Maria Francia Buenafe
VIRTUAL ASSISTANT
Dasmarinas,CAV
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
12
12
years of professional experience
3
3
Certification
Work History
Freelance Financial Advisor
Sun Life of Canada Phils.
04.2024 - Current
- Developed comprehensive financial plans to meet client goals and objectives.
- Analyzed client portfolios to optimize investment strategies and asset allocation.
- Provided ongoing support and education to clients regarding market trends and opportunities.
- Led workshops to enhance client understanding of financial products and services.
Administrative Assistant
ANABU STEEL BUILDERS, TRADING AND FABRICATION
01.2014 - 05.2022
- Supported daily office operations by managing schedules and coordinating meetings.
- Maintained organized filing systems to ensure easy access to important information.
- Managed daily administrative tasks including email handling, scheduling and document presentation.
- Maintained organized physical filing system.
- Communicated professionally with clients and internal teams.
- Supported basic accounting functions aligned with company procedures.
Education
Bachelor of Science - Accountancy
University of Manila
Metropolitan ManilaSkills
Administrative support
Email Management (Gmail, Outlook )
Calendar and Appointment Scheduling
Travel Management
Bookkeeping (Basic Accounting, Invoicing)
Google Workspace ( Docs , Sheets, Drive)
Customer support and client coordination (Email/chat)
Certification
Certificate of Completion Training for Virtual Assistant - as Appointment Setter, Administrative Assistant given by CLAIR VOYANCE
Certificate of Completion Training for Xero Mastery Practical Training in Bookkeeping - KAJEA VLOGS
Certificate of Completion Training for Virtual Bookkeeping - EZACC TRAINING ACADEMY
Timeline
Freelance Financial Advisor
Sun Life of Canada Phils.
04.2024 - Current
Administrative Assistant
ANABU STEEL BUILDERS, TRADING AND FABRICATION
01.2014 - 05.2022
Bachelor of Science - Accountancy
University of Manila
TOOLS AND SOFTWARE :
Google Workspace ( Docs,Sheets, Calendar, Drive)
Zoom and Google Meet
Email and CRM Tools ( basic knowledge )
Accounting Tool ( Xero )