I am an independent and self-motivated professional
searching for a long-term position where I can input my
substantial expertise to use.
To gain knowledge and job experiences from the company
that can help me improve my personality and human relations.
Well-versed in maintaining client service.
Accounting Software [SAGE50 & XERO]
Software Enthusiast
Operations/Leadership Management
Basic Graphic Designing
Social Media Marketing
Procurement
Logistics/Supply Chain Management
Content Creation
Attentive Listening/ Empathy
Time Management
Communications / Verbal & Writing Skills
Design Aptitude
Attention to detail
Teamwork/ Collaboration
Adaptability
Administrative Assistant
Freelancer [Australian Company]
January 2024 - Present
Effective Management of Individual Workflow.
Co-ordinate and manage Division ASIC via Now Infinity including Debtor Report.
Co-ordinate Notice of Assessment ie. BAS - Div293 & IAS
Attending to NOA - PAYG etc. including MyGov Correspondence via ATOmate.
Tax Return Collation via Fuse Sign
Weekly and Monthly Divisional Tax Tracking [ BAS - IAS & ITR]
Quarterly Client running balance reviews from ATO.
WIP to be Billed Reporting [Weekly & Monthly]
Failure to Lodge Penalty Report - Weekly
Preparation of Meeting Agenda and Checking of Presentations.
Weekly Meeting with Office Manager [Workflow Progress]
Team Member: Approved Leave Emails
Preparation of Invoice and Responsible to sent out.
Preparation of various Minutes of Meeting [MOM] timely distribution.
Assist Office Manager with various Marketing Initiatives [including but not limited
to]: Social Media - Bulletin - News - Webinars - Website etc.
Associate II, Customer Specialist
Continuum Global Solutions, Inc.
October 2023 - January 2024
Responding to customer inquiries: I need to answer questions and provide
information to customers regarding their healthcare accounts,
such as benefits, coverage, formulary, and claims.
Resolving customer issues: I need to address and resolve customer
complaints and issues related to their prescription drug plan, such as
billing errors or claim denials.
Providing customer support: I need to offer support and guidance to
customers throughout the process, including enrollment, renewals.
Maintaining customer records: I need to accurately document customer
interactions, including inquiries, complaints, and resolutions, to maintain
accurate customer records.
Collaborating with other departments: I need to work closely with other
departments, such as onshore, clinical, care exception and pharmacists,
to ensure timely and accurate resolution of customer issues.
Customer Service Advisor
Concentrix Daksh Services Philippines Corp.
January - June 2022
Customer Service Advisor
Concentrix CVG Philippines, Inc.
August 2021 - January 2022
Consultant
Nutec Feeds & Solutions, Inc
January - July 2021
Assist consumers with their ticket reservations.
Answer/assist with problems such as flight tracking and resolving any
issues with their ticket.
Using a range of tools that will be taught in class and will be used
depending on the issues/concerns raised by your customer.
We will also interact with representatives from other organizations. We
have internal (representatives from various departments) and external
(Other Airlines, Travel Agencies, Rates, and Travel Ready Center,
among others).
Inform the consumer with the terms and conditions.
Service request processing.
Help consumers cancel their reservations
Refund processing: Instruct clients on how to obtain refunds via
website.
Providing Comprehensive Customer Service for Online Shopping.
Our team is dedicated to assisting customers throughout the online shopping
experience. Whether it's helping to
place an order or resolving any concerns after the purchase, we're here to help.
We'll teach how to use a variety of tools to address and resolve any issues that
customers may have.
Additionally, we'll connect with third-party representatives from both internal
(Store Reps and department
representatives) and external (Carrier and Bank Representatives, among others)
sources to ensure that any
customer concerns are addressed and resolved.
Moreover, we'll inform customers about exclusive promotions and deals that
they're eligible for.
Lastly, we'll handle the return and reshipment of any lost or damaged items,
making sure the customer's shopping experience is as seamless as possible
Controlling Income & Expenditures
Compiling and Presenting Reports
Dealing with Insolvency cases
Attending Audit Firm inquiries and requirements.
Reliever for any position especially in Accounts Payable.
AR & Treasury Accountant
Nutec Feeds & Solutions, Inc
March 2017 - July 2020
Accounting Assistant
DW Capital Inc.
May 2011 - March 2017
Ensure coordination of the statutory audit, year in and year out, and resolve all
possible queries.
Check and verify cash transactions; investigate and propose possible resolution
for any discrepancies.
Maintain and manage the cash management system of the company and their
payment mechanism.
Responsible for following up on financial proceedings, and ensuring tasks are
completed on schedule.
Ensuring that Clients are properly billed for goods they buy.
Responsible to ensure that the correct amounts are collected in a timely
manner.
Respond to and resolve client’s billing issues and questions. Assist in preparing
detailing accounts receivable status.
Handled Administrative Task
Assist consumers with their ticket reservations.
Answer/assist with problems such as flight tracking and resolving any
issues with their ticket.
Using a range of tools that will be taught in class and will be used
depending on the issues/concerns raised by your customer.
We will also interact with representatives from other organizations. We
have internal (representatives from various departments) and external
(Other Airlines, Travel Agencies, Rates, and Travel Ready Center,
among others).
Inform the consumer with the terms and conditions.
Service request processing.
Help consumers cancel their reservations
Refund processing: Instruct clients on how to obtain refunds via
website.
XERO Advisor Certified
XERO Website
January 20, 2024
Social Media Marketing Course
15 HRS. - Live Sessions via Zoom
Real Estate VA Training
9 HRS. - Live Sessions via Zoom
Special Lecture of Interest: "Kamalayang Pilipino"
GSIS - Live Sessions via Zoom
NSTP/CWTS Immersion: Awareness
Polytechnic University of the Philippines
February 1, 2020
Building Customer Connections through Technology
Polytechnic University of the Philippines
February 1, 2020
4th Philippine Tax and Accounting Congress
Powermax Consulting Group Inc.
September 14 & 15, 2017
Certification Seminar for Associated Person
Securities and Exchange Commission
December 10 - 12, 2013
PSE Edge Training
Philippine Stock Exchange
November 27 - 29, 2013
Certified Securities Representative
Securities and Exchange Commission
English Language Proficiency
Technical Education and Skills Development Authority
(TESDA)
June - July 1, 2022
July 2 - 6, 2022
June 10, 2022
May 30 - June 1, 2012
May 24 - June 25, 2010
Available upon request
Lorena De Guzman Naguiat
Applicant's Signature