Administrative Virtual Assistant
Pampanga
Results-driven Administrative and Banking Professional with over 10 years of combined experience in administrative support, banking operations, loan processing, client relationship management, and accounting support. Skilled in coordinating business operations, managing client communications, preparing reports and documentation, and utilizing platforms such as Xero, Xero Practice Manager, TaxDome, Hubdoc, SuiteFiles, and Microsoft Office. Recognized for strong organizational skills, attention to detail, and the ability to manage multiple priorities while delivering exceptional customer service. A proactive and dependable team player committed to improving processes, maintaining confidentiality, and contributing to organizational success through professionalism, efficiency, and a client-focused approach.
TOA Global, full_time
Jul 2023 to Present
Manage and distribute client documents, including Individual Tax Returns, Activity Statements, and other tax-related forms, for electronic signing using SuiteFiles and SignRequest. • Serve as the primary point of contact for client communications by responding to emails and handling inbound and outbound phone calls, providing timely and professional customer support. • Coordinate accountants' schedules by managing calendars and arranging client appointments. • Create jobs, prepare invoices, and process payment reconciliations using Xero. • Complete tax lodgments through Xero Practice Manager. • Monitor, organize, and upload client documents in TaxDome to maintain accurate records. • Set up Australian Taxation Office (ATO) payment plans through the ATO Portal. • Process company registrations and Australian Business Register (ABR) applications, ensuring compliance with Australian business registration requirements. • Monitor Australian Securities and Investments Commission (ASIC) statements through NowInfinity. • Publish invoices from Hubdoc to Xero for efficient bookkeeping workflows. • Assign and reconcile client payments using CommBiz. • Process client payments securely through Square and accurately record transactions. • Prepare and issue client engagement letters and other client- facing documentation. • Create and maintain standardized email templates, correspondence, and administrative documents to improve communication efficiency. • Maintain and update client information across multiple systems to ensure data accuracy and compliance. • Develop user-friendly instruction manuals, process documentation, and training materials using Canva. • Provide comprehensive administrative, accounting, and client support while maintaining a high level of professionalism, accuracy, and confidentiality
BDO Unibank, Inc, full_time
Jun 2016 to Jun 2023
• Provided administrative and operational support to Relationship Managers in handling commercial and corporate banking accounts. • Managed the day-to-day requirements of commercial clients, including loan renewals, availments, restructuring requests, extensions, and payment due monitoring. • Coordinated the end-to-end collection, verification, and organization of documents required for loan processing, ensuring completeness and compliance with bank policies. • Prepared and maintained monthly portfolio reports, statements of account, and other management reports to monitor client facilities and account performance. • Monitored loan accounts, credit lines, and payment schedules to ensure timely follow-ups and accurate record-keeping. • Managed the calendars of Relationship Managers by scheduling client meetings, appointments, and business calls while coordinating with internal and external stakeholders. • Served as a primary point of contact for clients by responding promptly to inquiries through phone calls, email, and SMS, providing professional customer service and timely updates. • Assisted in preparing correspondence, client letters, reports, and other banking documentation to support daily operations. • Maintained accurate client records and ensured confidential handling of sensitive financial information. • Collaborated with internal departments to facilitate loan processing, documentation, and client requests, ensuring efficient service delivery and compliance with banking procedures. • Built and maintained positive relationships with clients by delivering responsive, high-quality administrative and customer support.