Marianne Krystia

Ares

Cebu City, Philippines

+639*********

adyhjw@r.postjobfree.com

www.linkedin.com/in/marianneares

Experience

OCTOBER 2022 – PRESENT

Paraplanner/Virtual Business Partners Ltd. Pty.

• Certified with RG-146 Advanced Diploma for Paraplanning.

• Prepare Statement of Advice (SoA) and Record of Advice (RoA) documents, Personal Insurance cover quotes, and client review documents related to investment strategy and portfolio re- weighting.

• Enter client data, perform Financial Modelling, and compare different financial planning modelling scenarios for clients into Financial Planning software (XPlan).

• Follow-up information from Fund Managers, Share Registries and Banks.

• Performed client-facing tasks that require providing quality service through direct meetings via zoom, online messages, or phone conversations.

SEPTEMBER 2022 – NOVEMBER 2022

Online Tutor/Tutoring Club Cebu (Part-Time)

• Utilized Zoom and Twiddla for online teaching sessions

• Taught in a range of subjects e.g., Algebra, Physics, English, Geometry for students aged around 7 – 19

• Prepared lesson plans and activities to ensure a smooth and productive session APRIL 2022 – OCTOBER 2022

Design Engineer/DASH Engineering Phils. Inc.

• 2D and 3D drawing preparations for steel platforms using modelling software like AutoCad and Tekla Structures.

• Analyzed project scope documents to create accurate cost estimates and utilized material take- off software like Excel and PlainSwift to finalize figures.

• Drafted reports through MS Word and MS Excel for management. JULY 2021 – APRIL 2022

Mission Control Analyst/Teleperformance

• Acquired data for agents’ KPIs from Genesys Cloud, Salesforce, and IEX to be analyzed by MS Excel templates utilizing Macros to be presented to clients and managers

• Real-time monitoring of agents’ activities through IEX to ensure they adhere to their given schedules

• Participated in daily, weekly, and monthly meetings personally or virtually through MS Teams with offshore clients and managers to report on production progress, current situation, and action plans for future goals to be met.

2

OCTOBER 2020 – JULY 2021

Customer Service Representative (Billing Specialist)/Teleperformance

• Assisted customers with account and billing concerns by using Salesforce to check, update, and generate information to meet customer requests.

• Encoded important customer requests in their account through Salesforce, and cooperated with other specialists via Outlook for out-of-scope requests from customers Skills

• Proficient in Microsoft 360 applications, especially for Data Entry like Excel and Word

• Excellent communication and critical thinking skills

• Knowledgeable in cost estimates, AutoCad, and material handling

• Billing ledger expert; can work with numbers in a short amount of time

• Creative writer for content, reports, etc.

Education

MARCH 2020

Bachelor of Science in Civil Engineering/Cebu Institute of Technology – University Organization/s: Non-Academic Scholar (June 2016 – October 2018) MARCH 2015

High School Graduate/Passionist Sisters’ School

Organization/s: Editor-in-Chief for the School Paper; Student Council Officer

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