Albert Pama
Financial Planning Assistant
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About
Detail-oriented Financial Planning Assistant with over six years of experience supporting advisers and managing end-to-end client processes. Skilled in liaising with clients, product providers, and internal teams to ensure efficient, accurate, and high-quality service delivery.
Experience
Customer Service Officer - EMAPTA
(2025-08 - 2026-03)
- Coordinated implementation of financial advice to ensure timely completion
- Provided administrative support to advisers and team
- Maintained accurate client records in Xplan
- Prepared and updated service agreements and fee arrangements
- Liaised with clients, advisers, and providers to resolve queries
Senior Financial Planning Assistant - TOA GLOBAL CEBU
(2023-03 - 2025-07)
- Prepared client documents, reports, and meeting materials
- Managed client records in AdviserLogic with high data accuracy
- Handled scheduling, inbox management, and communications
- Processed invoices and managed cash accounts
- Supported end-to-end implementation (account applications, trades, rollovers, insurance)
- Coordinated SMSF audits and compliance requirements
- Acted as client contact during implementation, providing updates
- Collected and verified client documentation
Customer Service / Team Leader - VIRTUAL STAFFING SOLUTIONS
(2021-06 - 2023-03)
- Led team performance to meet service and KPI targets
- Coached and supported team members
- Managed escalations and ensured timely resolution
Financial Planning Assistant - VBP BACK OFFICE SOLUTIONS INC
(2018-02 - 2020-10)
- Prepared and submitted applications across super, investments, and insurance
- Managed implementation tasks (rollovers, switches, withdrawals, etc.)
- Maintained accurate client records and compliance documentation
- Performed quality checks to ensure accuracy
- Liaised with providers to process requests and resolve issues
- Used systems including Salesforce, Midwinter, and Xplan
- Attended training to stay updated on products and regulations
Travel Agent - DYNINNO INC
(2017-09 - 2017-12)
- Assisted clients with flight bookings and provided accurate travel information
Sales Agent / Customer Service - TELEPERFORMANCE
(2016-03 - 2017-08)
- Sold telecom products and provided customer support to Australian clients
Tele-banker / Customer Service - CONVERGYS (CITIBAK N.A.)
(2014-08 - 2016-03)
- Assisted U.S. clients with banking inquiries and transactions
Customer Service & Technical Support - QUALFON
(2009-09 - 2014-08)
- Provided phone and email support for telecom customers
- Resolved technical and service-related issues
Education
Bachelor of Arts - English - Saint Joseph College – Maasin City (2005 - 2009)
