Josephine Tan
Licensed Financial Advisor
Sto. Tomas Batangas
Summary
Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Organized Office Manager with noted experience in administrative management. Prioritize projects and multitask effectively to achieve project goals. Methodical and detail-oriented team player with expertise in team leadership.
Offering these skills and strong work ethic. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level Virtual Assistant position. Ready to help team achieve company goals.
Overview
23
23
years of professional experience
20
20
years of post-secondary education
Work History
Licensed Financial Advisor
Pru Life UK
Quezon City, Philippines
06.2014 - Current
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Facilitated new client onboarding process and investment account setup.
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Monitored and updated financial plans to comply with client goals.
- Researched and evaluated potential investment products for clients.
- Helped clients make informed decisions about financial future.
- Presented financial plans and investment recommendations to clients.
- Recommended specific investments to help clients meet financial goals.
- Advised clients on investments, retirement and estate planning.
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
- Educated clients on potential risks and rewards associated with various investments.
- Studied financial documents to identify potential areas needing improvement.
- Informed clients of strategies for reducing debt and maximizing savings.
- Created financial models to analyze and evaluate investment strategies.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Facilitated presentation and recommendation of services by optimizing client relationships.
- Answering emails.
- Do computer job (Ms Word, Ms Excel, Ms Power Point and Canva).
Crewing Manager
Task Agencies, Inc.
Ermita Manila
05.2008 - 01.2019
- Review and edit documentation for accuracy and completeness.
- Ensure that all documents are properly classified, filed, and stored in accordance with company policies and regulations.
- Monitor document usage, access, and retention to ensure compliance with legal and regulatory requirements.
- Maintain and update a document database or library, ensuring that all documents are appropriately archived and indexed for quick retrieval.
- Train cadets on proper document handling and management process.
- Responsible in updating crew list, crew status.
- Responsible for letting the crew sign principal forms.
- Applying visa of crew for joining Schengen countries.
- Screening applicants / interview
- Line up crew for next deployment / signed off crew.
- Resolving issues of crew onboard.
- Attending queries of crew / home allotment.
- Prepares crew for deployment.
- Answering emails of assigned principal.
- Do computer job (MS Word, MS Excel, MS Power Point and Canva).
- Bank Transactions (Deposit, withdrawals, payments and encashment).
- Developed strong relationships with external partners, expanding our network of qualified candidates for open positions
- Managed conflict resolution among team members effectively, maintaining a cohesive working environment
- Increased employee satisfaction by addressing concerns promptly and fairly, fostering a positive work environment
- Enhanced crewing efficiency by implementing streamlined recruitment processes and systems
Executive Assistant
WRBT & AJBT FOOD SERVICES
03.2001 - 12.2007
- Performed clerical works.
- Interview applicants.
- Inventory stocks of goods / ingredients.
- Maintaining office supplies stocks.
- Checking the flow of customers in / out.
- Checking time In / Out of employees.
- Performed bank transactions (Deposit, withdrawals, payments and encashment).
- Performed computer job (MS Word, MS Excel, MS Power Point and Canva).
- Performed answering emails.
- Managed over 50 customers per day.
- Increased sales by 10% monthly.
- Screened calls and emails and initiated actions to respond or direct messages for managers
- Organized and coordinated conferences and monthly meetings
- Coordinated events for staff members, promoting team-building activities and boosting morale within the workplace
- Answered high volume of phone calls and email inquiries
- Processed travel expenses and reimbursements for executive team and senior management group
Education
Professional Caregiver - Professional Caregiver
St. Augustine School of Nursing
Cubao Quezon City Philippines 06.2007 - 03.2024
Computer Secretarial Science - Computer Secretarial Science
Pateros Technological College
Pateros Taguig Philippines 06.1998 - 10.1999
High School Diploma -
Signal Village National High School
Signal Village Taguig Philippines 06.1996 - 11.1997
Skills
Goal-Oriented
undefinedTimeline
Licensed Financial Advisor
Pru Life UK
06.2014 - Current
Crewing Manager
Task Agencies, Inc.
05.2008 - 01.2019
Professional Caregiver - Professional Caregiver
St. Augustine School of Nursing
06.2007 - 03.2024
Executive Assistant
WRBT & AJBT FOOD SERVICES
03.2001 - 12.2007
Computer Secretarial Science - Computer Secretarial Science
Pateros Technological College
06.1998 - 10.1999
High School Diploma -
Signal Village National High School
06.1996 - 11.1997
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