CURRICULUM VITAE
MARIA LOURDES CRUZ TUAZON
Personal Email address:-Skype ID: Maria Lourdes Tuazon- /-
PERSONAL DATA:
Known as Jela. Born on August 21, 1975 in Manila, Philippines. Married to Arnold F. Tuazon. Has 3 children ages 19, 17 and 4 years old. Eldest. Has 2 siblings, Leslie and Pengie. Father is Romeo Cruz a government employee. Mother is Flordeliza F. Cruz, retired and is now residing at Fontana, U.S.A. Computer Literate, Hardworking and values Honesty, Integrity and Loyalty.
EDUCATIONAL INFORMATION:
Obtain college diploma at St.Paul College, Quezon City with a degree in Bachelor of Science in Commerce major in Information Technology year 1996.
HOME BASED JOBS:
Budget Steam Cleaning Services2011 to 2012
Data Entry Consultant/ Researcher
Lead generation base on links/websites provided by the company using Google search in the internet.
Prepare spreadsheet of leads generated from Google search using Excel.
Conduct own search for lead generation.
Milner’s Pty Ltd (Mr. John Gropolli)2013 to 2015
Researcher
Conduct research using Google in the internet.
Prepare Spreadsheet of leads generated from my research using Excel.
Some projects handled: wineries, baby stores, restaurants, hotels.
Net Strata2013 to 2016
Data Entry Specialist
Daily entry of invoices in the system which they call S.M.P. this is then being indexed and will be the basis of the accounting department for preparing payments.
Monitors Memorandum Agreement of the company and strata owner’s. Encoding details of the agreement in the S.M.P. to be used by the Strata Managers to track down commencement and expiration of the agreement.
Check and review client’s data in the system (like capitalization, spelling)
Encoding of general details of the strata/building in the system (description of the building/strata, etc.)
Hotel Tonight2015
Data Entry Specialist / Researcher
Conduct daily research on hotel room rates from competitors’ like Trivago and bookings.com.
Prepare spreadsheet of hotel room rates of competitors for comparison and pricing purposes.
Conduct research on places and restaurants near hotels to be used by our telemarketer/sales personnel in selling hotels in our booking site.
Nationwide Wealth Adviser’s 2015 to 2016
X-Plan Data Entry Specialist
Encode or update client’s personal and financial data in the company’s XPlan system.
Millenium3 Financial Services April 2017 to October 2019
Client Services Officer
Assist in Admin tasks for 4 companies namely The Retirement Adviser Centre, Polaris Financial Services, Keyperson Insurance and Capricorn Financial Services. Tasks includes:
Prepare Statement of Advice (SoA) using XPLan.
Create Snapshot Report using Advice Builder in XPlan.
Generate On-Going Service Agreement in XPlan.
Generate Fee Disclosure Statement in XPlan.
Create Execution Only Advice using Execution only wizards in XPlan.
Create letters in Letter Builder section in XPlan.
Prepare insurance quotations.
Maintaining XPLan and Zoho (do updates before and after adviser meetings with clients, uploading of documents, extracting reports).
Prepare Fact Find and Risk Profile of clients before review meetings.
Prepares list of clients due for annual financial and risk review.
Send review letter to clients via email in XPLan.
Commission/Earning monitoring in XPLan via Commpay and DMS Online.
Prepare Asgard Balances for advisers.
Prepare research documents like Mercer reports for advisers.
Monitor and update IPS in XPlan.
Add annuity income and accounts in IPS section of XPlan.
Create and maintain sharepoint sites of clients.
Maintain Mailchip account of the company.
Login in Insurers website and downloading of Policy Schedule and Portfolio Report of clients.
Prepare Insurance cost/benefit comparison report.
Do other admin tasks assigned by advisers and para-planners.
Sureserve Financial Services September 2018 to Present
Virtual Assistant
Prepare Statement of Advice (SoA) using Draft online.
Prepare personal insurance quotations in insurance provider website.
Prepare business insurance quotations using Winbeat.
Prepare Insurance cost/benefit comparison report.
Do file notes for SoA and insurance quotations.
Do other admin tasks assigned by advisers and para-planners.
SKILLS:
Employee relations, customer service, sales and administrative skills gained from industry like financial planning, telecommunications, food, service provider, hotel bookings and real estate, both in the Philippines and Australian based companies. These experiences developed my keen to details, initiative and multi-tasking skills.
Skilled and well knowledgeable on financial planning (admin side), research, customer support, personal assistant services like calendar management and appointment system, human resources services like preparing payroll and conducting testing and interviews, data processing, data management and lead generation. Softwares like Winbeat, XPlan, Zoho, Draft Online, Asana, Skype, Yahoo, Google, Microsoft Word, excel and accounting system like Xero.
All Information provided are certified true and correct.
MARIA LOURDES CRUZ TUAZON
