Skills
Accounting
Less than 6 Months
Office and Administration
2-5 Years
Experience highlights
Client Service Associate
SJ Butler Financial Planning
·
December/2024
–
/
I am currently in charge of updating our client's portfolio investments and insurance. I also call providers when our advisers needs more information in regards with their assets. I collate reports for record keeping purposes. I am also assigned on implementation tasks such as prefilling forms, admin tasks and maintaining our master file up to date.
Administrative Officer
Alpha Caliber Holdings Inc.
·
February/2021
–
Present
I efficiently assign daily tasks to field staff to ensure smooth coordination and on-time project completion. I oversee a diverse team, promoting collaboration and optimizing resources for seamless operations. I lead regular team meetings to enhance communication, address challenges, ensuring everyone is aligned with our goals. I also manage and update the master file to maintain accurate records and streamline operations.
Accounting Associate
Quinta Landholdings Inc
·
May/2019
–
Present
I provided valuable assistance to our Senior Accountant by contributing to a wide range of accounting tasks, including payroll, bookkeeping, updating financial records and general ledger, bank reconciliation, preparing bank deposits, processing invoices and payment checks, facilitating efficient financial operations and reporting.
I regularly update and maintain the company's financial books, ensuring accurate and up- to-date records that are vital for financial transparency and decision-making.
