Administrator / Receptionist / Personal Assistant/ Document Controller


Last Updated: 25th March 2020 (over 2 years ago)

Address
United Kingdom

E-mail
Locked

Phone Number
Locked

Gender
Female

Age Range
25 to 34

Qualification Level
Degree

Languages
English, Filipino

Summary

I have been working for an independent financial industry for the past 7 years and 10 months, thru the years, I've obtain knowledge, skills and work on various role in a company such as team administrator, client service administrator, personal assistant, receptionist, HR assistant, compliance, junior auditor and document controller. I am flexible, willing to explore different role, fast learner, team player and striving for excellence.

Education

Polytechnic University of the Philippines
Bachelor in Cooperatives

   Jun 2008
— May 2012

Major in Financial Management and Accounting

Experience

DeVere Acuma Insurance Brokers LLC
Client Service Administrator

   Nov 2019
— Mar 2020

 Processing and checking retirement, insurance and regular savings plans with top companies such as Zurich International, Friends Provident International, Generali International among others
 Updating consultants’ statistics daily and weekly
 Preparing pack ups for client reviews and sign ups
 Administrative duties, including executive support, client correspondence and office management
 Safe keeping and updating of clients’ personal files
 Team Administrator and Office Receptionist Reliever
 Answers incoming calls and receiving messages
 Tracks and follows tasks through e-mails
 Assisting client with queries and concern related to their policies.
 Taking action to complete client request and making sure that the client is happy.

GWM Financial Planning Ltd
Business Administrator

   Sep 2017
— Nov 2019

 Assisting compliance department in making sure investment and insurance application is fully compliant with standard requirement by the provider and by the company.
 Keeping and updating record of approved application submitted to investment and insurance provider.
 Assisting human resource department in maintaining, updating and keeping employees information.
 Processing new/renew visa application and applying medical insurance benefits for all employees within Abu Dhabi.
 Preparing pack ups for client reviews and sign ups
 Administrative duties, including executive support, client correspondence and office management
 Safe keeping and updating of clients’ personal files
 Team Administrator and Office Receptionist Reliever
 Answers incoming calls and receiving messages
 Tracks and follows tasks through e-mails

DeVere Acuma Insurance Brokers LLC
Team Administrator

   Jun 2014
— Sep 2017

 Processing and checking retirement, insurance and regular savings plans with top companies such as Zurich International, Friends Provident International, Generali International among others
 Updating consultants’ statistics daily and weekly
 Preparing pack ups for client reviews and sign ups
 Administrative duties, including executive support, client correspondence and office management
 Safe keeping and updating of clients’ personal files
 Team Administrator and Office Receptionist Reliever
 Answers incoming calls and receiving messages
 Tracks and follows tasks through e-mails

BDO Unibank Inc
Client Service Associate

   May 2012
— Jun 2014

 Dealing with cheque, cash and time deposits
 Creating and closing account
 Foreign Exchange Transaction (Buying & Selling)
 Remittance transaction
 Telegraphic Transfer transaction

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