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Life Insurance Financial Advisor

Location:
San Francisco, CA
Posted:
March 27, 2024

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Resume:

LIBERTY DING 415-***-****

**** ******* ******, **-***** ad4l8u@r.postjobfree.com

SKILLS: Organized and detail oriented

Knowledge of Quickbooks, Microsoft Word, Excel & Powerpoint

EXPERIENCE:

AP/ Temp Help – GCI, General Contractor ( 3BridgeNetworks Staffing ) Feb, 2020 to June, 2020

*Organized and filing of California Preliminary Noticed for year : 2017, 2018, 2019, 2020

*Filing of “Unconditional Waivers” for Release of <VENDORS> Progress and Final Payments

Batch Checker – Moscone Cenvention Center July, 2018 to January, 2020

*Monitoring and guiding Attendees to appropriate Vendor’s Booth and Meeting Rooms

Financial Advisor – Exertus Financial Group February, 2017 to June, 2018

Analyzes and provided Life Insurance & Retirement Solution based on Individual needs

Bookkeeper – United Educator of San Francisco February 2016 to Jan, 2017

Handled & prepared (Bi-weekly & Monthly) Payroll thru PayChex reporting

Reconciliation of Monthly Bank Accounts using Quickbooks

Posting Receipts into appropriate accounts and sending Deposits to Bank using Courier

Performing Research, Scheduling and Printing checks Payables

Bookkeeper/Transactions Coordinator – Loans Realty Group Jan, 2011 to December, 2015

Preparing Monthly & Yearly Expense Reports using Excel

Collecting -Seller & Buyer’s C.A.R. documents & other requirements by the Title Company

EDUCATION: Far Eastern University - Manila, Philippines

(Bachelor of Science in Business Administration / Accounting Major)

City College of San Francisco - Excel, Quickbooks, Real Estate (2015)



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