Maribeth Umali

MARIBETH UMALI Pajac, Lapu-lapu City, Cebu 6015 |- |- OBJECTIVE To be part of a company that indulges professional growth which provides challenging and rewarding career while allowing me to utilize my knowledge and skills. SKILLS & ABILITIES • • • • • • • Microsoft Office Program (Word, Excel, Outlook and PowerPoint) OLICC AdviserLogic COIN LIFEPRO CSC Google Documents and Sheets EXPERIENCE 2018-Present Financial Planning Assistant, Virtual Business Partners, Inc. Providing assistance to Australian based Financial Advisers and delivering accurate and efficient work. 1. Fact Find and Data Entry (Updating and keeping client records on file) 2. Data Collection Research 3. Applications form preparation for existing clients 4. Preparing Annual Summary (generating and consolidating client statements and reports) 5. Generating and downloading FDS 6. Follow up on Implementation and lodgments (Investment switch, beneficiary nomination, change of fees, pension payment updates, investment instructions etc.) 7. Lodgments for existing clients (Investment switch, beneficiary nomination, change of fees, pension payment updates, investment instructions etc) 8. Ad Hoc tasks - Administrative Assistant, Department of Education Division Office Assist with an office's daily clerical and logistical needs and provide daily support to school personnel. 1. Answering and directing phone calls to relevant staff. 2. Scheduling meetings and appointments. 3. Taking notes and minutes in meetings. 4. Ordering and taking stock of office supplies. 5. Copying files 6. Responding to emails - Business Process Associate, Manulife Business Processing Services, Inc. Administering or processing financial or insurance related data and transactions with utmost attention to quality and quantity. 1. Process and capture information to system. 2. Handling customer highly sensitive data (Update and keep records of policy holder’s details) 3. Process quotes and benefit changes using system tools 4. Perform thorough checking for every case and eliminate financial errors (Benefit changes, insurance policy termination, cancellation and claims requests) 5. Ad Hoc tasks EDUCATION- Certificate of Completed Academic Units – Masters in Public Administration Cebu Technological University – Cebu City - Bachelor of Business Administration – Marketing Management University of Cebu LM – Mandaue City TRAININGS AND SEMINARS • • • • • • • • Sales 101 (FWD Insurance) Communications 101 (24/7.ai) Project Management 101 (Cloudstaff) Participating in Workplace Communication (TESDA) Receiving and responding to Workplace Communication (TESDA) Business English Grammar (Manulife) Basic Excel and Spreadsheet Training (Manulife) Conflict Management Training (Department of Education)