Financial Advisor cum Administrative Assistant

• Mar 2013 - Present

Financial Advisor cum Administrative Assistant

• Mar 2013 - Sep 2016

• Manages all incoming correspondence (emails, post, telephone calls) organizing in a systematic way.• Ensures documents are filed in a systematic way and are readily available when requested.• Initiates marketing activities to effectively source business prospects.• Implement strategies to cultivate and engage varying personal target markets.• Effectively source prospective clients, capitalize on referrals, assessing of customer needs, and master the execution of customized financial strategies.• Provide first class financial solutions to clients; Guide clients on different opportunities and offers the right insurance product based on the clients need, capacity, goals and tolerance for risk.• Serves as the initial qualifying body on the clients insurability.• Acquire intensive company-sponsored trainings to best service the information needs of clients.• Assists clients for claims and policy inquiries. Show less

Credit and Collection Officer/Office Staff

• Jul 2011 - Feb 2013

• Encoding of sales and collection per agent using Quickbook system. • Monitoring and reporting sales, collections and accounts receivables. • Receiving collection remittance from sales agent (PDC and cash) • Preparing monthly commission computation per agent. • Preparing Delivery Receipt thru Quickbook. • Preparing statement of account per client as necessary. • Receiving orders from customers. • Follow up payment per client thru sales agent. • Receiving & checking of the quality and quantity of imported product that arrives. Show less

Internal Control Staff

• Jun 2010 - Jun 2011

• Responsible for inventory as well as checking of stocks. • Handling important documents in ordering (maintaining proper stocks and auditing) • Monitoring sales and profit. • Check the consignment of every product that arrives including the quality and quantity of it. • Responsible for inventory as well as checking of stocks. • Handling important documents in ordering (maintaining proper stocks and auditing) • Monitoring sales and profit. • Check the consignment of every product that arrives including the quality and quantity of it.

Office Staff (Encoder)

• Jun 2007 - May 2010

• Follows the format plan of a residential house in Japan; • Lay-out some parts of the house; • Compute the dimensions and sizes of the materials to be ordered; • Encoding and ordering of the needed materials for the said plan; • Daily reports and accomplishments; • Handles training of new employees. • Follows the format plan of a residential house in Japan; • Lay-out some parts of the house; • Compute the dimensions and sizes of the materials to be ordered; • Encoding and ordering of the needed materials for the said plan; • Daily reports and accomplishments; • Handles training of new employees.