Open to opportunities

Menchie Singzon

@menchiesingzon

Message

I'm a business virtual assistant located in Cebu, Philippines.

Philippines

Message

What I'm looking for

I am seeking a dynamic and challenging environment where I can leverage my over 3 years of virtual assistant experience to contribute effectively. I am particularly interested in roles that allow me to further develop my skills, collaborate with a diverse team, and make a meaningful impact on the success of the organization.

I am a seasoned virtual assistant with over 2 years of dedicated experience providing comprehensive support to Australian clients within the realm of financial planning. Throughout my professional journey, I have honed my skills in assisting businesses by leveraging my expertise in various aspects of administrative and operational tasks. I am well-versed in the nuances of the financial planning sector, ensuring efficiency and effectiveness in delivering valuable assistance to meet your specific business needs.

Experience

Work history, roles, and key accomplishments

Current

General Virtual Assistant

Current

Northeast Wealth

Apr 2023 - Present (2 years 7 months)

Coordinated and executed financial plan implementations, ensuring documentation and client information were completed accurately and serving as primary liaison to resolve client issues and improve workflows.

Financial Planning Process Improvement CRM Management Documentation Communication Attention To Detail

Current

Member Assist - Implementation

Current

Northeast Wealth

Mar 2023 - Present (2 years 8 months)

I joined NE Wealth Implementation team to help them implement the Statement of Advice.

Administration Implementation Customer Service 3CX Phone System Email Communication Data Entry

Client Service Administrator

5ELK

Mar 2021 - Mar 2023 (2 years)

I was outsourced to TAG Wealth Solutions team to help them with their administrative support. My responsibilities is to onboard clients and implement the advice.

AWS Financial Planning Analysis Administration Research Data Entry Implementation Customer Success Email Communication

Client Services Administrator

Elka Asenso Outsourcing Services

Mar 2021 - Mar 2023 (2 years)

Managed financial planning CRM systems, prepared client reports, conducted insurance research, and assisted clients with application processing to ensure accurate and timely service delivery.

CRM Systems Insurance Research Time Management Communication

Office Clerk - Accounts Monitoring

International Pharmaceuticals Inc.

Nov 2019 - Mar 2021 (1 year 4 months)

Monitored account statuses with sales teams, initiated follow-ups on overdue accounts, maintained past-due ledgers, and prepared expenditure and profit reports to support management decisions.

Collections Reporting Coordination Attention To Detail Record keeping