Queenie Lopez

Project Support: Assisting engineers in planning and executing engineering projects.

Testing and Quality Control: Conducting tests, inspections, and evaluations to ensure compliance with standards and specifications.

Maintaining Records: Keeping accurate records of customer interactions, transactions, and feedback.

Engineering Associate at Mikkil Construction (2025-09 – Present)

• Project Support: Assisting engineers in planning and executing engineering projects.
• Testing and Quality Control: Conducting tests, inspections, and evaluations to ensure compliance with standards and specifications.
• Maintaining Records: Keeping accurate records of customer interactions, transactions, and feedback.
• Maintaining Targets: Achieving individual and team performance goals and targets.
• Technical Support: Providing basic troubleshooting and technical support for products or services.
• Upselling and Cross-selling: Recommending additional products or services to meet customer needs.
• Collaboration: Coordinating with cross-functional teams, client and vendors to support project objectives.
• Compliance and Safety: Ensuring engineering activities follow safety guidelines, regulations, and company procedures.
• Process Improvement: Assisting in identifying opportunities to improve efficiency, quality, and cost-effectiveness.
• Order Management: Placing orders, tracking deliveries, and ensuring timely receipt of materials.

Financial Planning Assistant at Northeast Wealth (2024-11 – 2025-08)

• Correspondence Management: Perform other tasks as assigned by the client or team leader. Open and direct company emails to the appropriate person and manage correspondence to member and product providers.
• Liaison work: Act as a liaison point for members in addressing queries; modifying member details; managing implementation and/or facilitating an answer to a member query. Contact third parties to resolve member queries where appropriate and independently use business tools & processes to resolve member queries. Document responses to financial planning related queries.
• Pre-appointment data collection: Comprehensively collect all relevant member information (lifestyle goals, current financial situation, etc.) and any pre-work required before member meeting. Enter data into software planning tool(s). Monitor data entry to ensure accuracy and data integrity. Liaise with member to ensure correct information is obtained and document all file notes and prepare reports.
• Provide general office administrative support: Conduct the following administrative activities to support the Member Assist Manager and the Principal Consultants in the delivery of their accountabilities. Do some word processing and business operations filing. Other administrative activities
• Document Management: Coordinate and maintain electronic document management system • Open and direct emails to the appropriate person • Record receipt and sending of electronic mail and prepare and manage correspondence.
• Software Utilization: Summarize client details, organize files, and input data into financial software. (XPlan and Adviser Logic)

Financial Planning Assistant at VBP Back Office Solutions (2022-08 – 2024-09)

• Client Communication: Handle inquiries, schedule appointments, and maintain contact with clients.
• Data Management: Collect, organize, and update client information and financial data.
• Documentation: Prepare and process documents, forms, and reports related to financial planning.
• Forms Preparation and Submission: Prepare and submit application forms, and follow up on insurance, underwriting, and medicals.
• Research: Prepare product comparison reports by communicating with insurance and investment companies.
• Administrative Support: Provide general support, including filing, data entry, and office tasks.
• Meeting Preparation: Prepare materials and documentation for client meetings.
• Follow-up: Manage follow-up tasks from client meetings and ensure timely completion.
• Software Utilization: Summarize client details, organize files, and input data into financial software.
• Professionalism and Confidentiality: Maintain professionalism and uphold confidentiality.
• Other Tasks: Perform other tasks as assigned by the client or team leader.

Procurement Specialist at MDC BuildPlus Inc. (2021-06 – 2022-07)

• Sourcing Suppliers: Identifying and evaluating suppliers to meet quality, price, and delivery standards.
• Negotiating Contracts: Securing the best deals on terms, conditions, and pricing with suppliers.
• Managing Vendor Relationships: Building and maintaining reliable supplier relationships.
• Order Management: Placing orders, tracking deliveries, and ensuring timely receipt of materials.
• Quality Assurance: Ensuring products and services meet quality standards.
• Cost Management: Managing budgets, finding cost-saving opportunities, and minimizing expenses.
• Compliance: Ensuring procurement activities follow legal and company policies.
• Reporting: Preparing reports on procurement activities and supplier performance.
• Process Improvement: Continuously improving procurement processes for efficiency.