Open to opportunities

Justin Miole

@justinmiole

Message

I support financial advisers through accurate CRM, reporting, and client administration.

Philippines

Message

What I'm looking for

I'm looking to support advisers and operations teams through accurate financial-services administration, client communication, CRM management, reporting, and clear process documentation.

I support advisers and operations at Atlantic Swiss Private Clients, a UK financial planning firm, managing Intelliflo CRM matters, client records, meetings, task follow-up, and performance reporting.

I've built a broad administrative and client-service background across financial planning, workforce operations, healthcare recovery, and customer care. My work includes onboarding, compliance records, payroll and invoicing workflows, scheduling, reconciliations, and confidential document handling.

I keep priorities, ownership, and next actions clear in remote, process-led environments. I also create SOPs and training materials, deliver CRM training, and provide responsive support across multiple stakeholders.

Experience

Work history, roles, and key accomplishments

Current

Executive Assistant

Current

Atlantic Swiss Private Clients

Oct 2024 - Present (2 years)

Provides administrative and operational support to advisers and the Head of Operations, managing Intelliflo CRM, client records, meetings, and performance reporting. Handles confidential client information and delivers CRM training.

Intelliflo CRM Client Onboarding Meeting Coordination Reporting Documentation Preparation Confidential Information Handling Training

Office Administrator - Part Time

Augusta Lawn Care Services

Feb 2026 - May 2026 (3 months)

Managed over 100 inboxes, scheduled meetings, and handled work orders, change requests, and support tickets. Prepared estimates and invoices and responded to client and billing queries.

Inbox Management Scheduling Work Order Management Invoicing Client Communication

Operations Support Specialist - Part Time

Pandanus Workforce

Apr 2025 - Feb 2026 (10 months)

Processed weekly timesheets, obtained client approvals, and supported payroll and invoicing workflows. Maintained compliance records and documented workflows as SOPs.

Timecard Processing Payroll Support Compliance SOP Documentation Reporting

Scheduling Assistant

M&M Environmental

Jun 2024 - Oct 2024 (4 months)

Supported VIP client accounts and coordinated schedules for field technicians. Processed work orders and prepared availability reports.

Scheduling client support Work Order Processing Reporting

Administrative Assistant - Part Time

Trident Life Services

Mar 2024 - Sep 2024 (6 months)

Managed licensing, onboarding, and contracting enquiries. Created commission and performance reports, raised invoices, and reconciled collections.

Licensing Onboarding Reporting Invoicing Reconciliations

Workforce Coordinator

UPS International Inc.

Apr 2022 - Mar 2024 (1 year 11 months)

Led site staffing activity and managed last-minute adjustments to maintain operational coverage. Produced workforce reports and coordinated with internal teams.

Workforce Management Staffing Reporting Coordination

Premier Healthcare Recovery Advocate

UPS International Inc.

Aug 2020 - Apr 2022 (1 year 8 months)

Managed critical inbound and outbound client communications and monitored urgent shipments through to resolution. Coordinated with stakeholders to resolve delivery issues.

Client Communication Problem Solving Coordination