Alyssa Metiam
Client Service Administrator at Finsec Partners Pty Ltd
Based in Philippines
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Seniority
Staff
Department
Customer/Client Service
Location
Philippines
Industry
Financial Services
Company size
33
Contact information
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a•••••••@finsecpartners.com.au
Phone
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Background
About Alyssa Metiam
As a dedicated Junior Administrator, I bring a strong passion for financial planning, a meticulous eye for detail, and a commitment to supporting clients and advisers with exceptional administrative and technical skills.I focus on managing day-to-day tasks, maintaining client records, preparing review reports, liaising with providers and ensuring seamless communication within the team. I am experienced in using industry-specific software, such as Xplan to improve workflow efficiency and accuracy.I’m always open to new challenges and opportunities to develop my expertise, and I look forward to making a positive impact in the financial planning industry as I grow professionally.
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