Cristmhon V.

Organized multiple shared inboxes by managing insurer correspondence and maintaining precise records within CRM systems. Updated client contact details in both internal databases and insurer platforms. Enhanced communication efficiency and service quality by promptly responding to emails from clients and stakeholders. Conducted research to summarize content for executive blogs and managed the scheduling and publishing of posts on various platforms. Ensured accuracy in financial records through the reconciliation of weekly GST transactions using Xero. Maintained spreadsheets pertaining to loans, investments, and adviser commissions, while implementing SMS reminder systems to reduce meeting no-shows and boost client attendance. Prepared thorough insurance summaries, investment reports, and quote comparisons as needed. Updated website content while also coordinating monthly email campaigns for client reviews. Created infographics and managed LinkedIn posts to foster client engagement and enhance brand presence.

Produced accurate transcriptions of live classes, adhering to strict formatting standards while delivering high-quality results within set deadlines.

Managed the digital filing system by organizing construction plans, permits, and receipts for easy access and accuracy. Coordinated with suppliers to obtain quotes, follow up on orders, and ensure effective communication. Reviewed and analyzed material quotations to facilitate cost-effective purchasing decisions. Assisted in the processing and tracking of permit applications, ensuring compliance with submission deadlines and requirements.