EDUCATIONAL BACKGROUND

2021 – Master of Arts in Educational Management
2015 - Bachelor of Arts in Elementary Education

CORE STRENGTHS

Structured Process Management
Detail-Oriented Documentation
Proactive Follow-Through
Information Organization & Record Accuracy
Confidentiality & Data Protection
Operational Reliability
Clear Written Communication
Time Management & Deadline Monitoring
Independent Execution After Training
Calm, Professional Problem-Solving

PROFESSIONAL SUMMARY

I’m an Administrative Assistant who brings structure and clarity to busy operations. I manage shared inboxes, coordinate
schedules across time zones, maintain CRM systems, and support financial documentation workflows with precision. From
organizing high-volume communication to recording ledger entries and maintaining clean SharePoint files, I focus on
accuracy, follow-through, and process consistency. I work confidently with Salesforce, Keap, Kartra, Google Workspace, and
Microsoft Office, and I adapt quickly to new systems. My role is simple: keep communication organized, protect
documentation integrity, and ensure nothing slips through the cracks so leadership can focus on higher-value work.

TRAINING & WORKSHOPS

September 2024
QuickBooks and Xero ProAdvisor Certification Training & Masterclass – Aze Vector Global Solutions
Philippine Bookkeeping (NCIII) Skills Training – Technical Education and Skills Development Authority
(TESDA), Philippines

August 2024
Virtual Bookkeeping with Xero and QuickBooks Online (16 hours) – EZZAC Training Center

July 2024
Basic Accounting and QuickBooks Online Masterclass (40 hours) – Sync2VA

May 2024
Introduction to Bookkeeping: Xero and QuickBooks (9 hours) – Virtual Assistant Postal PH

August 2023
Data Entry and Office Productivity Training (8 hours) – PROVA PH

July 2023
General Virtual Assistance Webinar (8 hours) – PROVA PH

2021-2023

FINANCIAL ADVISOR, Private Insurance Company, Philippines

Conducted comprehensive financial consultations to assess client needs and recommend
suitable insurance solutions.
Delivered clear explanations of policy coverage, benefits, and procedures to ensure
informed decision-making and compliance.
Managed client communications across multiple channels, resolving concerns efficiently
and maintaining service continuity.
Maintained detailed client records within CRM systems, tracking policy updates, renewals,
and documentation requirements.
Coordinated billing support, premium processing, and policy adjustments while ensuring
accurate record-keeping.
Monitored renewal schedules and executed proactive follow-ups to prevent lapses and
service interruptions.
Ensured adherence to regulatory standards and internal documentation protocols.

2016-2021

ADMINISTRATIVE OFFICER, Private Elementary School, Philippines

Directed daily administrative operations, maintaining organized records and structured
internal communications.
Managed enrollment systems and ensured accurate maintenance of student and
institutional documentation.
Coordinated calendars, meetings, school events, and operational logistics.
Assisted in budget oversight, procurement coordination, and vendor management for
school operations.
Established organized filing systems for contracts, reports, and financial documentation to
support compliance.
Served as primary liaison among school leadership, staff, parents, and external
stakeholders.
Monitored administrative deadlines and ensured timely completion of institutional
requirements.

2024-Present

ADMINISTRATION ASSISTANT, Private Real Estate Training Company, United Kingdom

Manages multiple shared professional inboxes serving as the central communication hub
for customers and internal teams, ensuring clear organization and timely resolution of
inquiries.
Implements structured email categorization and follow-up systems to prevent stalled
threads and maintain inbox clarity.
Manages onboarding calls, client inquiries, reschedules, and refund-related appointments
with precision.
Maintains CRM platforms to accurately log interactions, update records, and track
workflows.
Administers a bookkeeping mailbox by reviewing purchase-related correspondence,
verifying invoice accuracy, and recording transactions in the company ledger.
Standardizes digital documentation by organizing invoices and receipts in SharePoint
using consistent naming conventions for traceability and audit readiness.
Supports customer success operations through administrative coordination, workflow
tracking, and reporting assistance.