Reading books - preferably sci-fi
Kaye Muriel Vasquez
Senior Financial Planning Assistant
Cebu
Summary
Highly productive Financial Planning Assistant driven to develop and maintain the best quality output. Results-oriented and known for streamlining administrative tasks. Looking for a new opportunity where attention to detail and financial planning experience will be appreciated.
Overview
4
4
years of professional experience
3
3
Languages
Work History
Senior Financial Planning Assistant
Vital Business Partners
02.2020 - Current
- Prepared reports and other documentation ahead of prospective client and current client meetings.
- Provided excellent service to my client by utilizing skills in active listening, effective communication, and quick turnaround on issues.
- Observed data integrity and confidentiality procedures.
- Implemented processes that streamlined overall administrative operations.
- Managed client issues and returned calls and emails.
- Collaborating with colleagues to create better outputs and documents for our clients.
- Helping our client ease the load off from their task basket for them to work easier.
Education
Bachelor of Science - Management Accounting
University of San Carlos
Cebu City, Philippines 04.2001 -
Skills
Knowledge and practice in XPLAN, fund portals and Salesforce
undefinedInterests
Camping
Swimming and snorkeling
Learning new languages and culture
Playing music and singing
Timeline
Senior Financial Planning Assistant
Vital Business Partners
02.2020 - Current
Bachelor of Science - Management Accounting
University of San Carlos
04.2001 -
Similar Profiles
Krystiann Josef EmnaceKrystiann Josef Emnace
Financial Planning Assistant at Vital Business PartnersFinancial Planning Assistant at Vital Business Partners
Ashley HoustonAshley Houston
Billing Specialist at Wilshire Business PartnersBilling Specialist at Wilshire Business Partners
Charlotte WoodCharlotte Wood
Admin and Event Coordinator at Downtown El Cajon Business PartnersAdmin and Event Coordinator at Downtown El Cajon Business Partners