Ron Boniol

Virtual Assistant┃Financial Planning Assistant┃Client Services Officer

Message

Intro

Philippines

Client Services Officer at SMSF Paraplanners

Studied Management (Business, Operations, Human Resources, Finance) at University of the Philippines

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Joined May 26, 2023

Skills

Languages

English

Fluent

About

Dedicated and detail-oriented Financial Planning Assistant / Client Services Officer with extensive experience in providing virtual administrative support to Australian financial advisers. Proficient in organizing tasks, managing calendars, and handling communication. Adept at utilizing digital tools and maintaining confidentiality. Committed to enhancing efficiency and productivity in remote work environments.

Experience

SMSF Paraplanners

Jul 2023 – Present

Cebu City, Philippines

Client Services Officer

Provide remote administrative support to an Australian financial adviser - preparing documents for client appointments to lodgments and implementation.

VBP Back Office Solutions

Apr 2021 – Jul 2023

Cebu City, Philippines

Financial Planning Assistant

Provided remote administrative support to Australian financial advisers - setting appointments, preparation of documents, in depth risk and insurance research, lodgments and implementation.

Education

University of the Philippines

Aug 2015 – Jun 2019

Bachelor’s Degree, Management (Business, Operations, Human Resources, Finance)