Skills
Admin / Personal Assistant / Receptionist
5-10 Years
Data entry , Email and calendar management Scheduling appointments and meetings , file organization ,Travel planning and coordination
5-10 Years
Outbound & Cold Calling, Appointment Setting, CRM Management, Objection Handling & Persuasion, Market Research, Excellent Customer Service
5-10 Years
Implementation
2-5 Years
Proofreading & Editor
2-5 Years
Less than 6 Months
Calendar Management
2-5 Years
Customer Relations
2-5 Years
~Data Entry
5-10 Years
HR Operations
6 Months to 1 Year
Report Preparation
2-5 Years
Recruitment Support
6 Months to 1 Year
*Administrative Support -
2-5 Years
Experience highlights
Test Scorer
Pearson
·
August/2025
–
Present
Scoring English test responses for Pearson
People & Culture Assistant / Senior Financial Planning Assistant
Apt Wealth Partners
·
October/2025
–
Present
HR operations, employee records maintenance, meeting coordination, onboarding support, and CRM updates with XPLAN for PPM tasks.
Senior Financial Planning Assistant
Wealth Architects
·
June/2025
–
Present
Generated Insurance Review documents, managed insurance policies, renewals, and dishonours. Coordinated outbound calls to fund providers for client insurance updates.
Senior Financial Planning Assistant
Centaur Financial Services
·
January/2022
–
Present
Client data entry, report preparation, CRM updates, appointment coordination, and financial planning support with precision in data management.
Sales and Branch Coordinator
Fuman Industries Inc.
·
January/2019
–
Present
Remote administrative support, data entry, sales coordination, customer relations, and point of contact for stock requests and equipment repair inquiries.
