Paola Corrales

Dedicated professional with 15+ years of diverse experience in coordinating and leading administrative and operational functions for senior-level executives and higher management. Adept at overseeing scheduling, meeting coordination, calendar management, travel arrangements, project management, report generation, and records maintenance while ensuring adherence to organizational procedures/policies. Skilled in interacting with cross-functional teams and multiple departments to streamline operations and achieve office success.

Bridge Generations Wealth Management | Remote

Case Manager & Office Operations Lead | Jan 2010 – Present

• Manage the full policy lifecycle, including application submission, underwriting coordination, and ongoing servicing to ensure seamless policy administration and regulatory compliance.
• Handle all confidential client data by maintaining security and privacy through utilization of SmartOffice CRM, Tamarac, and insurance portals.
• Process client transactions of up to $60M related to investment accounts in a timely manner, thereby driving accuracy and adhering to financial regulations.
• Collaborate with the financial advisor and a two-person team to provide account updates, perform transfers, and fulfil clients’ requests.
• Drive administrative efficiency by overseeing complex personal and professional schedules, coordinating meetings across time zones, and serving as A gatekeeper to principal and senior executives.
• Plan and make domestic and international travel arrangements, including itineraries, logistics, and accommodations to ensure positive experiences.
• Organize events ranging from board meetings to personal celebrations and large-scale family functions by managing all logistical and administrative aspects.
• Facilitate seamless communication and information flow by drafting and editing polished correspondence as well as handling email and phone interactions with utmost discretion.
• Introduce systems to streamline operations and reduce inefficiencies along with supervising budgeting, vendor relationships, and inventory levels to prevent out of stock situations and control costs.
• Serve as the operational anchor between executive leadership and other departments to maximize coordination and collaboration.

Associate of Science in Architecture | Miami Dade College