Calendar Management:• Expertly manage and coordinate professional and personal calendars to ensure optimal time utilization and prevent scheduling conflicts.• Schedule and confirm appointments, meetings, and events, including personal engagements, while preparing and distributing agendas and materials in advance.Travel Management:• Handle all aspects of travel arrangements, including researching and booking flights, hotels, and rental cars, while developing detailed itineraries for seamless travel experiences.Inbox Management:• Efficiently manage and organize the email inbox, prioritizing messages for timely responses, and responding to personal correspondence while ensuring prompt attention to professional emails.Project Management:• Lead assigned projects from inception to completion, coordinating cross-functional teams and tracking project milestones to ensure alignment with organizational goals.Research:• Conduct thorough research on various topics, synthesizing findings into comprehensive reports to aid in decision-making.Financial Management:• Oversee payment processing and purchasing activities, ensuring accuracy in record-keeping and timely transactions.Digital File Management:• Organize and maintain digital files, ensuring all documents are accessible, up-to-date, and systematically categorized.• Implement efficient filing systems for easy retrieval of important information, ensuring compliance with organizational standards.

• Handling and supporting the team in daily operations to ensure that all deliverables are satisfactorily met.• Encourages team members, including communicating team goals and identifying areas for new training or skill checks.• Assist recruitment with hiring processes and new team member training.• Answer the team member's query, assist with team member's concerns, and oversees team member work for quality and guideline compliance.• Meet with clients and communicate deadlines, production goals, and operational changes to team members.• Generate and share comprehensive and detailed reports about account performance with clients.• Providing quality customer service, including interacting with customers via email - answering customer inquiries, and effectively handling customer issues.

• Transcribing audio/video/text files, particularly for financial accounts.• Processing data management tasks by performing detailed research on each contact in order to ensure the corresponding information of the client is up-to-date in the CRM.• Building rapport and communicating with clients.

• Organizes workflow and appointments by reading and guiding the AI scheduler to route correspondence, collect customer information and manage assignments.• Maintains customer confidence and protects operations by keeping information confidential.• Keeps equipment operational by following manufacturer instructions and established procedures.• Secures information by completing database backups.• Contributes to team effort by accomplishing related results as needed.

• Manages/transfers client assets according to investment preferences and goals.• Keen scanning and reviewing legal documents for the required information to proceed with the transfer of assets.• Processing data management tasks by transferring all the necessary details from image files to an Excel format in preparation for bulk assets transfer.

• Communicating with customers via inbound/outbound calls and processing payments.• Issuing customer refunds when necessary.• Encouraging on-time payments by creating a payment plan to prevent delinquent accounts.• Collaborating with the sales department to keep client accounts updated.

• Monitoring the flow of traffic in EDSA.• CCTV installation/maintenance in EDSA.• Monitoring the water level across Metro Manila.• Radio tower/antenna maintenance in the outskirts of Metro Manila.