JULIET RABAJA
E-mail:-Contact number: -
I. PERSONAL DATA
DOB: July 9, 1989
Civil Status:
Single
II. EDUCATIONAL ATTAINMENT
COLLEGE:
Cebu Doctors University
2006 –2011
Bachelor of Science in Nursing
III. PROFESSIONALEXPERIENCE (FINANCE)
Freelance Financial Planning Assistant to various Financial Planning Firms
(Jan 2017 – present)
-Works closely with Financial Advisers in administrative and ad hoc tasks.
-Provide administrative support to the Financial Adviser from new business application to annual reviews.
-Data research through insurance quotes and calling superannuation providers.
-Prepare annual review documents.
-Preparing SoA & RoA implementation documents
-Implement client recommendations from financial plans and financial review documents
-Liaising with product providers and clients as a first point of contact for queries
-Lodgement of new business applications and follow up of documentation
-Ensuring all client related requests and tasks are completed within appropriate timeframes
-Manage exceptional communication with clients, third party providers and advisers at all times
-Managing and updating all client information in CRM System
-Providing administrative support to the advisers, para planner & client services manager when required
GO-Virtual Assistant – Financial Planning Assistant / Training Specialist
(June 2015 – Dec 2016)
-Provide administrative support to assigned Financial Planning firms based in Victoria. Provide basic training and
support to new hires with their tasks.
-Prepare application documents and review documents.
Virtual Business Partners – Financial Planning Assistant
(April 2014 – May 2015)
-Work closely with assigned Financial Planning firm in administrative and ad hoc tasks. Train new members of
the team and assist them with their tasks.
-New client data gathering and filing documents.
IV. OTHER WORK EXPERIENCE
Convergys -Customer Service Representative
(Oct 2012 – July 2013)
- Responsible for answering questions related to customer billing statements and general inquiries, as well as
for the resolution of payment concerns.Provide client support and technical issue resolution via E-Mail, phone
and other electronic medium.
Vector BPO –Sales Associate
(Feb 2012 – Aug 2012)
- Survey potential students about their program of interest and assist them in finding schools near their area.
Stream Global Services-Technical Support
(July 2011 – June 2012)
- Assist customers in Troubleshooting computer software and hardware.
- Provide hands on support of customer care initiatives such as online billing order tracking and detailed account
management. Solicit up-selling opportunities within the customer care experience.
V. SKILLS
Can work with minimal supervision
Open for any constructive criticism
Optimistic and can easily work under pressure
Adaptive and critical thinker
Team player
