Jazmine P.
Junior Finance and Administrative Assistant
Open to offersNew to PlatformAbout
Jazmine Anne P. is an experienced Treasury Assistant and Virtual Assistant who has contributed to business administration and financial management in both corporate and remote settings. At Manila Southern Associates Inc. (SM Rosario Branch, Cavite), she supported treasury operations through responsibilities such as accurate posting of exchange rates, managing cash boxes, handling remittance and foreign exchange transactions, and ensuring compliance with KYC/AML regulations and company policies. Transitioning to Covengo Mortgages Inc. in Vancouver, she efficiently managed email correspondence, data entry, and mortgage loan document preparation. Her expertise includes database management, client communication, and proficiency with industry tools like monday.com, Microsoft Teams, Velocity Application, Google Calendar, and Fast-key Tool, underscoring her technical adaptability in the finance and mortgage domains.
Experience
Virtual Assistant - WFH
Covengo Mortgages Inc - 601 W Broadway, Vancouver, BC, V5Z4C2 · 2024 — 2025Oversaw email correspondence by ensuring timely responses and proper documentation, processed accurate data entry, and maintained an organized database. Delivered client updates and managed handling of inquiries to maintain satisfaction. Reviewed and prepared mortgage loan documents. Utilized tools including monday.com, Velocity Application, Microsoft Teams, Google Calendar, and Fast-key Tool for workflow organization and task execution.Treasury Assistant
Manila Southern Associates Inc - SM Rosario Branch at Cavite · 2022 — 2024Handled cash boxes release and recording, performed remittance transactions such as BDO Remittance, Palawan Express Padala, Cebuana Lhuiller, and Western Union, and maintained accurate posting of exchange rates while addressing customer inquiries. Carried out Foreign Exchange sales transactions and verified currency authenticity and information accuracy. Managed and accounted for petty cash funds and administered KYC Compliance Process involving customer information collection, ID Verification, Customer Due Diligence (CDD), Enhanced Due Diligence (EDD), risk assessment, and customer classification to ensure compliance with AML/KYC regulations and internal policies.
Skills & Expertise
Education
- Bachelor of Science in Business Administration - Financial ManagementNew Era University - Main Campus · 2018 — 2022
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