Jerick Turno

Financial Planning Admin at VINARC (2026-01 – 2026-06)

Client Service Administrator at 5ELK (2023-12 – 2025-11)

• SUPPORTING AUSTRALIAN-BASED CLIENTS WITH ADMINISTRATIVE, DATA MANAGEMENT, AND BACK-OFFICE TASKS
• MANAGE AND MAINTAIN CLIENT DATA, PROCESS APPLICATIONS AND DOCUMENTS, AND ENSURE ACCURATE RECORDKEEPING.
• COORDINATE WITH STAKEHOLDERS AND HANDLE CLIENT COMMUNICATIONS TO SUPPORT SEAMLESS SERVICE DELIVERY.
• PREPARE REVIEW MEETING DOCUMENTS, INCLUDING FACT FINDS, REVIEW REPORTS, OFA/FTA FORMS, AND ADVICE FEE SUMMARIES.
• IMPLEMENT STATEMENTS OF ADVICE (SOA) AND RECORDS OF ADVICE (ROA) IN LINE WITH CLIENT AND COMPLIANCE REQUIREMENTS.
• MANAGE CALENDARS, SCHEDULE MEETINGS, AND ORGANIZE CLIENT APPOINTMENTS.
• HANDLE EMAIL CORRESPONDENCE AND MAINTAIN INBOX ORGANIZATION TO ENSURE TIMELY RESPONSES AND TASK TRACKING.
• PERFORM AD HOC ADMINISTRATIVE AND OPERATIONAL TASKS AS NEEDED TO SUPPORT CLIENT AND INTERNAL TEAM EFFICIENCY.

Finance Admin at Served With Honor LLC (K&K) (2021-06 – 2023-09)

• PROVIDES ADMINISTRATIVE SUPPORT FUNCTIONS.
• SUPPORTS THE COLLECTIONS PROCESS, WORKING TO RESOLVE CLIENT PAYMENT ISSUES AND PROTECT THE FINANCIAL ASSETS OF THE ORGANIZATION.
• REVIEWS OPEN ACCOUNTS AND REACHES OUT TO DELINQUENT CLIENTS WITH THE GOAL OF COLLECTING CUSTOMER PAYMENTS WHILE MAINTAINING CLIENT RELATIONSHIPS.
• AUDITING CLIENTS ACCOUNT.
• APPROVING SALES ORDER

Bachelor of Science in Psychology – Western Mindanao State University (2016 – 2020)

Crash Course in Information and Technology – Southern City Colleges (2013 – 2014)