World Financial Group (WFG)

Managed and updated client cases as a Virtual Assistant for a financial advisor.
Conducted regular follow-ups with clients to ensure their needs were met.
Assisted in maintaining accurate and up-to-date client records and documents.
Provided administrative support to the financial advisor, including scheduling meetings and managing emails.
Collaborated with the financial advisor to develop effective strategies for client engagement and retention.
Utilized various software and tools to streamline processes and enhance productivity.
Demonstrated strong attention to detail and organizational skills in handling client information.
Maintained confidentiality and handled sensitive client data with utmost professionalism.

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Carlyn Gladys Padoga's Linkedin Analytics

Carlyn Gladys Padoga

Performance Score

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