University of the Assumption Batch 2011
More Info About Me
Hey there!
I’m Katrina Ann Trinidad, and you can call me Kat. I graduated in the University of the Assumption, Pampanga Philippines, with a degree of Bachelor of Science in Business Administration major in Financial Management Accounting. I am 34 years old. Prior from being a Virtual Assistant I worked in the banking industry for 6 years. I worked there as a teller, new accounts and marketing staff. I am familiar in using Microsoft office, Canva, Google Workspace and CRMs (XPLAN, Hubspot, Docusign, Annature). I am also in familiar in doing some invoices and doing a bit of accounting side in a business.
I am confident that I have the skills and qualifications required to be your ideal partner in your business in achieving your goals and objectives. I have worked in a corporate world and I understand how stress and time management is needed. Rest assured that worked will be delivered in a timely and efficient way. I am capable in completing all tasks assigned with utmost efficiency and accuracy.
My Skills and Competencies
Data Entry
Financial Planning
Accounting (Bookkeeping and Quickbooks)
Certificates
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My Experience and Education
2022
-
2024
Tribel Advisory
(Financial Planning Assistant)
• Adding Client Data to Financial Planning Software
• Implementation of Financial Advice (Record of Advice / Statement of Advice)
• Gather information and conduct Super, Insurance, and Investement Research
• Preparing Portfolio Reports
• Support Client Relationship Manager and Senior Financial Planners/Financial Planners to execute client
relationship strategy
• Preparation and implementation of client advice documentation including application forms, asset, and
insurance transfers/withdrawals, as well as dealing with product providers to ensure completion of
business.
• Liaising with third parties and other financial service providers
• Managing of administration processes and the regular communication with relevant advisers and/or key
internal stakeholders.
• Ensuring client and provider information is accurately and compliantly recorded in the relevant business
systems.
• Phoning clients & establishing good work relationships
• Managing database in CRM system
• Client facing tasks that require providing quality service to our clients through direct meetings via zoom,
online messages, or phone conversations.
• Ad hoc administrative requests.
2018
-
2022
Protos EzyVA Pampanga, Inc. / 5ELK
(Customer Service Associate)
• Provide general administrative support to the team to include database management, filing, data entry,
typing and assisting in the management of communications and paperwork, managing diaries.
• Prepare Annual Review Meeting documents (Statement of Position) Gather data from insurance and
super providers and update Xplan Dealing with client's queries on the phone and by email
• Schedule meetings with client
• Prepare client's spreadsheet and keep online records
• Providing excellent customer service
• Support Client Relationship Manager and Senior Financial Planners/Financial Planners to execute client
relationship strategy
• Ad hoc administrative requests.
2017
-
2018
Security Bank Corporation
(Customer Advisor / Marketing Staff)
• Handles in-house selling, cross-selling of bank products and services, and managing of account portfolio
to achieve sales targets. Process the opening of new peso/dollar CASA accounts and placements, roll-
over/renewal, termination, payment of matured placements for all SBC products. Ensure on-time and
accurate service delivery in compliance with the service standards of the Bank.
• Identifies customer’s needs, maintain and nurture customer’s relationships through marketing calls,
recommending and cross-selling other bank products, services, and alternative channels to customers,
and formulation of strategies to further increase dealings with the Bank
• Assists walk-in customers by serving and advising them on bank products to meet their needs and have
dealings with the Bank
My Services
Accounting (Bookkeeping and Quickbooks)
Processing vendor bills and related payments, posting credit card transactions, preparing customer invoices and posting
Data Entry
Transcribing already written documents into online and digital formats. Entry Service is expanding and growing with each
Financial Planning
Process of taking a comprehensive look at your financial situation and building a specific financial plan to reach your