Catherine Marasigan

Detail-oriented and results-driven professional with experience in paraplanning, research, and team leadership within the financial services industry. Proven track record of managing workflows, leading teams, and delivering high-quality outputs across end-to-end paraplanning processes. Seeking to contribute to a dynamic organization while continuing to grow in financial planning and leadership.

Paraplanning Team Leader at Index Wealth (2026-01 – Present)

• Lead and oversee the full paraplanning process, from research and strategy development to Statement of Advice (SOA) preparation and final packaging
• Ensure timely delivery and quality of outputs across all stages of the paraplanning workflow
• Coordinate with internal teams to maintain efficiency, accuracy, and compliance with client requirements
• Continuously improve processes to enhance turnaround time and team productivity

Research Team Leader at Index Wealth (2025-10 – 2025-12)

• Managed and supervised a team of 10 research specialists, ensuring tasks were completed accurately and on schedule
• Monitored workflow and prevented delays by proactively addressing bottlenecks
• Provided guidance, feedback, and support to team members to maintain performance standards

Research Specialist at Index Wealth (2025-06 – 2025-10)

• Conducted research on superannuation and retail insurance for financial planning purposes
• Completed pre-assessments and gathered relevant client data
• Performed data entry and ensured accuracy of information used in strategy development

Social Media Manager (Freelance Virtual Assistant) at DuchessFlame (2025-06 – 2025-10)

• Managed social media accounts and created graphic content to support brand growth and audience engagement
• Scheduled posts and maintained consistent online presence across platforms

Executive Assistant (Freelance Virtual Assistant) at Guerrero Arnis de Mano (2025-04 – 2025-06)

• Provided administrative and operational support across multiple business functions
• Managed schedules, communications, and day-to-day coordination

Social Media Manager (Freelance Virtual Assistant) at Tadbeer (2024-11 – 2025-06)

• Managed and created content across social media platforms
• Planned and scheduled posts, engaged with audiences, and tracked performance metrics

Assistant English Teacher at Colegio Paraíso Sagrados Corazones (2021-10 – 2024-11)

• Facilitated English and Science classes for students (preschool to 6th grade)
• Prepared lesson plans and supported students for Cambridge PET and KET exams
• Provided private tutoring and worked as an English au pair

Content Specialist at Thomson Reuters (2018-11 – 2021-07)

• Conducted quality checks on US legal transcripts for accuracy and formatting
• Proofread and edited content to meet strict quality standards

Intern at Habitat for Humanity (2017-09 – 2017-11)

• Supported direct marketing campaigns and donor communications
• Assisted with outreach and fundraising initiatives

La Enseñanza Bilingüe en España: Metodología y Evaluación en la Lengua Inglesa – Universidad Pontificia Comillas (2024-06)

Bachelor of Arts in Consular and Diplomatic Affairs – De La Salle College of Saint Benilde (2018-03)