
Alyssa Carlota Nuevas
@alyssacarlotanuevas
Medical Virtual Assistant with administrative support experience who schedules client discussions and handles confidential records.
What I'm looking for
At Sun Life of Canada, Philippines, Inc., I scheduled financial planning discussions with clients and prospects and followed up on applications and proposals. I handled sensitive personal and financial information and tracked pending requirements in Google Sheets.
At Exponent Konka Group Inc., I supported applicant phone interviews and helped new employees with onboarding. I also distributed employee pay slips across branches and the main office, maintaining accurate and confidential documentation.
I’m a Certified Medical Virtual Assistant with training in HIPAA compliance and medical virtual assistance. I’m eager to support healthcare providers and learn medical systems and workflows.
Experience
Work history, roles, and key accomplishments
Licensed Financial Advisor
Sun Life of Canada, Philippines, Inc.
Sep 2024 - Oct 2026 (2 years 1 month)
Communicated with 20 clients and prospects daily to schedule financial planning discussions. Conducted 5-10 client meetings per month and managed client documents and follow-ups.
Human Resource Assistant
Exponent Konka Group Inc.
Mar 2019 - Jun 2020 (1 year 3 months)
Made 10-20 phone calls daily to arrange initial interviews and assisted with onboarding. Managed distribution of over 100 employee pay slips across branches with confidentiality.
Education
Degrees, certifications, and relevant coursework
Southwestern University
Bachelor of Science, Psychology
Completed a Bachelor of Science in Psychology.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Salary expectations
Social media
Job categories
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