VIC ROJAS

Senior Client Service Administrator at 5 ELK
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Contact Information
us****@****om
(386) 825-5501
Location
Cebu, Central Visayas, Philippines, PH

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Credentials

  • Critical Thinking
    LinkedIn
    Mar, 2021
    - Nov, 2024
  • Excel Essential Training (Office 365/Microsoft 365)
    LinkedIn
    Mar, 2021
    - Nov, 2024
  • Managing and Analyzing Data in Excel (Office 365/Excel 2019)
    LinkedIn
    Mar, 2021
    - Nov, 2024
  • Time Management Fundamentals
    LinkedIn
    Mar, 2021
    - Nov, 2024
  • Become a Customer Service Specialist
    LinkedIn
    Feb, 2021
    - Nov, 2024

Experience

  • 5 ELK
    • Financial Services
    • 1 - 100 Employee
    • Senior Client Service Administrator
      • Apr 2021 - Present

      Moneyplan Australia Offshore Team Leader & Team Trainer ✅ Setting up information and managing financial planning CRM using Xplan ✅ Facilitating banking reconciliation and reporting ✅ Preparing reports and documentation for client meetings ✅ Liaising with financial institutions, banks, and fund managers ✅ Research Fact Find - Super, Investments & Insurance plans and coverages ✅ Preparing spreadsheet reports and programs using Microsoft Excel. ✅ Training newly hired team members. ✅ Preparing Tax Information Requests ✅ Adhoc tasks (NOI, Withdrawal Requests, Account Amendment and etc.) Awards ⭐ Company Values Awardee "Find a Way" ⭐ Golden Day Awardee Show less

  • Manulife
    • Canada
    • Insurance
    • 700 & Above Employee
    • Customer Service Professional
      • Nov 2019 - Aug 2020

      ✅ Worked at Group Retirement Solutions that assist members with their retirement, pension, and savings plan.✅ Answering inquiries regarding their account status✅ Assisted members in making withdrawals and contributions✅ Assisted members in reviewing their investments profile.✅ Assisted members with their tax documents and other requests✅ Guided members for enrollment/opening new accounts.⭐ Received Perfect Attendance Recognition⭐ Wa recognized as top agent after the training Show less

    • Business Process/Premium Associate
      • May 2018 - Nov 2019

      Group Benefits - Client Financial Services✅ Was assigned in Client/Sponsor Financial Services who manage cheque deposits and wired premium payments✅ Assigned in Deposits, Billing, and Allocation Team✅ Assigned in receiving paperwork/scanned documents such as pdf, word, and excel files for backup statements.⭐Received award as Top Performer of the Team⭐Certificate of Perfect Attendance Recognition

  • Cebu Microelectronics Inc.
    • Philippines
    • Semiconductor Manufacturing
    • 1 - 100 Employee
    • Plant Operation and Control Facility Technician (OJT/Intern)
      • Apr 2017 - Jun 2017

      OJT/Intern OJT/Intern

Education

  • Palompon Institute of Technology
    Mechanical Engineering, BS Mechanical Engineering
    2011 - 2018

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