Dave – VA4627
Full-Time
Job Title
Executive Assistant
Availability
Full-Time
Languages
English
Country
Philippines
Resume
https://osp.li/129f73
Screening Interview
https://osp.li/26d0cf
Short Interview
https://osp.li/f0377a
Portfolio
Internet Speed Mbps
200
Computer Specs
About me
With three years of experience in financial planning and project management, Dave is a skilled Virtual Assistant with a strong background in administrative tasks, research, social media management, project management, and communication. He excels at streamlining tasks, providing accurate information, and ensuring timely client communication. His expertise in efficient processes and exceptional customer service sets him apart from others.
Education
UNIVERSITY OF SOUTHERN PHILIPPINES
Year
2018 - 2022
Course
Bachelor of Science in Hospitality Management
Experience
Executive Assistant / Project Manager / Client Services Manager / Social Media Manager / Training & Development2024 - Present
– Assist with the management of applications submitted across all departments.– Follow up with customers and permit processors.– Contact different departments to obtain notes on anything required for permit clearance.– Review plans, follow up on the checklist of items, and send any corrections to the Architects.– Attend to phone calls and emails.– Update clients via Monday.com.– Spearheaded the strategy, implementation, and management of all employee training and development initiatives across the organization.– Responsible for developing, implementing, and overseeing the company’s social media strategy to drive brand awareness, engagement, and business growth. My role involved creating and curating content, managing social media accounts, and analyzing performance metrics to ensure the company’s online presence aligned with its marketing objectives.– Responsible for overseeing the planning, execution, and successful delivery of projects within scope, budget, and timeline. I collaborated with cross-functional teams to ensure alignment with business objectives, managed resources effectively, and mitigated risks to drive project success.
Financial Planning Virtual Assistant / Client Services Manager2022 - 2024
– Managed client service annual advice agreements.– Handled product research on various fund product providers like MLC, TAL, AMP, CFS, etc.– Input data on client back-office system using XPlan and Salesforce.– Manage client records and organized client documents using Microsoft OneDrive and ensured client information on internal systems is well- maintained.– Personally handle client customer service by catering to client inquiries and communication via calls, emails, and messages. preparation, advice document preparation, advice insurance applications or alterations, client-signature follow-ups, and investment switches.– Managed various ad-hoc tasks that mainly focus on insurance alterations or cancellations, client-directed pension withdrawals, and another client and adviser directed task.
Skills
Account Management,Admin / Executive Support,Appointment Setting,Content Creation,Content Writing,Customer Service,Lead Generation,Paid Ads / Marketing,Project Management,SEO,Social Media Management
