Mitzi M.
Virtual Assistant
Actively lookingNew to PlatformAbout
Brings a wealth of experience across educational and financial sectors. She expertly managed comprehensive student records within a primary School Information System, ensuring accuracy and confidentiality in data handling. Her proficiency extends to designing intricate Excel and Google Sheets trackers for enrollment trends and institutional metrics, facilitating strategic presentations to key educational stakeholders. In her role as a School Registrar, she managed the end-to-end enrollment process and conducted webinars on financial aid. Transitioning to a financial realm as a Wealth Planner, Mitzi provided key remote database management and cloud-based document support, enhancing client pipeline workflows. Her expertise in CRM pipelines, lead generation, and customized financial proposal drafting underscores her value in aligning business processes for optimization and growth. Mitzi is currently advancing her education with a Master of Arts in Vocational Education from Cebu Technological University.
Why hire me
You should hire me because I bring a strong combination of administrative precision, business acumen, and proactive problem-solving. With nearly seven years of experience as a school registrar, I have built expertise in compliance, data management, and handling high-volume documentation with accuracy and confidentiality. I am skilled in organizing complex information, creating efficient tracking systems using Google Workspace and Excel, and transforming disorganized data into clear, actionable processes. My experience as a Financial Wealth Planner has strengthened my ability to manage CRM pipelines, conduct outbound prospecting, assess client needs, and handle high-pressure situations professionally. This blend of operational efficiency and client-focused service allows me to contribute both behind the scenes and in client-facing roles. I work independently, improve workflows, and create systems that save time, strengthen operations, and support business growth.
Experience
Financial Wealth Planner
FWD Insurance · 2022 — 2024I built a strong, relationship-driven foundation centered on consultative client relations, proactive pipeline management, and strategic problem-solving. I spearheaded targeted outbound lead generation and prospecting strategies to consistently nurture a robust pipeline of qualified prospects. Highly skilled in conducting deep-dive discovery sessions and financial needs analyses, I excelled at diagnosing client vulnerabilities and designing customized financial structures and risk-management proposals tailored to their long-term goals. To ensure absolute operational accuracy, I maintained meticulous CRM pipeline hygiene, systematically archiving client intake metrics, interaction histories, and transaction workflows. This background sharpened my ability to translate complex financial concepts into clear, actionable advice,School Registrar
St. Mary’s Academy of San Nicolas · 2011 — 2018I directed complex institutional operations, serving as the central administrative hub for executive leadership and maintaining absolute data integrity across high-volume database systems. I mastered the management of sensitive, strictly confidential records within primary School Information Systems, ensuring a zero-error margin for compliance metrics, enrollment data, and scholastic certifications. Methodical and systems-oriented, I routinely built and audited advanced tracking frameworks in Google Workspace and MS Excel to deliver clear, actionable operational reports directly to the School Head and Directress. Beyond backend data hygiene, I managed the end-to-end student intake and admissions pipeline—optimizing workflows, troubleshooting procedural bottlenecks, and leading large-scale public
Skills & Expertise
Education
- Master of Arts in Vocational Education - with unitsCebu Technological University · 2022 — Present
- Bachelor of Secondary EducationCebu Technological University - Main Campus · 2007 — 2011