Open to opportunities

Jerick Turno

@jerickturno

I’m a Financial Planning Administration professional delivering accurate client records and efficient back-office support.

Philippines

Message

What I'm looking for

I’m looking for a role where I can deliver compliant, detail-focused financial planning administration—managing client records, SOA/ROA documentation, and back-office workflows—while collaborating with a team that values accuracy, organization, and timely client service.

I support Australian-based clients with administrative, data management, and back-office tasks, ensuring accurate recordkeeping and smooth service delivery. In my Financial Planning Admin role, I manage client data, process applications and documents, and prepare review meeting documents including fact finds, review reports, OFA/FTA forms, and advice fee summaries.

I’ve also handled statements of advice (SOA) and records of advice (ROA) in line with client and compliance requirements, while coordinating stakeholders, managing calendars and meetings, and maintaining organized inboxes for timely responses. I bring strong admin support skills from served with honor LLC (K&K), including collections support, payment issue resolution, auditing client accounts, and approving sales orders—supported by tools like Microsoft 365, Outlook, Asana, XPlan, Revex, and Canva.

Experience

Work history, roles, and key accomplishments

Financial Planning Admin

VINARC

Jan 2026 - Jun 2026 (5 months)

Managed client data administration, including processing applications and documents and maintaining accurate recordkeeping. Prepared review meeting documents and handled implementation of Statements of Advice (SOA) and Records of Advice (ROA).

Client Data Management Administrative Support Back Office Operations Record keeping Document Processing OFA FTA Forms Advice Fee Summaries Statements Of Advice (SoAs)Records Of Advice (RoAs)Calendar Management Inbox Management Data Management Microsoft 365 Outlook Canva

Client Service Administrator

5ELK

Dec 2023 - Nov 2025 (1 year 11 months)

Supported Australian-based clients with administrative, data management, and back-office tasks, ensuring accurate client recordkeeping. Coordinated client communications, prepared review meeting documents, and assisted with SOA/ROA processing while managing calendars and email inboxes.

Client Administration Client Communication Data Management Back Office Record keeping Document Processing OFA FTA Forms Advice Fee Summaries Calendar Management Appointments Inbox Management Asana Midwinter Xplan Microsoft 365 Outlook Canva

Finance Admin

Served With Honor LLC (K&K)

Jun 2021 - Sep 2023 (2 years 3 months)

Provided administrative support focused on collections and client account follow-up to resolve payment issues. Reviewed open accounts, reached out to delinquent clients, supported customer service, and assisted with auditing client accounts and approving sales orders.

Collections Support Customer Service Support Client Relationship Management Accounting Auditing File Management Inbox Management Administrative Support