Pamela Fajardo

Pamela Marie H. Fajardo -- Objective: To obtain a position where I can maximize my management skills, quality assurance, program development, and training experience. May 2016-Present • • • • • • • • • Paraplanner Financial Planning Hejaz Financial Services Ensure the development of plans incorporate the collection / assessment of data, identification of client’s goals, identification of financial problems and the preparation of written alternatives & recommendations. Preparation of compliant, comprehensive Statements of Advice (SoA's) for new and existing clients that range from simple to complex strategies, and which may also include investment and insurance advice Ensure all SoA's are completed in a timely, accurate and compliant manner, following the standard steps of the planning process and keeping in line with internal requisites Work in conjunction with the Financial Planners in the development of strategic advice for clients including superannuation, retirement planning, risk management and estate planning Preparation of financial modelling utilising financial planning software Assist Financial Planners with answering client queries and client review meeting preparation Build strong relationships with the Financial Planners and other members of a team Ensure that all client information is entered into the appropriate client management system accurately. Maintain relevant database information to ensure this is kept up to date. Feb 2013- March 2014 Completion Officer New Business Department Standard Chartered Bank • Take every opportunity to up-sell for higher loan amounts and longer tenors to applicants for Personal Loans tenors to applicants • Update daily work list/productivity template based on accounts for callouts and documents received from couriers and returned from Operation department • Comply with Personal Loan processes at all times • Consistently follow process to mitigate risks of fraud and ensure that defined escalation mechanism is followed • Ensure strict compliance of the security measures/controls in place to safeguard confidentiality of database • Prevent and escalate complaints both internal and external customers accurately and within turn-around time • Inform customers of products features, fees, charges and promo mechanics and adhere to the maximum complaints • Comply with security procedures that will ensure database security and confidentiality of customer data • Exercise due care and diligence on matters related to money laundering activities and KYC in the day to day operations, which include, account opening and review, transaction monitoring, reporting suspicions, customer communication, implementing new requirements, updating and revising operating procedures, acquire relevant knowledge and training Jan 2011- Jan 2013 MIS/Sales Admin Officer Consumer Bank-Direct Sales Department Standard Chartered Bank Prepares an integrated database from the various data sources of the bank using spreadsheets and data programming tools to extract relevant and useful information • Evaluates inconsistencies by breaking the data into its component parts to make sure figures being reported are comprehensible • Collaborates with various Risk Management units through regular discussions to have a better understanding of the risk reporting requirements • Documents the data processing and report preparation through a comprehensive manual to ensure quick transition and continuity in case of extended leaves or resignation Ensures that her schedule is prepared, coordinated and updated. Liaise with other units for schedule of meetings or presentation. • To ensure preparation and timely distribution of letters to agencies concerning Active Coded Agents, List of Decoded Agents due to Fraudulent Activities, Do Not Market and other relevant business communication to external parties. • To ensure timely coding of DSR and sending of NFIS requests • To prepare IPS form for all invoices relative to Direct Sales, making sure they are duly approved and supported maximum delegated authority, before forwarding them to Accounts Payable for payment processing. • To ensure that contracts and other significant documents related to Sales are complete and properly filed. • To maintain up-to-date and complete administrative files ensuring confidentiality and ease in retrieval. • Aug 2010- Dec 2010 • Accounts Payable Staff Finance Department Standard Chartered Bank Respond to external vendors and internal managers regarding all aspects of the accounts payable process, including processing invoices for payment, recording sales tax, assisting with bank reconciliations, and documenting. • • • • • • • Research information to provide accurate and timely solutions to internal clients and vendors at multiple locations. Verify the accuracy of vendor invoices. Generate payment to vendors on a routine schedule and match the check with backup for review by the financial manager. Inspect paid and unpaid invoices including cleared payment inquiries and check voiding to maintain accurate files and records according to company standards. Review automatic payments to ensure correct coding and authorization as well as sufficient contracts and documentation. Develop and maintain a filing system for financial information, records and documents to ensure easily available information. Monitor account balances, track expenses, prepare analyses of accounts and related financial activity to produce monthly financial reports. Nov 2009-Feb 2010 • • • Administrative Assistant Bureau of Internal Revenue Philippines Assist in administration and finance matters to ensure an effective management of the financial resources according to the Bureau of Internal Revenue procedures. Ensure the compliance of administration, finance and policies and procedures Ensure that transactions are processed daily in the system and that they are accurate and complete. Skills and Qualification: • Can communicate in oral and written English. • Computer literate (MS Word, Excel, PowerPoint) Education Background:- Bachelor of Science in Business Administration Major in Management Elective in Accounting St. Paul University Manila 680 Pedro Gil St., Malate Manila 2002 to 2006 Secondary Education St. Paul College Parañaque La Huerta Parañaque City 1996 to 2002 Primary Education St. Paul College Parañaque La Huerta Parañaque City