Eloisa Vela
Chief Operations Officer at Mission Financial Planners, LLC | San Antonio, Texas Metropolitan Area
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Eloisa Vela serves as the Chief Operations Officer at Mission Financial Planners, LLC, where she leverages her extensive background in administrative support and financial services to enhance operational efficiency and compliance. With over eight years of experience, Eloisa has honed her skills in managing daily operations, ensuring that the firm’s processes are not only streamlined but also aligned with industry standards. Her bilingual proficiency allows her to communicate effectively with a diverse clientele, fostering strong relationships that are essential in the financial planning sector.
In her current role, Eloisa is instrumental in implementing and refining office processes that improve workflows across the organization. She coordinates and reviews financial policies and procedures, ensuring that they meet regulatory requirements while also supporting the advisory team in maintaining robust compliance programs. Her analytical skills enable her to review and process investment transactions with precision, contributing to the firm’s reputation for quality and reliability.
Eloisa's commitment to confidentiality and responsiveness has made her a trusted resource within the organization. She is proactive in identifying areas for improvement and takes the initiative to implement solutions that enhance overall productivity. Her expertise in data entry, reporting, and customer service ensures that the administrative functions of Mission Financial Planners run smoothly, allowing the advisory team to focus on delivering exceptional financial guidance to clients. Through her leadership, Eloisa continues to play a pivotal role in driving the success of the firm, making her an invaluable asset to the Mission Financial Planners team.
Chief Operations Officer at Mission Financial Planners, LLC in January 2023 to March 2025
Registered Wealth Management Client Associate at Bank of America Merrill Lynch in August 2021 to November 2022
Advisor Assistant at Waddell & Reed (Pharos Wealth Strategies) in March 2020 to July 2021
Associate at Thrivent Financial in November 2019 to January 2020
Administrative Principal at Foresters Financial Services in March 2013 to August 2019
Customer Service Representative at UnitedHealth Group in November 2011 to March 2013
Secretary at Lee Memorial Health System in March 2009 to August 2011
Purchasing Clerk at Lamb Construction Group Inc. & Gulf Western Roofing in March 2008 to November 2008
Design Studio Operations Manager at WCI Communities, Inc. in January 2005 to January 2008
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Edison State College, Selected coursework in Business Administration and Management
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Office Administration
Detail Oriented
Organized
Customer Satisfaction
Analytical Skills
Continuous Improvement
Data Entry
Financial Services
Insurance
Investments
Administrative Assistance
Inventory Management
Spreadsheets
Microsoft Excel
Microsoft Word
Microsoft Outlook
Problem Solving
Time Management
Teamwork
Customer Service
Confidentiality
Facilitation
Management
Decision-Making
Communication
Employee Training
Staff Development
Responsiveness
Work Effectively
Supporting Others
Docupace System
SmartOffice System
Branch Office Systems Software
Proactive Self Starter
Self Motivated
Reporting
Listening
Tenacity
Initiative
Word Processing
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Discover more about Mission Financial Planners, LLCWhat is Eloisa Vela email address?
Email Eloisa Vela at [email protected] and [email protected]. This email is the most updated Eloisa Vela's email found in 2026.
How to contact Eloisa Vela?
To contact Eloisa Vela send an email to [email protected] or [email protected]. (updated on September 25, 2024)
What company does Eloisa Vela work for?
Eloisa Vela works for Mission Financial Planners, LLC
What is Eloisa Vela's role at Mission Financial Planners, LLC?
Eloisa Vela is Chief Operations Officer
What is Eloisa Vela's Phone Number?
Eloisa Vela's phone (214) ***-*163
What industry does Eloisa Vela work in?
Eloisa Vela works in the Financial Services industry.
Eloisa Vela Email Addresses
Eloisa Vela Phone Numbers
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