With more than 10 years of work experience in BPO, Retail, Entertainment, Sales,
Executive and Retail Industry, I am confident in my ability to contribute significantly to your team's success.
Sharing with you the most recent experience I had is I was part of a cross-functional team tasked to monitor and help each tea-----------mber’s growth in their role as client services administrator that focuses more of financial planning and with the experience I had as a CSA myself before I became a Performance Coach plays an integral part to influence the tea-----------mbers and my role as a Performance Coach allows me to ensure the team's individual performance aligned with our company’s core values which are Learn, Drive, Find a way, Execute and Care.
By this I am detailing the roles and some expertise I gained throughout my experiences below:
> Provide high-level administrative support, including managing schedules, arranging
meetings, and drafting minutes for client and internal meetings.
> Prepare and distribute reports, presentations, and other documents with a keen eye for detail and professionalism.
> Assist with project management tasks, ensuring deadlines and objectives are met.
> Serve as a liaison between internal departments and external stakeholders, fostering strong communication channels.
> Maintain confidentiality and handle sensitive information with discretion.
> Focus on tea-----------mbers' wellbeing, to ensure they are supported and connected.
> Facilitate ‘Tribe Huddles’ on a weekly basis.
> Conduct 1-on-1 catch ups with tea-----------mbers on a weekly basis.
> Seek regular feedback on a tea-----------mber’s performance.
> Provide guidance on the learning and development opportunities available through our custom ‘Growth Academy’;
> Tracking tea-----------mbers’ performance against KPIs.
> Conduct performance appraisals.
> Collaborate with others to develop employee engagement strategies
> Setting up information and managing financial planning CRM (XPlan).
> Facilitating banking reconciliation and reporting.
> Preparing reports and documentation for client meetings.
> Liaising with financial institutions, banks, and fund managers.
> Researching insurance plans and coverages.
Verified
