Hello! I'm a reliable virtual assistant with experience in sales, marketing, accounting and customer service that seeks new opportunities to apply my skills and contribute to the success of the organization.
Client satisfaction and quality work are my top priorities.
***Here are some of my skills and strengths:***
Attention to detail / Accuracy
Compliant
Customer Account Management
Decision Making/Problem Solving
Strategic Planning
Risk Management
MS WORD/EXCEL/POWERPOINT
Quickbooks and any accounting softwares
GoogleSheets/Docs
Canva Pro
I am also a fast learner, coachable, resourceful and persistent.
***WORK EXPERIENCE ***
*Financial Advisor / Field Manager - Sun Life of Canada Philippines (2016 to Present)
-Doing financial planning to clients
-Attended and practicing Certified Wealth Planner
-Offers Life Insurance Products that suits the client’s needs
-Lifetime customer service in assisting insurance claims, endowment & fund withdrawals and other insurance account related concern
* from ASSISTANT BOOKKEEPER to ACCOUNTING HEAD(in span of 1.5 years) in a Savings & Credit Cooperative- (-----------; resigned to manage our business)
As an Accounting Head, I did the following:
-Analyzing financial data to guide decision-making and ensure the company's financial health.
-Timely and accurate reporting of financial performance to management and BOD.??Overseeing accounts payable and receivable, investment activities, and ensuring the company can meet its financial obligations.
*Business Owner - Coca -Cola Distributor (-----------; we did not renew contract due to company's new policy and did not meet our expectations)
*Business Owner - Buy & Sell/ Wholesale & Retail RTW’s Beauty Products (-----------)
As a business owner, I did the following:
-Develop business plans and strategies to achieve objectives.
-Financial and Operations Management
-Marketing and Sales Strategies
-Customer Service
***GRADUATED BACHELOR OF SCIENCE IN ACCOUNTANCY at University of Mindanao -Tagum Branch Batch 2009***
PS.* I may not be good on interview, but I am reliable, passion driven worker whose aim is to help entrepreneurs manage their businesses and be part of their success. *
