Rutchel Brookes
Client Services Officer
Summary
Experienced Financial Planning Assistant / Client Service Officer for the Financial Planning Industry in Australia. Skilled in Processing and Implementing Super and Insurance Applications, Database Management.
Overview
6
6
years of professional experience
23
23
years of post-secondary education
Work History
Administrative Assistant
Judge Group Services OPC
Quezon City
11.2021 - 04.2023
- Assisted coworkers and staff members with special tasks on daily basis.
- Managed phone and email correspondence.
- Performed research to collect and record industry data.
- Transcribed and organized information to assist in preparing speeches and presentations.
- Performed administrative and clerical duties such as word processing, data entry, and copying.
- Prepare and submit company set up using Cleardocs.
- Income Tax Return and Activity Statement Lodgment
- ASIC Lodgment
Executive Assistant to the Chief Executive Officer
Virtual Business Partners
Cebu City
08.2020 - 10.2021
- Screened calls and emails and initiated actions to respond or direct messages for managers.
- Managed complex calendar scheduling with focus on proper allocation of executive availability.
- Coordinated travel arrangements by booking airfare, hotel, and ground transportation.
- Responded to emails and other correspondence to facilitate communication and enhance business processes.
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
- Handled confidential and sensitive information with discretion and tact.
- Transcribed meeting minutes to support sales, business development and senior management teams.
Financial Planning Assistant
Virtual Business Partners
Cebu City
01.2017 - 09.2020
- Data Entry - Input client details into our system after clients first meeting with the Financial Adviser / Planner.
- Product Research - Calling product provider to collate or gather clients super, insurance and Investment details.
- Wealthsolver and Risk Insurance Comparison
- Meeting File Notes Transcription
- Insurance Quotation
- Preparing and Lodging Forms
- Database Management
- Preparing Review Meeting Packs
- Compliance Check
Education
BSHRM - Hotel, Motel, And Restaurant Management
University of Cebu
Cebu City 12.2008 - 04.2010
BS Business Administration - Accounting And Business Management
University of Cebu
Cebu 06.2008 - 12.2008
Bachelor of Applied Science in Information Technology - Information Technology
STI College
Cebu 06.2004 - 03.2025
Skills
Meeting scheduling
Telephone and email etiquette
Data Entry & Client records oversight
Document Processing and Implementing
Verbal and written communication
Proficient in Microsoft Office
Product Research
Compliance Check
Office administration
Timeline
Administrative Assistant
Judge Group Services OPC
11.2021 - 04.2023
Executive Assistant to the Chief Executive Officer
Virtual Business Partners
08.2020 - 10.2021
Financial Planning Assistant
Virtual Business Partners
01.2017 - 09.2020
BSHRM - Hotel, Motel, And Restaurant Management
University of Cebu
12.2008 - 04.2010
BS Business Administration - Accounting And Business Management
University of Cebu
06.2008 - 12.2008
Bachelor of Applied Science in Information Technology - Information Technology
STI College
06.2004 - 03.2025