Yvonnie E.

General Virtual Assistant

Negros Occidental

Overview

Detail-oriented Financial Planning Assistant with over 4 years of experience supporting Australian financial advisers and executives. Experienced in client data management, portfolio reporting, insurance processing, and administrative support. Highly organized, reliable, and efficient in fast-paced environments.

Skills and Tools

• Email Management
• Data Entry
• Document Management
• File Organization
• Microsoft Outlook
• Microsoft Teams
• Task Management
• Client Communication
• CRM Management
• Microsoft Word
• Trello
• Microsoft Office
• Customer Support
• Process Documentation

Work History

• Financial Planning Assistant

  Koruna Assist Back Office Solutions Inc., full_time

  Feb 2022 to Oct 2026

  Assist advisers with documentation and client processing. Set-up and maintain client files in financial planning software. Prepare client questionnaires, application forms, and portfolio reports. Insurance quotations and processing Follow up underwriting, medical requirements, and approvals. Superannuation and insurance implementation.