Reanirose Gutana

WORK HISTORY Client Services Manager May 2021- Present - Client paperwork preparation for new and review clients - Liaising with fund managers and other financial institutions to collect data for the preparation of advice needs. - Email handling - Insurance quoting with different providers. - Client communications and same with the below responsibilities Client Services Administrator 5ELK | July 2019 - May 2021 REANIROSE GUTANA C L I E N T S E R V I C E S M A N A G E R PERSONAL SUMMARY I provide professional administrative support to entrepreneurs and leaders. I help these people achieve their goals by removing the burden of doing the small and repetitive tasks for them to focus on the bigger picture. - New and ongoing client management services - Paperwork preparations for new and ongoing clients - Creating and generating insurance comparisons through XPLAN Risk Researcher. - Creating and generating investment comparisons through XPLAN Wealthsolver. - Email Management - Data entry into the CRM (XPLAN and Plutosoft) - Processing online applications - Datafeed and CommPay mapping - Oversee compliance requirements - Task management through Trello and XPLAN - Compliance management (FDS, Opt-in, and Fixed Term Agreement) Financial Planning Associate Intiger Asset Management | Feb 2019 - Client paperwork preparation for new and review clients - Liaising with fund managers and other financial institutions to collect data for the preparation of advice needs. - Email handling - Invoice recording through MYOB CORE SKILLS XPLAN CRM Expertise Advice OS Expertise Microsoft word, excel, and outlook proficiency Project Management skills Keen to details Solution driven The desire for continuous learning ACADEMIC HISTORY Tañon College Bachelor of Science | Jun 2015 - Jun 2018 BS Business Administration major in Financial Management - Consistent Dean's Lister - Graduated Cum Laude WORK REFERENCES CONTACT DETAILS Address: Phase 3 Barangay Rizal San Carlos City, Negros Occidental 6127 Email:-LinkedIn: Yani Gutana Dhazzle Maye Castillon Trainer at 5ELK Email:-Shayne Santillan Subject Matter Expert-