Over three years of experience successfully performing a number of sales, data entry, and clerical tasks. A proven track record of efficiency and accuracy in managing multiple functions, solving problems, and producing quality work.
Centro Escolar University- Makati
- Market research for potential clients
-Interact with clients to determine their financial objectives, earnings, and expenditure so as to design appropriate financial plans.
- Proffer recommendations on client needs.
-Transfer data from a hard copy to a digital database.
-Create spreadsheets to track important client information.
-Update the client’s information in a database.
-Verify updated data and make any necessary changes to records.
- Handling administrative requests and queries from top management.
- Coordinates submission of sales-related requirements with the appropriate department.
- Managing heavy load administrative tasks with accuracy.
- Preparing detailed sales reports following the required format.
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