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Shane T. — Mid-Level Financial Planning Assistant from Australia

Shane T.

Mid-Level Financial Planning Assistant

Australia Less than 1 year
Open to offersNew to Platform
Languages
English
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About

Shane M. holds a Bachelor of Science in Business Administration major in Financial Management from Xavier University – Ateneo de Cagayan. Shane has experience in the finance, government, customer service, education, and sales sectors through diverse roles such as Financial Planning Assistant at VBP, Administrative Assistant at DPWH in Region X, and Customer Service Representative with both Teleperformance Cebu and Azpired. Shane’s background includes university student assistantship, independent business distribution, and an internship with the Social Security System. Demonstrating proficiency in legal documentation & file management, data entry, reporting, and file tracking, Shane is also skilled in Google Workspace and MS Office. The combination of involvement in feasibility studies, business competitions, seminars, and awards such as Certified Financial Market Professional further underscores Shane’s grounding in financial administration.

Experience

  • Financial Planning Assistant (FPA)

    VBP (Vital Business Partners) · 2025 — 2026
    Assisted in financial planning activities and documentation while maintaining client communication.
  • Admin. Assistant III

    Region X – DPWH · 2023 — 2023
    Provided administrative support, including data entry and file management, within the department.
  • Customer Service Representative

    Teleperformance · 2019 — 2020
    Handled customer inquiries, ensuring quality service and efficient communication through various channels.
  • Customer Service Representative

    Azpired · 2018 — 2019
    Managed customer interactions, contributing to service delivery in a seasonal account focused on client satisfaction.
  • Student Assistant

    Xavier University · 2018 — 2018
    Supported university operations by managing documentation and assisting with academic tasks.
  • Sales Manager

    Independent Business Distributor · 2015 — 2017
    Oversaw sales operations and client relations for a distributor firm, facilitating business growth.
  • Intern

    Social Security System (SSS) · 2017 — 2017
    Engaged in practical training through various tasks, gaining insights into government operations and client services.

Skills & Expertise

Education

  • Bachelor of Science in Business Administration Major in Financial Management
    Xavier University – Ateneo de Cagayan · 2018 — 2019

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