Jodanne Verdejo Email & Phone Number

Auckland, New Zealand

Job specifications:- Assisting Private Wealth Advisers with client onboarding, trades, and daily admin work- Create investment plans that best meet the client’s financial needs- Nurture client relationships by providing assistance in concerns regarding the client portal, AML documentation, deposit and withdrawal requests, sending reports, etcKey Achievement:- Organized several client events which involved a range of 100 to thousands of clients to build and maintain a strong relationship

Auckland, New Zealand

Job specifications- Handled KiwiSaver administration. From on-boarding members to making sure that their contributions are allocated timely- Liaised and build relationships with Financial Advisers as well as internal stakeholders - Processed payroll superannuation contributionsKey achievements:- One of the key people in a newly launched, highly specialised product. Tested how it will run for utmost customer satisfaction.- Trained a new hire to be up and running in just one week.

Auckland, New Zealand

Job specifications:• Processed medical claims from different clients• Analyzed and approved / denied claims depending on the situation• Communicated with clientsKey achievements: • Was given the authority to approve claims after only a few days of training• Processed an average of 100 claims a day, more than the team’s average of 60 claims a day.

Dunedin, New Zealand

Job specifications:• Processed purchase orders for different client surgery claims• Sent approvals to clients and specialists• Liaised with hospitals and claims managersKey achievement: Completed items above the team’s benchmark, processing an average of 45-50 approvals per day.

Alabang, Muntinlupa City

Job specifications:• Seeked new client base• Conducted life stage financial planning• Created insurance proposals based on the client’s risk appetite• Client relationship managementKey achievement: Was awarded as one of the Top Rookies of the branch

Northgate Cyberzone Alabang, Muntinlupa

Job specifications:• Annually: Check and update our process’ operation manual Updated the team’s leave calendar Conducted training• Monthly: Created month-end long outstanding statement reportsPrepared team’s monthly consolidated working fileManaged the data retention matrixCreated allocation for static data updating for the monthOrganized team events• Weekly Prepared outstanding reports for business partnersAttended meetings with stakeholders for updates and concerns• Daily: Created daily team reconciliation allocationHandled statement administrationReconciled fund positions Created break statistics reportProcessed static data updating Communicated with different clients and fund administrators through emails and phone callsLooked-after colleaguesAdhered to AMLKey achievements:• Was given supervisorial tasks• Became Six-Sigma Yellow Belt certified, which was able to save 0.3 employee count.• Certified as a process trainer and was able to teach new members of the team and had them up and running within 3 days.• Was awarded as 2016 Outstanding Employee of the Year for our team.

Cavite, Philippines

Job specifications:• Managed the whole flow of business• Managed employees• Ensured quality of products produced• Created marketing materials• Overlooked social media marketing• Created company policies• Covered for absent employeesKey achievements:• Started social media presence for the company.• Created first marketing materials such as flyers and posters.• Managed the front of the house during a holiday where we handled 200 customers within the day.

Create annual events plan, budget projection, conduct workshop, write scripts, direct, draw stage lay-out, generate sponsors, advertise

Nz Certificate In Financial Services (Level 5), Financial Planning And Services

Bs Business Administration, Finance And Wealth Management

High School