General Virtual Assistant
Metro Manila
Hi! My name is Evan In my previous roles, I handled client communication, lead generation, scheduling, administrative support, and team coordination in fast-paced environments. I also managed a portfolio of over 150 clients and helped co-lead a team of 40 advisors, which strengthened my communication, organization, and multitasking skills. Although I’m new to the VA industry, many of the skills I’ve developed are highly transferable. I’m confident in handling tasks independently, learning new tools quickly, and providing reliable support to clients and teams. I’m now looking to grow in a long-term virtual role where I can contribute my experience while continuously learning and improving as a Virtual Assistant.
Pru Life UK, full_time
Sep 2020 to Jun 2025
*Co-managed a team of 40 financial advisors, including 6 direct reports, overseeing performance and aligning with organizational goals. In addition to branch training, ensured rookies mastered the sales process and completed checklists for proper coding. *Actively sourced and engaged potential candidates to join our team of professional financial advisors, targeting part-time earners and career shifters. *Focused on identifying individuals with growth potential and aligning them with our team’s vision and values. *Trusted by over 150 clients and families, continuously assessing their financial portfolios and providing tailored strategies to help them achieve their financial goals and secure their futures. *Advocated for financial literacy by educating clients on the critical role of life insurance as a foundational step in achieving long-term financial security. Additionally, provided ongoing support to Pru Life UK clients whose previous agents had resigned, ensuring seamless continuity in managing their financial portfolios.
Accenture, full_time
Apr 2016 to Oct 2019
As Subject Matter Expert (SME) for a leading social media platform client: Provided expert advice on complex content decisions, ensuring alignment with client policies and global regulatory standards. Led training sessions and calibration initiatives for a team of 15–25 media review associates, enhancing policy understanding and improving decision accuracy. Acted as escalation point for high-risk or sensitive cases, performing root cause analysis and recommending process improvements. Collaborated with cross-functional teams (Policy, Quality, Product Support) to optimize workflows and support continuous policy updates. Monitored platform trends and emerging risks to proactively suggest updates to content policies and operational procedures. Authored and maintained knowledge base articles, SOPs, and best practices to ensure consistency and operational excellence. Supported internal and client-facing initiatives aimed at enhancing quality, user safety, and platform trust metrics. As Patform Experience Associate: Reviewed and assessed user-generated content across various formats (text, images, videos) to ensure compliance with community guidelines and platform policies. Applied content moderation decisions accurately based on client-specific protocols and regulatory standards. Flagged, escalated, and documented high-risk or sensitive cases for further evaluation by Subject Matter Experts or Policy Teams. Participated in regular calibration sessions to align judgment and maintain high quality and consistency in content decisions. Maintained productivity and quality targets in a fast-paced, metric-driven environment. Provided feedback on policy ambiguities and edge cases to help refine content moderation guidelines. Protected platform integrity by identifying emerging risks, abuse trends, and policy violations. Handled confidential and sensitive information with discretion, following strict privacy and security protocols.