Thelma Jhoy Mercado

I provide reliable back-office and administrative support for Australian financial services clients, helping advisers stay organized, compliant, and client-ready.

My expertise includes fact-finding and data entry in XPLAN, portfolio system administration, and portfolio reconciliation. I maintain accurate and up-to-date client records using XPLAN and SharePoint, ensuring data integrity and smooth workflows.

I also assist advisers with preparing client-facing forms and documents, manage outbound calls to insurance and investment providers to obtain or update client information, and handle database updates using softphones. In addition, I coordinate client meetings through Outlook diary management, process invoicing, and support various ad-hoc administrative tasks as needed.

I’m detail-oriented, dependable, and experienced in working with Australian clients and processes. My goal is to take care of the back-office work so advisers can focus on delivering value to their clients.