Heide Jane Bagano
Cebu City
Summary
To be a valuable asset and use my skills to create significant contribution to a company with vast opportunities for optimum career growth.
Overview
9
9
years of professional experience
Work History
Fincial Planning Assistant
TalentBridge For Perera Crowther Financial Service
01.2020 - Current
- Contributed to the successful client satisfaction by supporting with all client relevant requests ie policy alterations/ cancellations.
- Efficiently managed a wide range of administrative tasks, including scheduling meetings, email management, generating correspondence, generating correct quotes for possible policy alterations, and maintaining files for optimal organization.
- Enhanced organization by maintaining accurate records through client information softwares ie Xplan, salesforce and Trello, applications, and other essential documents.
- Supporting advisers regarding processes from insurance applications to policy enforcements and retentions.
- Worked closely with advisers/senior managers to provide efficient direct client communication.
Executive Assistant to the CEO
Gothong Southern Shipping Lines, Inc
08.2018 - 10.2019
- Volunteered to help with special projects of varying degrees of complexity.
- Promoted team productivity by keeping supplies organized and well-stocked.
- Screened calls and emails and initiated actions to respond or direct messages for managers.
- Processed travel expenses and reimbursements and visas for executive team and senior management group.
- Served as a liaison between departments to facilitate effective communication throughout the company.
- Managed office inventory, tracking supplies and placing orders to ensure smooth daily operations.
- Handled logistics, catering, agendas and travel arrangements for meeting and event planning for board of directors, president and executive vice president.
- Contributed to budget management by monitoring expenses and providing detailed expenditure reports regularly.
- Processed and monitors cashflow/expenditures for the office of the CEO.
Mall Operations/ Tenants Relations Assistant
SM Seaside City Cebu - SCMC
07.2015 - 04.2017
- Optimized resource usage by managing inventory levels, ordering supplies, and maintaining equipment functionality.
- Created and distributed agendas for meetings and conference calls as part of meeting preparation.
- Volunteered to help with special projects of varying degrees of complexity.
- Monitored accuracy of mall and tenant records with diligent tracking of equipments and facilities (mall) and tenant related support.
- Worked closely with management to provide effective assistance for specific aspects of mall operations and tenant relations.
- Meeting with tenants to provide pre-construction and post-construction checklist, marketing support for grand openings.
- Assisted with the ingress and pull out of Mall Exhibits.
- Do mall sales report and working closely with Accounting Department for correct data.
Education
Bachelor of Science - Business Administration
University of San Jose-Recoletos
Cebu City03.2015
Skills
- Communications management
- Computer literate
- MS Office Expertise
- Data Entry/ Admin Support
- Flexible and Adaptable
- Multitasking
Timeline
Fincial Planning Assistant
TalentBridge For Perera Crowther Financial Service
01.2020 - Current
Executive Assistant to the CEO
Gothong Southern Shipping Lines, Inc
08.2018 - 10.2019
Mall Operations/ Tenants Relations Assistant
SM Seaside City Cebu - SCMC
07.2015 - 04.2017
Bachelor of Science - Business Administration
University of San Jose-Recoletos
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