Financial AdvisorFinancial Advisor
Roxanne
ID Verified$1000
per month
($6/hour)
Profile Description
Proactive and detail-oriented professional with 6 years of experience as a Financial Advisor managing client portfolios, customer support, and administrative tasks. Skilled in using digital tools like Zoom, Calendly, CRM platforms, Google Workspace, and Canva to streamline operations and support client engagement. Experienced in social media content branding and online marketing. Adept at multitasking in fast-paced environments, providing reliable support, and learning new systems quickly.
Top Skills
Skills & Expertise
Skill Levels Explained:
💡 Hover over any skill level to see exact years of experience
Sales & Business Development
Marketing & Growth
E-commerce & Marketplace
Design & Creative
Customer Success
AI & Automation
Data & Analytics
Work Experience
Financial Advisor
PRU LIFE UK
May 2019 - Present
Key Achievements:
Managed a client database of over 100+ individuals, ensuring accurate records, timely follow-ups, and organized documentation using CRM tools. Coordinated 100+ client meetings through tools like Zoom and Calendly, improving scheduling efficiency and reducing appointment conflicts. Handled end-to-end onboarding processes, from gathering documents to preparing proposals and summarizing financial plans for clients. Automated repetitive tasks (email follow-ups, reminders, document templates), saving hours of weekly admin work. Created organized digital filing systems for client forms, proposals, and policy updates, improving accessibility and workflow. Produced branded presentations, reports, and marketing materials using Canva and Google Workspace. Responded to client inquiries within 24 hours, maintaining high satisfaction and supporting long-term relationships. Managed social media content planning and posting, improving brand engagement and online visibility.
Research and Development Officer
Mister Donut Philippines
Nov 2011 - May 2018
Key Achievements:
Coordinated cross-department communication (R&D, production, purchasing, QA, marketing) to ensure smooth project timelines and product launches. Prepared technical documents, including product specifications, costing sheets, SOPs, and quality reports with high accuracy. Managed project timelines and updated trackers, ensuring all R&D tasks, tests, and approvals were completed on schedule. Organized product trials and meetings, scheduled team discussions, took minutes, and followed up on action items. Maintained digital databases of formulations, raw materials, and supplier documents to streamline retrieval and record-keeping. Created detailed reports and presentations (sensory evaluation, shelf-life, cost analysis) for management decision-making. Coordinated with suppliers for samples, pricing, and technical documents, ensuring timely delivery of materials. Supported procurement processes by comparing supplier quotations and preparing summary sheets. Monitored inventory of R&D materials, ensuring stocks were updated, organized, and documented. Implemented standardized documentation templates, improving accuracy and consistency across R&D reports.