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Angelica B. — Mid-Level Executive Assistant - Wealth Management from Philippines

Angelica B.

Mid-Level Executive Assistant - Wealth Management

Philippines 6+ years 70000 - 120000 USD per month
Open to offersNew to Platform
Languages
English
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About

Angelica B. is a seasoned Executive Assistant and Operations Manager with over eight years of dedicated experience in supporting C-level executives across diverse industries including wealth management, e-commerce, and finance. Presently serving at LexION Capital Management LP, she provides high-level operational and administrative support to the CEO, utilizing tools like ClickUp and Advyzon to streamline project workflows, manage team priorities, and ensure regulatory compliance. Her expertise extends to full-cycle recruitment, training, and mentoring new hires, crucial for maintaining robust operational standards. Angelica meticulously manages client relationships, ensuring accurate processing of management fees and the generation of insightful investment reports. Her adept use of Microsoft Office, Google Workspace, and DocuSign underpins her ability to handle confidential client requests with exceptional service standards. Additionally, her experience in project coordination and workflow optimization is evidenced by her contributions to companies such as IBM Business Services Inc. and other roles within the academic and recruitment sectors. Angelica's educational foundation in Computer Science from Bicol University Polangui Campus complements her technical prowess and systematic approach to managing intricate business operations.

Experience

  • Executive Assistant to the CEO

    LexION Capital Management LP · 2025 — 2026
    Provided high-level operational, administrative, and strategic support in a wealth management firm. Managed project workflows using ClickUp to keep projects on schedule. Led full-cycle recruitment including job postings, candidate screening, and onboarding new employees. Trained new team members on processes and best practices. Supported compliance initiatives through accurate documentation and monitoring regulatory requirements. Processed client management fees via Advyzon and Schwab Advisor Center. Generated monthly client portfolio statements and investment reports, ensuring detail-oriented confidentiality. Assisted with investment operations and handled trades and account transactions. Performed portfolio rebalancing to maintain target asset allocations. Mapped municipal bond data to aid in portfolio analysis. Prepared client documentation through DocuSign, emphasizing accuracy and compliance.
  • Administrative & Operations Manager

    Academy of Kabbalistic Astrology · 2025 — 2026
    Oversaw daily operations across administration, HR, student support, marketing, and academic departments. Managed full-cycle recruitment processes, onboarding, and employee management while fostering a positive team culture. Developed and optimized SOPs and internal workflows to enhance efficiency. Provided executive support through calendar management and project coordination for leadership. Coordinated online courses and events, managing budgets and logistics.
  • Senior Finance & Business Administration Analyst (Subject Matter Expert)

    IBM Business Services Inc. · 2020 — 2024
    Managed business accounts for Farnell EMEA, process payment transfers, and account maintenance. Conducted credit risk assessments for new trade applications using Bureau van Dijk and Creditsafe. Performed fraud prevention and account verification by analyzing financial data for compliance. Acted as a Subject Matter Expert, providing guidance and mentoring for credit management processes. Developed work instructions and maintained documentation to improve operational efficiency.

Skills & Expertise

Education

  • Bachelor of Science in Computer Science
    Bicol University Polangui Campus · 2013 — 2017

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