Quinie Lopez
@quinielopez
Dedicated virtual assistant with expertise in financial planning support.
What I'm looking for
I am Quinie Jean N. Lopez, a dedicated virtual assistant with years of experience in financial planning, customer service, and administrative support. My journey has equipped me with a well-rounded skill set that allows me to thrive in dynamic environments. I pride myself on my strong communication skills, attention to detail, and a positive, can-do attitude. I genuinely enjoy supporting teams and clients, ensuring that operations run smoothly and efficiently.
In my current role as a Financial Planning Administrator, I prepare review documents for adviser-client meetings, manage administrative tasks, and ensure seamless transactions through accurate data entry in XPLAN CRM. My previous experience as a Sales Representative and Customer Service Representative has honed my ability to handle customer inquiries and resolve issues promptly, always aiming for high levels of customer satisfaction. I am a fast learner who embraces new challenges and values continuous growth in my career.
Experience
Work history, roles, and key accomplishments
Client Relationship Support | Financial Planning Administrator
Medical Financial Planning
Jan 2024 - Present (1 year 6 months)
Prepared review documents for adviser-client meetings and drafted various client forms, coordinating with clients for signatures and lodging completed forms with providers. Managed administrative tasks related to review meetings, including adviser calendar coordination and sending pre-meeting emails to clients. Drafted and prepared initial and ongoing invoice proposals using Ignition and performed
Sales Representative | Supervisor/Team Leader
Support Services Group
Jan 2022 - Jan 2024 (2 years)
Assisted customers with placing orders via phone and online, guiding them through setting up online accounts. Managed incoming and outgoing orders, coordinating with the warehouse team for accurate fulfillment and dispatch. Handled customer issues, processed refunds, and monitored agents' KPIs to support team performance.
Customer Service Representative | Billing & Technical Support
Teleperformance Philippines
Jan 2016 - Jan 2018 (2 years)
Assisted customers with billing inquiries, disputes, and account-related questions, and provided support for cable service issues, including Level 2 troubleshooting. Scheduled technician visits when remote troubleshooting was unsuccessful. Educated customers on service features, billing cycles, and usage, and maintained detailed and accurate case notes in the system.
Education
Degrees, certifications, and relevant coursework
Cebu Technological University
Bachelor of Science, Hospitality Management
Completed a comprehensive curriculum focused on hospitality operations and management. Gained practical skills in various aspects of the hospitality industry.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
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