Operations, General and Admin Virtual Assistant
Metro Manila, Navotas, Philippines
Detail-oriented administrative and operations professional with 5+ years of experience coordinating service requests, scheduling, documentation, and cross- team communication in fast paced environment. Skilled in monitoring shared inboxes, maintaining accurate records in CRM/database systems, and supporting clients, advisers and internal teams through structured, SOP driven workflows. Proficient in Microsoft 365 (Outlook, Excel, Word) with strong organizational skills, sound judgment in following instructions, and a consistent track of record of keeping multiple moving parts on schedule.
JCC Asia Back Office Inc., full_time
Sep 2023 to Jul 2026
Internal (Team-Focused) Responsibilities: • Managed and supported a team of 11 professionals, fostering collaboration and maintaining morale. • Spearheaded onboarding and offboarding processes, ensuring smooth transitions for team members. • Designed and implemented Standard Operating Procedures (SOPs) and process guides to improve efficiency and consistency. • Trained and developed junior admins and accountants to enhance team capacity and performance. • Oversaw team onboarding, development, and performance tracking to drive accountability and growth. External (Client-Focused) Responsibilities - Under Remuneration/Brokerage/Commission Team: • Extracted remuneration/commission statements from various product portal logins and email inboxes. • Uploaded extracted statements into CommPay or PayLogic for processing. • Reconciled extracted statements against the bank statements, identifying and investigating anomalies to ensure payment accuracy. • Generate various revenue and brokerage reports for management or client review. • Assisted financial advisers with concerns and queries regarding payment transactions. • Managed the remuneration/brokerage inbox. - Under Operations Department: • Coordinated day-to-day client operations and provided administrative support to Licensee/Dealer Groups and to various financial advisers, scheduling follow-ups and ensuring timely resolution of requests. • Monitored shared operations inbox, and coordinated scheduling updates, responding to adviser concerns (e.g., adviser code setup, client transfers, onboarding/offboarding). • Maintained accurate data records, streamlined task workflows, and ensured up-to-date tracking through organized spreadsheets or CRM/database tool. • Filed and organized operational documentation in shared drives for easy access and audit readiness. • Assisted in system transition from spreadsheet to CRM system. • Supported general and ad hoc administrative functions to meet client needs.
JCC Asia Back Office Inc., full_time
Apr 2022 to Sep 2023
Internal (Team-Focused) Responsibilities: • Managed and supported a team of 9, including accountants and admin assistants, enhancing performance and fostering collaboration. • Designed and created Standard Operating Procedures for internal processes and for various clients. External (Client-Focused) Responsibilities: • Extracted remuneration statements from various provider portals and email inboxes, uploading and reconciling them against bank transactions. • Generated revenue and brokerage/remuneration reports for financial advisers. • Supported day-to-day client operations and provided back-end administrative support to Licensee/Dealer Groups and financial advisers. • Prepared contracts and compliance documentation for incoming advisers. • Reconciled bank transactions and revenue across multiple accounting systems for any bookkeeping clients.
JCC Asia Back Office Inc., full_time
Oct 2020 to Mar 2022
Financial Advisor Client Responsibilities: • Prepared client fact finds and provider application forms. • Conducted superannuation research and insurance analysis. • Set up data feeds in Xplan for accurate reporting. • Supported client applications for super, insurance, retirement, and death benefits. Accounting Admin Clients Responsibilities: • Drafted and prepared tax, BAS/IAS, and audit-related documents and correspondence for client signatures. • Created client structure and flow charts to support accounting processes. • Reconciled bank transactions across multiple accounting systems. • Updated and maintained client information in systems and trackers to ensure data accuracy.