Emille

Emille Victoria Boniel - Admin & Financial Assistant

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Overview

Looking for part-time work (6 hours/day)

at $12.65/hour ($1,800.00/month)

Bachelors degree

Last Active

April 2nd, 2026 (41 days ago)

Member Since

March 21st, 2024

Profile Description

Proactive and detail-oriented Business Administration graduate with hands-on experience in client database management, email handling, data entry, and meeting preparation. Skilled in using CRM platforms such as Xplan, Fin365, and Microsoft Dynamics 365 to maintain accurate records and support seamless client interactions. Adept at organizing files, preparing templates, performing quality checks, and providing project management support that ensures efficiency and accuracy. Known for taking initiative to solve problems, streamlining repetitive tasks, and delivering results that improve client satisfaction and operational performance.

Top Skills

Experience: Less than 6 months

Experience: Less than 6 months

Experience: 6 months - 1 year

Ability to manage multiple tasks, prioritize responsibilities, and maintain orderly files and records.

Other Skills

Experience: Less than 6 months

In my role as a Client Services Officer supporting a Financial Advisor, I use Microsoft Dynamics 365 to manage client relationships and ensure accurate record-keeping. I handle tasks such as updating client profiles, tracking interactions, managing workflows, and supporting compliance requirements. My experience with Dynamics 365 has strengthened my ability to deliver organized, client-focused service within a financial planning environment.

Experience: 6 months - 1 year

I gained data entry experience during my internship at an IT Solutions and Software company in my previous work. My tasks included entering, organizing, and maintaining accurate records using tools such as Microsoft Word, Excel, PowerPoint, Google Docs, Google Sheets, and Fin365. I’m detail-oriented, efficient, and focused on delivering high-quality, error-free data work.

Experience: 6 months - 1 year

Through my experience in data entry and back office support, I’ve developed a strong attention to detail. I consistently ensure accuracy in handling information, managing records, and supporting customer-related tasks. I’m careful, thorough, and committed to delivering error-free work across various tools like Excel, Google Sheets, Fin365, and internal systems.

Experience: Less than 6 months

I developed strong back office support skills while working as a Customer Support Specialist in a software company. My responsibilities included handling customer inquiries, processing data, managing records, and assisting with issue resolution behind the scenes. I’m experienced in using support tools, documenting cases accurately, and ensuring smooth communication between departments. I’m organized, reliable, and committed to supporting both customers and internal teams efficiently.

Experience: Less than 6 months

As a Client Services Officer in an outsourcing company for Financial Planning, I support a licensed Financial Advisor in managing client relationships and back-end processes. My responsibilities include preparing financial documents, maintaining accurate client records, and assisting in implementing financial strategies. Through this role, I’ve gained a solid understanding of financial planning principles, client servicing, and compliance standards in the financial services industry.

Experience: Less than 6 months

I use Xplan regularly in my role as a Client Services Officer for a financial planning outsourcing company. My tasks include managing client data, preparing and updating financial documents, generating reports, and assisting with workflow processes within the Xplan system. I’m confident in navigating Xplan’s key features to support Financial Advisors in delivering compliant and efficient financial advice.

Basic Information

Age
25
Gender
Female
Website
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Address
Cebu, Cebu
Tests Taken
IQ
Score:  144
English
B2(Upper Intermediate)
Government ID
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