Jc C.

Hi, I'm JC, Need help in making sure that your business runs smoothly?It's no secret that admin tasks could be so time consuming and could swamp you literally. Managing a business is handful already so leave the back end job to someone you can trust. Need not to worry anymore, JC is here to help you. What I can do to help you. I have been in the Customer Service industry for over 9 years providing quality service to valued clients supporting with their General Inquiry( Billing, Order, Sales Inquiry ) and even help them with Technical concerns. Now, I am a Financial Planning/Executive Assistant in Planning Set up with over 1 year of experience providing Administrative support not just to the executives but to the entire team. Skilled in organizing /Scheduling meeting, Preparing Meeting Documents, Following up on action items and handling financial statements. Possess a strong quantitative problem solving and prioritization skills. Effective communicator and excellent time management abilities. Below are a summary of my daily tasks: 1.Executive/Team Assistant Tasks, including but not limited to: tools used:Microsoft Outlook,CRM,Coins and Sales force - Acts as the point of contact among executives, employees ,clients and other external partners - Manage executives calendars and arranging appointments, booking meeting rooms and conference facilities - Make travel and accommodation arrangements - Prepares reports by collecting and analyzing data information - Prepare financial statement and make sure clients fees are correct 2. Product research and File Transcription Task, Including but not limited to: Tools Used:Microsoft Word, Microsoft Excel or Google Sheets & Docs, Search Engine(Google, Chrome, Firefox)CRM, Coin - Data Entry - Product Research Portfolio and Performance Reports - Setup Eelectronic Client Files - Transcribe File notes - Enter Fact find into planning software - Research clients investments/insurances - Lost Super Search Areas of Expertise : 1. Email Correspondence / Communication to clients 2. PDF/ Scanned Image files to conversion to excel/word 3. Microsoft Office Suite ( word , Excel, Powerpoint, Outlook, Publisher , Access , One note) 4. Export order and shipping notifications from your Google Email Messages 5. Exports Leads to Google Sheets 6. Parse Emails to get bounced email addresses 7. Share emails(Like open issues) via Google sheets with your team 8. Back up(Archive) Emai Messages 9. Data Entry at 65-70 WPM, over 90% Accuracy 10.File Note Transcription at 90% Accuracy 11.Acrobat DC Pro Tools 12.Google Drive,Spreadsheet, Documents 13.Social Media Marketing (Facebook,Twitter, LinkedIn ) 14.Image Editing & Designing via Adobe Photoshop & Canva 15.COIN , Salesforce,Xero and other CRM Platforms. For the past 15 Years, I’ve worked in the BPO industry for 10 years as a Customer/technical/financial Support representative for Several BPO Companies such as Sykes Asia, Converges,24/7 Phils and Results Philippines. I have also worked as a medical representative, and Insurance agent. I have a solid 10 year background in Customer Service, with a degree from University Cebu Philippines. I have always loved assisting providing quality excellent service to my clients and I have always make sure that I make my Employer proud of the services I do.