Rochelle Buyugawan
Toronto,ON
Summary
Financial Adviser; HR/Administrative Manager
Organized and dependable candidate successful at managing multiple priorities with a positive attitude.
Willingness to take on added responsibilities to meet team goals.
Overview
15
15
years of professional experience
Work History
Financial Adviser
NEXUS INSURANCE BROKER
Dubai, United Arab Emirates
2015.01 - 2023.06
- Met with clients to discuss assets, expenses and long-term and short- term investment goals to devise personalized financial plans
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts
- Provided specialized financial planning support for clients with diverse portfolios and individual needs
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs
HR/Administrative Manager
CHOICE MEDICAL COMMUNICATIONS
Dubai,United Arab Emirates
2011.01 - 2015.01
- Communicated corporate objectives to various divisions to meet deadlines and adhere to company budgets
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving
- Dubai +971 50 618 6337 icechelle@yahoo.com
Office Manager
AIM HIGH EDUCATIONAL CENTER
Dubai, United Arab Emirates
2010.01 - 2011.01
- Established workflow processes, monitored daily productivity and implemented modifications to improve overall performance of personnel
- Delivered performance reviews, recommending additional training or advancements
- Developed standard operating procedures for all administrative employees
- Analyzed data related to administrative costs and spending trends to prepare budgets for personnel
- Evaluated employee records and productivity and submitted evaluation reports
- Maintained computer and physical filing systems
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
Document Controller/Exec Assistant
HOUSE OF EQUIPMENT, ARABTEC HOLDING
Dubai, United Arab Emirates
2008.01 - 2010.01
- Opened, read and replied to e-mails, letters and correspondence on behalf of executives.
- Coordinated meeting and work schedules for staff teams and executives.
- Scheduled and arranged travel and hotel reservations for meetings, conferences and seminars.
- Set up meeting and event logistics for senior management and updated calendars.
- Made travel arrangements to provide executives seamless and travel policy-approved business trips.
Administrative Coordinator
Belhasa Group of Companies
Dubai, United Arab Emirates
2008.05 - 2008.08
- Answered phone calls, provided information and connected callers to appropriate personnel.
- Maintained office supplies by checking inventory and ordering items.
- Made copies, sent faxes and handled all incoming and outgoing correspondence.
- Developed successful filing system to increase ability to retain and recover documents, reports and records.
- Composed and edited complex and sensitive correspondence, reports and documents.
Education
Bachelor of Science - Banking And Finance
Saint Louis College
Tuguegarao03.2000
Certified Institute Insurance Certificate Level 1 ADMINISTRATIVE COORDINATOR -
Skills
- Investment advice
- Organized managerial style
- Managerial skills
- Manager support
- Written Communication
- Active Listening
- Organization and Time Management
- Teamwork and Collaboration
- Employee Support
- Performance Assessment
- Training Programs
- Team Building
- Recordkeeping
- Recruitment and Hiring
- Payroll Coordination
Timeline
Financial Adviser
NEXUS INSURANCE BROKER
2015.01 - 2023.06
HR/Administrative Manager
CHOICE MEDICAL COMMUNICATIONS
2011.01 - 2015.01
Office Manager
AIM HIGH EDUCATIONAL CENTER
2010.01 - 2011.01
Administrative Coordinator
Belhasa Group of Companies
2008.05 - 2008.08
Document Controller/Exec Assistant
HOUSE OF EQUIPMENT, ARABTEC HOLDING
2008.01 - 2010.01
Bachelor of Science - Banking And Finance
Saint Louis College