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Fiverr Pro
Italiano
$
USD
Kimberly C
@kim_cerrudo
Team Administrator Document Control Professional
Emirati Arabi Uniti
Tagalog, Inglese
Chi sono
I am a dynamic and detail-oriented administrative professional with a Bachelor of Science in Computer Science and experience across insurance, financial services, and document control. I have a proven track record in managing client records, processing financial requests, and ensuring compliance in document management. I possess strong analytical skills and am proficient in CRM software.
Competenze
Kimberly C
offline •
Tempo di risposta medio: 1 ora
Consulta i miei servizi
Digitazione dati
I will data management pro and client document support relations expert
Esperienza lavorativa
Team Administrator
deVere Acuma • Full time
Apr 2025 - Jun 2026 • 1 yr 2 mos
• Maintained and updated sales boards, institutional contact databases, and weekly forecasting/status reports, while providing comprehensive administrative support to the sales and advisory team. • Updated and maintained accurate client records within the CRM system; prepared and issued new business packs for pension and non-pension products. • Reviewed, checked, and processed signed client documentation and submitted cases; followed up on outstanding requirements to ensure timely case completion. • Created DVIL packs and distributed documents through DocuSign for DFM and dealing services. • Completed and processed required paperwork in line with consultant and Business Development Associate (BDA) requests. • Sent dealing instructions, switch forms, and additional servicing documents to clients via DocuSign. • Processed client servicing requests including withdrawals, reinstatements, premium holidays, and other policy amendments. • Managed client correspondence regarding withdrawal requests and outstanding documentation, and liaised with financial institutions to resolve issues relating to online systems and account access. • Coordinated with Malta operations and broker support teams, handled changes to RWL systems, and performed ad hoc administrative and operational duties as required.
Document Controller
INJAZ • Full time
Jun 2024 - Feb 2025 • 8 mos
• Prepared and managed transmittals for shop drawings, as-built drawings, and RFIs, and processed requests for concrete material and equipment per project specifications. • Assisted management with administrative tasks to support project objectives and deadlines. • Maintained organized documentation in accordance with company standards and regulatory requirements.
Junior Administrator
deVere Acuma • Part time
Jan 2024 - Apr 2024 • 3 mos
• Managed daily communication with clients and financial institutions via email and phone, ensuring timely, professional responses; processed client dealing instructions, including withdrawals and onboarding documentation (sign-up packs). • Prepared and distributed weekly forecast reports to support team planning and performance tracking, while providing ongoing client servicing and maintaining strong client relationships.
