines, maintaining precise records, and coordinating referrals to support partner collaborations. I am highly organized, proactive, and able to handle multiple priorities independently. I excel at research, lead pipeline management, and providing high-quality administrative and client support. I am seeking a part-time Virtual Assistant / B2B support role to back professional services and SME outreach initiatives.

Available to hire

I am a detail-oriented B2B support professional and Financial Services specialist with 10+ years of experience in client relationship management, CRM tracking, regulatory documentation, and professional outreach across banking and investment environments in Canada and Brazil. I thrive in structured, compliance-driven settings and am known for researching prospects, managing lead pipelines, maintaining precise records, and coordinating referrals to support partner collaborations.

I am highly organized, proactive, and able to handle multiple priorities independently. I excel at research, lead pipeline management, and providing high-quality administrative and client support. I am seeking a part-time Virtual Assistant / B2B support role to back professional services and SME outreach initiatives.

Skills

Experience Level

Expert

Expert

Intermediate

Intermediate

Intermediate

Language

English

Fluent

Portuguese

Fluent

Spanish; Castilian

Beginner

Work Experience

Financial Planner / Investment Specialist at BMO, Calgary AB

March 1, 2023 - Present

Manage client portfolio and relationship pipeline using CRM systems and structured tracking processes. Conduct client research and needs analysis to recommend solutions and next-step actions. Generate new business through structured outreach and referral partner collaboration. Maintain detailed compliance records and client communication logs. Coordinate referrals with internal partners and specialists. Support business development initiatives through lead follow-up and relationship nurturing.

Financial Advisor at TD Canada Trust, Calgary AB

July 1, 2022 - March 1, 2023

Identified new client opportunities through proactive outreach and needs assessments. Documented client interactions and follow-up actions. Maintained updated records of investment activities. Supported cross-department referrals and partner coordination. Exceeded performance scorecard targets.

Personal Banking Associate at TD Canada Trust, Calgary AB

February 1, 2022 - July 1, 2022

Used CRM tools to manage customer pipelines and opportunity tracking. Processed applications and maintained regulatory documentation accuracy. Organized client requests and follow-up actions. Delivered administrative and operational support in high-volume environment.

Financial Planner at Santander Bank, Brazil

March 1, 2018 - December 1, 2019

Managed 350 client accounts with structured portfolio tracking. Delivered professional outreach presentations. Built referral relationships with partners. Maintained detailed investment and compliance documentation. Generated significant new investment business.

Financial Planner / Investment Specialist at BMO

March 1, 2023 - Present

Manage client portfolio and relationship pipeline using CRM systems and structured tracking processes; Conduct client research and needs analysis to recommend solutions and next-step actions; Generate new business through structured outreach and referral partner collaboration; Maintain detailed compliance records and client communication logs; Coordinate referrals with internal partners and specialists; Support business development initiatives through lead follow-up and relationship nurturing.

Financial Advisor at TD Canada Trust

July 1, 2022 - March 1, 2023

Identified new client opportunities through proactive outreach and needs assessments; Documented client interactions and follow-up actions; Maintained updated records of investment activities; Supported cross-department referrals and partner coordination; Exceeded performance scorecard targets.

Personal Banking Associate at TD Canada Trust

February 1, 2022 - July 1, 2022

Used CRM tools to manage customer pipelines and opportunity tracking; Processed applications and maintained regulatory documentation accuracy; Organized client requests and follow-up actions; Delivered administrative and operational support in high-volume environment.

Financial Planner at Santander Bank

March 1, 2018 - December 1, 2019

Managed 350 client accounts with structured portfolio tracking; Delivered professional outreach presentations; Built referral relationships with partners; Maintained detailed investment and compliance documentation; Generated significant new investment business.