Lester Arabis
Taytay, Province Of Rizal
Summary
I have worked as a Financial Planning virtual administrator for Australian Financial Advisers where it focuses in wealth management and insurance.
Overview
5
5
years of professional experience
Work History
Virtual Administrative Assistant
Atlas Outsourcing Pty. Ltd.
2022.07 - 2025.02
- Assist in administrative tasks such as emailing clients and file keeping.
- Carry out superannuation and investment research via phone.
- Gather insurance commissions from various portals.
- Prepare documents needed for client reviews.
- Prepare fee disclosure statement and fee consent form.
- Prepare and obtain relevant superannuation and pension application forms needed for Statement of Advice implementation.
- Prepare online application for superannuation and pension account.
- Organizing meetings and calendar management.
Salesperson
Ezzy Reign Enterprises
2020.01 - 2021.12
- Promoting products online.
- Developed relationships with clients for increased loyalty and repeat business.
- Engaging with customers and addressing their needs effectively.
- Booking and monitoring deliveries.
Education
Bachelor of Science - Logistics And Supply Chain Management
Our Lady of Fatima University
Antipolo City, Province Of Rizal, Philippines2022-06
Skills
- Computer proficiency
- Planning and analyzing
- English communication
Languages
English
Tagalog
Timeline
Virtual Administrative Assistant
Atlas Outsourcing Pty. Ltd.
2022.07 - 2025.02
Salesperson
Ezzy Reign Enterprises
2020.01 - 2021.12
Bachelor of Science - Logistics And Supply Chain Management
Our Lady of Fatima University