Summary
Overview
Work History
Education
Skills
Languages
Additional Information
Timeline
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HENRY GEE CO

HENRY GEE CO

Te Aro,WGN

Summary

Client-oriented professional with meeting planning, records oversight and document processing capabilities. A smart Financial Planning Assistant focused on portfolio management and calendar oversight and driving relationships with office personnel and customers alike. Reliable Financial Planning Assistant promoting more than 1 year of expertise managing research projects and planning client meetings.

Overview

8
8
years of professional experience

Work History

Financial Planning Assistant

Virtual Business Partners
05.2021 - 02.2023
  • Prepared reports and other documentation ahead of prospective client and current client meetings.
  • Provided excellent service to clients by utilizing skills in active listening, effective communication and quick turnaround on issues.
  • Learned new skills and applied to daily tasks to improve efficiency and productivity.

Professional Yoga Teacher

Freelancer
01.2017 - 02.2020
  • Developed new yoga skills through continuous study and practice.
  • Instructed students in breathing, meditation and yoga poses to improve strength and flexibility.
  • Planned, set up and led yoga classes for beginner through advanced practitioners.
  • Built connections with students to increase comfort with class and encourage return visits.

IT Service Desk

Accenture
10.2015 - 01.2017
  • Responded to user operational issues with desktop computers, laptops and mobile electronic devices to enable problem resolution.
  • Entered service tickets into incident tracking system to facilitate faster problem identification and resolution.
  • Resolved common user concerns by utilizing preset issue resolution scripts.
  • Identified system hardware, network infrastructure and connectivity issues that prevented execution of user-initiated tasks.

Customer Service Subject Matter Expert

Teleperformance
10.2014 - 10.2015
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Provided primary customer support to internal and external customers.
  • Offered advice and assistance to customers, paying attention to special needs or wants.
  • Updated account information to maintain customer records.


Education

Bachelor of Science - Hotel And Restaurant Management

University of San Carlos
Cebu City, Philippines
03-2014

Skills

  • Client records oversight
  • Meeting scheduling
  • Document processing
  • Verbal and written communication
  • Telephone and email etiquette
  • Client Engagement
  • Meeting Scheduling
  • Client Relationship Development

Languages

English
Full Professional
Filipino
Native or Bilingual

Additional Information

As a bachelors degree holder in hospitality management, I have been trained how to handle with customers in day to day hotel and restaurant operations. I was also exposed to different areas in the hotel and resort operations during my internship such as kitchen, housekeeping, restaurant, sales and marketing, and guest services.


I currently hold a Work Visa - Partnership with open work condition in any occupation in New Zealand. You may verify the details of my visa online using VisaView.

Timeline

Financial Planning Assistant

Virtual Business Partners
05.2021 - 02.2023

Professional Yoga Teacher

Freelancer
01.2017 - 02.2020

IT Service Desk

Accenture
10.2015 - 01.2017

Customer Service Subject Matter Expert

Teleperformance
10.2014 - 10.2015

Bachelor of Science - Hotel And Restaurant Management

University of San Carlos

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HENRY GEE CO