Bianca Toledo

Bianca Toledo

$15/hr
Financial Planning Associate
Reply rate:
33.33%
Availability:
Hourly ($/hour)
Location:
Cebu City, Central Visayas, Philippines
Experience:
10 years
BIANCA TOLEDO Admin Assistant ABOUT ME A freelancer since 2021. I have worked in various departments, primarily handling admin tasks. But I mostly work as a financial planning assistant for Australian financial advisers. I am always open to working in different industries, gaining knowledge and experience, and applying it all in every job that I do. EDUCATION Saint Joseph College Bachelor of Science in Accountancy 2015 Talisay City College EXPERIENCE Accounting Staff (Payables & Payroll Department) 2015 – 2017 Choobi-Choobi Corp. Prepares invoices and checks for daily & monthly disbursements using SAP accounting software. Checks biometric and prepare payroll every 15 & 30 for the home office and 5 & 20 for all the branches outside Cebu City. Diploma In Professional Education 2018 Financial Planning Assistant 2017 - 2021 Lion 2 Business Process Inc. & Koruna Assists SKILLS Admin Skills Accounting Skills Data Entry Critical Thinking Organizing LANGUAGE English Bisaya Tagalog Assists Australian Financial Advisers in preparing reports for their meetings. Helps them in organizing & maintaining proper data management in their CRM and other admin tasks. Freelance Virtual Assistant 2021 - Present Freelancer Some of the jobs that I have as a freelance virtual assistant: 1. American Financial Planning Company – Researched leads using Zoominfo and entered their details (name, position, contact info) into a spreadsheet. 2. British Advertising Company – Built and organized lead lists from company websites. 3. Australian Electrical Company – Did operational tasks, report creation, invoicing, and financial organizing for this company. I’m proud to say this resulted in 5+ new clients (Strata and subcontractors) signing on. 4. Australian Video Production - Helped in completing admin tasks, email organization, and creative research 4. Australian Financial Adviser - Helped in preparing reports and entering data into the system.
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