Beverly Tahanlangit

BEVERLY CONOPIO TAHANLANGIT Admin assistant CAREER OBJECTIVE To leverage my customer service expertise, administrative skills, and accounting background to provide valuable support and assistance to financial planners and and businesses of various scales. SKILLS • strong attention to detail and well • ability to prioritize tasks, multi-tasks • dedicated and hardworking • committed to providing total quality • hard worker, quick learner and • good in verbal and communication organized EDUCATIONAL ATTAINMENT Bachelor of Science in Business Administration, Financial Management Western Leyte College Inc., Ormoc City, Leyte January 2016 Graduate individual ability to assume responsibility and shift focus when required work skills • computer literate (Word, Excel, PowerPoint) WORK EXPERIENCE December 2023 - Current Independent Contractor - Financial Planning Firm - Financial Planning Admin, Remote • Assist with the implementation of financial planning strategies • Assist with account applications, rollovers, withdrawals, and other client administrative tasks as required • Providing updates via Trello for any progress on the implementation of SOA or ROA • Assist with preparation of review reports ahead of client strategy reviews • Manage client onboarding and review preparation processes. • Conduct research on clients' existing products by liaising with platforms and insurers • Execute investment transactions including switches, rebalances, tranche orders, and in-specie transfers • Prepare annual ongoing service arrangement renewals • Perform general administrative support and reporting tasks September 2021 - November 2023 TOA Global Cebu - Financial Planning Admin, 15th Floor, W Geonzon St, Skyrise 4, Cebu City • Contacting clients to arrange review meetings via email and phone • Prepare client reviews and portfolio reports • Preparation of follow up correspondence following client meetings • Keep relevant records and update client information in Xplan and Worksorted • Maintain and store detailed client records • Conduct basic research to support financial planner's recommendations • • • • Liaising with product providers and other third parties Answer incoming client calls and respond to client queries (phone and email) In charge for tracking and sending renewal of adviser fees Assists with administrative tasks including data entry, document management, etc. • Managed client's lapsed payment and dishonour status • Assist the client with any claim request on their policies • Process rollovers, investment purchase and sell down • • • • Prepare and send client invoices using Practice Ignition Responsible for sending out email campaigns and Newsletters Issuing invoices to clients through Xero Assisting management with ad hoc duties and collation of reports and documents October 2017 - December 2020 Concentrix Philippines - Customer Service Associate/ Retention Specialist, I2 Building, Cebu IT Park, Apas, Cebu City, 6000 • Answers incoming calls in an efficient manner • • • • Identify customer questions, concerns and overall needs Provide accurate answers and solutions to customer queries Address customer complaints in compassionate and patient manner Develop professional relationships with ongoing customers through excellent customer service • Perform each duty above with customers' satisfaction as the number one priority May 2016 - June 2017 R8 Distribution & Logistics Inc. - Accounts Receivable Officer/ISR Encoder, El Sol Complex, Brgy. Salvacion, Ormoc City, Leyte Duties and responsibilities as an Accounts Receivable Officer: • Validates salesman report through careful checking before posting in system. • Post customer payments through SAP system. • Updates total receivables and unpaid invoices through weekly submission of reports. • Prepares monthly summary of remittance for salesman commission. • Controls ordering processes of customer accounts through daily verification. • Prepares Statement of Account for the account's awareness total amount payable. Duties and responsibilities as an ISR Encoder: • Responsible for sending daily and monthly invoice register via email. • Posts daily inventory to sales team. • Validates requirements for new accounts. • Responsible for entering customer's information into the system for release of customer codes. • Keeping in track of salesman's permanent journey plan. • Receiving orders of customers if necessary. • Manual encoding of orders if necessary. • Computes daily billing for approval. • Consolidate orders for dispatching. • Prepares summary of monthly billing. October 2015 - February 2016 Philippine National Bank (PNB) - Intern/On the Job Training, Cor. Bonifacio, Cataag St., Ormoc City, Leyte Works under New Accounts Department w/ duties and responsibilities: • Responsible for interviewing prospective customers inquiring about opening new accounts. • Gather all appropriate information to open account and educate account holders on company or bank policies. • Keeps accurate records on all accounts. AFFILIATION Junior Financial Managers Association- P.I.O- Internal Officer CREDENTIALS Exp• erienced in using CRM's like Monday andTrello, XPlan, Worksorted and Xero Knowledgeable in SAP (Systems Applications & Products) System Award of Recognition for being the P.I.O-Internal of Junior Financial Management Association (JFMA) Certificate of Completion for On-the-Job Training @ Philippine National Bank (PNB) Attended various seminars related to:> Education and Financial Learning ProgramFinancial Education Expo> Pre-membership Education and Seminar in OCCI REFERENCES • Neil M., Monredondo, Team Leader –Concentrix,- • Ms. Mary Julie Ann, Zata, ISR Supervisor-Selecta Department,- • Mr. Joseph Stevens, Ortile, Environment, Health and Safety Manager (Concepcion Durables, Inc.) Accredited Occupational Safety & Health Consultant,- • Mr. Ralph, Yauna, Philippine National Bank (PNB)-Branch Manager,- • Maria Jesurel, Pecadizo, Paraplanner for William Buck-TOA Global Cebu,- DISCLAIMER I hereby certify that the above information is true and correct. Beverly C. Tahanlangit Applicant