To work as Support Officer/ Customer Service where I can utilize experience and recently acquired knowledge. I would also like to further my professional development while working.
Overview
14
14
years of professional experience
Work History
U.S Deputy Chief of Mission Residence Staff
U.S Deputy Chief Of Mission
02.2021 - 10.2022
Customer Service; Greeting Guest/ Diplomats
Answering phone and emails
Preparing documents needed for meetings and conferences
Documents filling, scanning and printing
Organizing schedule of Deputy Chief of Mission appointments, conferences and meetings
Checking courier documents.
Event management includes preparation, coordination, logistics and execution of lunches, dinners conferences and large events.
Responsible for table setting, flowers arrangement, serving food and drinks for diplomat events/ occasions.
Working alongside Chief of Mission Resident Manager and Deputy Chief of Mission to ensure the cleanliness and orderliness of both residences.
Working alongside of the Embassy chef for menu planning and budgeting
Checking the groceries stock every week
Responsible for the residence daily household activities
Responsible for the residence inventory.
Arranged conferences and meetings with other law enforcement officers to discuss high-profile criminal cases and unsolved crimes.
Organized meetings for executives and coordinated availability of conference rooms for participants.
Built strong relationships with internal and external stakeholders to enhance collaboration and drive positive outcomes.
Financial Adviser
American Income Life Company
02.2016 - 06.2020
Customer Service
Helped clients make informed decisions about financial future.
Educated clients on financial topics and best practices.
Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
Analyzed financial needs of clients and developed tailored strategies to meet goals.
Presented financial plans and investment recommendations to clients.
Informed clients of strategies for reducing debt and maximizing savings.
Recommended specific investments to help clients meet financial goals.
Assisted clients with budgeting and cash flow management.
Updated clients on changes in tax laws and other regulations affecting investments.
Coordinated efforts with estate attorneys and tax professionals when creating holistic wealth management plans inclusive of all relevant considerations.
Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
Implemented tax-efficient strategies for clients, maximizing returns while minimizing tax liabilities.
Assisted clients with estate planning to organize distribution of assets based on client wishes.
Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
Delivered strategic investment advice for individual and corporate clients.
Collaborated with team members to streamline processes and improve overall client experience.
Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Office Support Management
Local Government Office –Philippines
06.2008 - 03.2014
Office management
Take steps to ensure offices and property are fully operational, maintained and provide value for money
General day-to-day duties to ensure the smooth running and presentation of the office
Become a go-to person for wider team inquiries
Maintain and organize the restocking of supplies [kitchen, office supplies and IT equipment.] Helping with any other ad hoc administrative task that may need competing
Secretariat duties
Provide secretariat support to the mayor's office, board of committees, councilors
Maintain effective relationship within the group
Circulate information and coordinate members' input on papers
Provide meeting support
Organize meetings including logistics [travel, accommodation, catering and venue booking].
Collaborated with other department managers to identify areas for improvement within the organization and develop action plans accordingly.
Assisted executives in organizing schedules, managing travel arrangements, and preparing important documents for presentations or meetings.
Served as a key point of contact for internal and external stakeholders, addressing their inquiries professionally and promptly.
Managed inventory control for office supplies, anticipating needs ahead of time to avoid shortages or delays in daily operations.
Created, maintained and updated filing systems for paper and electronic documents.
Education
Receptionist/ Office Administration
The Career Academy
Auckland, NZ
10.2025
Accounting
The Career Academy
Auckland, NZ
06.2025
Professional English
Speech New Zealand Board
Wellington
10.2022
Skills
Excellent organizational skills including the ability to monitor own workload and deadlines
Confident carrying out reception duties associates with a busy office, greeting clients/ guest, recording appointments accurately, electronic transaction and cash handling
Good communication skills both written and oral
Experience working with documents processing and confidential data
Able to secure and organize critical, personal and office documents
Proficient in hard copy and digital documents
Point of sale operation
Internal investigations
References
Temu Sopoanga 022 126 3912
Afueva Vaai, 021-147-6642, American Income Life Manager
Timeline
U.S Deputy Chief of Mission Residence Staff
U.S Deputy Chief Of Mission
02.2021 - 10.2022
Financial Adviser
American Income Life Company
02.2016 - 06.2020
Office Support Management
Local Government Office –Philippines
06.2008 - 03.2014
Receptionist/ Office Administration
The Career Academy
Accounting
The Career Academy
Professional English
Speech New Zealand Board
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