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Lorena D.

Administrative Support

Verified
$8/hr

Outline

Looking for Full-Time work (8 hours/day) at $8/hour

Bachelor's Degree

English proficiency Fluent

Professional Summary

I have brought over 12 years of diverse work experience across administrative and financial roles. I started my BPO job as a Property Administrative Assistant supporting an Australian client. In 2019, I joined TOA Global as a Paraplanner, working remotely. My primary role is preparing Statements of Advice focused on clients’ life insurance needs. Over the past decade, I have developed strong expertise in customer service and administrative support, which I believe would be highly valuable in this role.
I consider myself a helpful, energetic, and motivated professional. With my background and dedication to delivering excellent service, I am confident in my ability to make a meaningful impact on your company. This position represents a natural next step in my career, allowing me to apply my passion for customer service in a dynamic and supportive environment

Skills & Experience

Skills

Tech Savvy 10+ Years

Experience highlights

Paraplanner
TOA · October/2019 – /
Conduct comprehensive financial needs analysis to ensure client's insurance coverage aligns with their financial objectives. Working remotely for Australian client.
Paraplanner & Property Management Specialist
Lion 2 Business Process Inc. · October/2017 – Present

Paraplanner - Provide financial advice to Australian Clients through Statement of Advice.

Property Management Specialist- Assist Australian client with their utility bills, tenancy application and maintain client's records.

Collection / Admin Assistant
Pro-Excel Property Managers Inc. · March/2014 – Present
Collection of payment from home owners and tenants. Answer queries, send notices, bills and other administrative tasks.
Accounting Staff
Corporate Elite Group Security & Investigastion Servives · October/2012 – Present
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