Menchie S.

General Virtual Assistant | Financial Planning Assistant

Cebu

Overview

Client Member Services professional experienced in Australian financial planning, administration, implementation, client support, documentation, and provider liaison. Detail-oriented, organised, adaptable, and committed to delivering accurate, timely, and reliable support.

Skills and Tools

• Calendar Management
• Email Management
• Data Entry
• Meeting Coordination
• File Organization
• Task Management

Work History

• Member Assist - Implementation

  Northeast Wealth, full_time

  Apr 2023 to Present

  Provided client service and implementation support for Australian financial planning practices, assisting with applications, rollovers, documentation, provider liaison, and ensuring advice implementation tasks were completed accurately and efficiently.

• Senior Client Service Officer

  Elka Asenso Outsourcing, full_time

  Mar 2021 to Mar 2023

  Provided administrative and client support, managing documentation, coordinating requests, maintaining records, and assisting with day-to-day operations while ensuring accurate and timely service delivery.