REICHELLE QUIZON

Part-time Job/ Project Contract

• Worked effectively in fast-paced environments.
• Skilled at working independently and collaboratively in a team environment.
• Proven ability to learn quickly and adapt to new situations.
• Self-motivated, with a strong sense of personal responsibility.

• Family Business
• Managed accounts receivable documentation, charged expenses to appropriate accounts, and reported sales taxes
• Proficient in QuickBooks Online and Google Sheets, reconciled bank and credit card accounts, processed transaction documents, and supervised payroll and employee pay adjustments

• Built rapport with existing partners and generated new corporate partnerships to create opportunities
• Supported the company's communication strategy and negotiations, identifying trends to enhance organizational procedures

• Licensed Financial Consultant: Advised clients on diversifying investments, selecting low-risk options, and expanding portfolios with multiple currencies
• Recommended insurance strategies to manage risk and analyzed economic trends to protect client interests

• Generated new accounts and facilitated various bank products, including CASA
• Monitored CASA growth for corporate and individual clients by offering tailored cash management solutions, prioritizing clients based on industry needs
• Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
• Implemented initiatives to improve customer satisfaction and increase repeat business.
• Networked to identify potential new clients and expand geographic territories.
• Managed a diverse portfolio of high-net-worth clients, ensuring optimal asset allocation and risk management strategies.
• Collaborated with internal departments to develop customized financial solutions tailored to individual client needs.