Skills
Technical Proficiency: Skilled in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and other office software.
10+ Years
Aconex
Less than 6 Months
Design > Graphic Design > Canva
1-2 Years
Google Workspace
1-2 Years
Proficiency in Microsoft Teams and Zoom
2-5 Years
QuickBooks online
Less than 6 Months
Xero
Less than 6 Months
Google Meet
1-2 Years
Experience highlights
Process Associate
TCS E-SERVE INTERNATIONAL LIMITED
·
November/2023
–
Present
• Review in details and updates client policies (legal details, contact information, beneficiaries, nomination of trustees).
• Validated forms and documents to ensure compliance with approved signatories.
• Generated daily reports for all processed policies.
• Provided backup support for return mail processing.
Financial Wealth Manager (Freelance)
FWD LIFE INSURANCE, Taguig City, Philippines
·
March/2022
–
Present
• Recruited, onboarded, and trained financial planners.
• Conducts joint fieldwork and one-on-one business strategy sessions.
• Managed sales drives, team motivation, and weekly business reviews.
Project Coordinator
IBA BOTANICALS INC.
·
May/2021
–
Present
• Coordinated farm and distillation operations in compliance with ISO standards.
• Developed SOPs, monitored budgets, and managed inventory.
• Facilitated ISO 9001:2015 and 5S training sessions.
Financial Advisor
AXA PHILIPPINES
·
September/2019
–
Present
• Prospected clients and conducted financial needs analysis.
• Provided tailored advice on insurance, investment, and financial strategies.
• Prepares proper documentation for policy holder and manage application on insurance portal.
• Constant coordination with policy holder, conducts policy review and assist them for their policy loans, or claims as part of policy servicing.
Document Controller (IRE Documents)
NES GLOBAL TALENT (Deployed at Qatar Rail Project)
·
April/2018
–
Present
• Managed inspection request documents via Aconex and Wrench.
• Verified submissions and ensured compliance with project standards.
• Assisted with workflows, transmittals, and document registers.