Personal Assistant - Admin
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I am a 24 year old individual who matriculated in 2017. I have 5 years' experience as a personal assistant to a financial adviser. I thrive under pressure and always carry my client's interest at heart making sure that they are satisfied.
I also believe that communication is key. I have experience in Microsoft office, Word, TEAMS, Excel, Ominsure, SanPort as well as Xplan. I was in control of all the practice admin for ex. Filing, capturing client data, communicating with clients via email and phone calls,creating quotes and issue them, amend policies and client profile as needed.
Experience gained throughout the years - I was working at Old Mutual
