2011
BS in Commerce Major in Tourism Management
Far Eastern University – Recto, Manila
Dependable Support with Exceptional Attention to Detail.
Hello, I am Princess, a 37-year-old, results-driven Virtual Assistant living in Cainta, Rizal, Philippines, married with one child. I bring extensive experience in CRM management, project coordination, and administrative support across healthcare, insurance, and BPO environments, with a strong track record of maintaining data integrity, streamlining workflows, and supporting client communication in fast-paced, detail-critical settings.
I provide end-to-end support in CRM and database management, scheduling, document control, research, and client coordination. I hold a Bachelor of Science in Commerce, majoring in Tourism Management, with additional training in foreign language studies, and bring advanced proficiency in Salesforce Health Cloud, HubSpot, Jira, Cognito, Google Workspace, and Microsoft Office-allowing me to efficiently manage complex systems and adapt quickly to evolving business needs.
My aim is to deliver reliable and high-quality support that enhances efficiency in operations, ensures accuracy, and allows business owners and teams to focus on strategic growth. Whether it is budgeting, scheduling an appointment, or website maintenance, if you are seeking a Virtual Assistant whom you can rely on to handle such small details to fullest perfection with seamless operation support, I would be glad to discuss how I can add value to your team.
My Skills and Competencies
Data Entry
Attention to Details
Project Coordination and Workflow Support
Calendar Management
Appointment Setting
Administrative and Virtual Assistant
Certificates
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My Experience and Education
2024
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2025
Clearwater Benefits - TridentBPO
(CRM Management and Project Coordinator)
Data & Operations Support Specialist
Experienced in managing and updating client records across Salesforce, HubSpot, Cognito, and Jira. Handles daily data entry, record cleanup, and policy updates while supporting project tracking and cross-team coordination. Ensures accurate, confidential, and up-to-date client information.
2019
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2024
Sun Life of Canada Phils. Inc.
(Licensed Life Insurance Advisor)
Financial Planning & Client Advisory
Provided personalized financial planning by recommending insurance and investment solutions based on clients’ goals and life stages. Regularly reviewed financial plans to ensure they remained aligned with changing needs. Built strong client relationships through proactive outreach and referrals while promoting financial literacy and maintaining full regulatory compliance.
2016
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2019
Crimewatch Foundation Inc.
(Project Office Coordinator)
Project Coordination & Compliance Support
Supported project teams in ensuring financial and operational compliance with internal policies. Coordinated with government agencies and external partners to meet requirements and secure approvals. Prepared project documents and reports supported research and information flow, and monitored deliverables to ensure timelines, legal documents, and approvals were met. Led regular status meetings to keep teams aligned on goals and milestones.
November 2012
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April 2016
Kedges Inc. Freight Forwarder
(Account Specialist)
Sales & Account Management
Managed and grew corporate accounts while consistently exceeding monthly sales targets. Built new client relationships and strengthened existing partnerships to support long-term growth. Coordinated with customers, support, and freight teams to ensure smooth service delivery. Prepared client presentations and tailored sales proposals, and supported logistics planning including delivery, warehousing, and cost considerations.
November 2011
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November 2012
Century Travel and Tours Inc.
(Ticketing and Reservation Officer)
Travel & Ticketing Support
Handled travel reservations and routing while calculating fares accurately. Issued and processed tickets and boarding passes for customers. Assisted clients with travel options across airlines, buses, rail, and other transport services, and supported ticket agents to ensure smooth and accurate booking processes.
My Services
Administrative Support
Handles scheduling, paperworks, and daily admin task so you can focus on growing your business.
Calendar Management
I organize schedules, manage appointments and send reminders to keep daily tasks and meetings on track.
Project Coordination and Workflow Support
Coordinating projects, tracking tasks, and streamlining workflows to keep teams on time and aligned.
Appointment Setter
Expert in appointment setting, scheduling, and managing bookings for smooth operations.
Secure Data Management & Accuracy
Ensuring secure data management and accuracy to protect information and maintain reliable records.
CRM Management & Data Entry
Accurate CRM management and data entry, ensuring clean records, timely updates, and reliable reports.