BS Entrepreneurial Management
Central Philippine University
Jocedale always thrives to give her best in every situation. She is very keen on details and a fast learner. She is someone who values clear and effective communication. She is flexible in adapting to a new environment and new tasks. She always finds innovative solutions both in her personal and professional life, especially in research and administrative tasks. She can multitask and is eager to explore new challenges that can enhance her professional growth and possible opportunities that can help her clients. Outside the office, she is an adventurer and loves outdoor activities. She brings enthusiasm and a love of discovery to everything that she does.
Central Philippine University
Create training materials focusing on legal administrative tasks, case management, research and
drafting of documents
Conduct live mentorship daily to educate virtual assistants, especially in legal terminologies and
processes
Hands-on support before deployment such as coaching, legal tasks mastery
Evaluate knowledge and performance through assessments and activities.
Meet with clients to assess financial needs such as income, expenses, investments, and risk
tolerance.
Gather their data to tailor fit financial plan proposals to their short-term or long-term needs.
Advise client on options for life, health, or estate planning.
Maintain regular communication with the client to review investment from time to time.
Meet with clients to assess financial needs such as income, expenses, investments, and risk
tolerance.
Gather their data to tailor fit financial plan proposals to their short-term or long-term needs.
Advise client on options for life, health, or estate planning.
Maintain regular communication with the client to review investments from time to time.
Analyzing engagement data, identifying trends in customer interaction and planning digital campaigns to build community.
Search the Internet for information on a wide variety of topics.
Professional responsible for managing the schedules and communications of key executives in their company.