Experienced Senior Administrative Assistant | Executive Assistant

Overview

Looking for full-time work (8 hours/day)

at $7.56/hour ($1,454.56/month)

Bachelors degree

Last Active

December 4th, 2024 (569 days ago)

Member Since

October 17th, 2024

Profile Description

With more than 10 years of work experience in BPO, Retail, Entertainment, Sales,
Executive and Retail Industry, I am confident in my ability to contribute significantly to your team's success.

Sharing with you the most recent experience I had is I was part of a cross-functional team tasked to monitor and help each tea ---------- mber’s growth in their role as client services administrator that focuses more of financial planning and with the experience I had as a CSA myself before I became a Performance Coach plays an integral part to influence the tea ---------- mbers and my role as a Performance Coach allows me to ensure the team's individual performance aligned with our company’s core values which are Learn, Drive, Find a way, Execute and Care.

By this I am detailing the roles and some expertise I gained throughout my experiences below:

> Provide high-level administrative support, including managing schedules, arranging
meetings, and drafting minutes for client and internal meetings.
> Prepare and distribute reports, presentations, and other documents with a keen eye for detail and professionalism.
> Assist with project management tasks, ensuring deadlines and objectives are met.
> Serve as a liaison between internal departments and external stakeholders, fostering strong communication channels.
> Maintain confidentiality and handle sensitive information with discretion.
> Focus on tea ---------- mbers' wellbeing, to ensure they are supported and connected.
> Facilitate ‘Tribe Huddles’ on a weekly basis.
> Conduct 1-on-1 catch ups with tea ---------- mbers on a weekly basis.
> Seek regular feedback on a tea ---------- mber’s performance.
> Provide guidance on the learning and development opportunities available through our custom ‘Growth Academy’;
> Tracking tea ---------- mbers’ performance against KPIs.
> Conduct performance appraisals.
> Collaborate with others to develop employee engagement strategies
> Setting up information and managing financial planning CRM (XPlan).
> Facilitating banking reconciliation and reporting.
> Preparing reports and documentation for client meetings.
> Liaising with financial institutions, banks, and fund managers.
> Researching insurance plans and coverages.