RAY ROEM V. TASIC
ADDRESS: #2 Purok 2 San Vicente Quebiawan
City of San Fernando, Pampanga
PHONE: -
EMAIL:-
Professional Profile
I bring a postive outlook with an eagerness to learn whilst always striving for excellence. I am a
conscientious, responsible person who manages tasks proactively with minimal supervision. I can
be counted on to get things done. I have an ability to see repetitive tasks and build intuitive
automation sequences for my team - allowing them to focus on what matters most – our client
relationships.
PROFESSIONAL EXPERIENCE
TOA Global
2nd floor, Business Center 11, Philexcel Business Park
Manuel A. Roxas Highway, Clark Freeport
Zone, Pampanga, Philippines
Position: Virtual Assistant to owner of Australian Accounting practice (“Heinemann
Enterprises”)
January 2021-Present
Tasks / Responsibilities:
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Performing administrative tasks for the Client (Letters,encoding timesheets, preparing
social media post via BOMA and articles for website using Knowledgeshop);
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Proactively monitoring ASIC balances using NowInfinity sending reminder email for the
clients;
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Assisting Client with software management including Xero subscriptions, Jobs, User
access rights etc;
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Preparing BAS/ITR Prefils for clients;
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Setting up Client Profile using information from ATO;
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Preparing reports for the Clients’ ASIC Annual Statements Balances;
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Encoding/Preparing Bank statements in Xero and Class;
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Preparing and invoice for Clients;
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Contacting the Supports for Client’s query in Xero, Class, NowInfinity,Sage and other
applications being used;
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Saving Clients’ documents into their FYI documents section.
Position: Virtual Assistant to owner of Australian Accounting practice (“Catalyst Plus”)
April 2019-January 2021
Tasks / Responsibilities:
•
Customer service management - answering group inbox emails or allocating to relevant
account managers; and fielding phone calls;
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Organising the Client’s calendar – ensuring appropriate breaks;
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Performing administrative tasks for the Client (Letters, editing social media images,
typing tasks via dictation);
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Managing Social Media (Facebook and YouTube);
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Setting up email automation for the business using ActiveCampaign and ensuring client
follow up (in particular, automation sequences for monthly Job Keeper forecast
gathering, and customer online bookings for calendar; email sequences to streamline
individual income tax returns);
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Automation of project management tools (Monday) interlinked with Calendly and
Practice Ignition;
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Assisting Client with software management including Xero subscriptions, Jobs, User
access rights etc;
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Uploading data from emails to ReceiptBank for relevant customers;
•
Proactively monitoring ASIC balances and address changes via form 484 using
NowInfinity and ASIC online portal;
•
Calling government organisations to resolve issues (eg ASIC, ATO, NSW Payroll Tax)
on behalf of Client;
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ATO online portal responsibilities. (amending account details, calling for queries and
setting up payment arrangements; review and send Notice of Assessments; .
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Creating draft contract for the clients using Practice Ignition; monitoring Practice Ignition
contracts that are soon expiring and obtaining further instructions from Client;
•
Assist Client with prioritisation of incoming correspondence and urgent queries of clients
/ phone messages.
Express Gifts Philippines Inc.
2nd floor, Berthaphil Clark Center 7
Jose Abad Santos Ave. Clark Freeport
Zone, Pampanga, Philippines
Position: Data Input Processor
September 2016-January 2017
Task/Responsibilities: Encodes customer’s confidential information to the system. Analyzing
the customer’s hand written form. Inputting the right item on the system. Making sure that files
are properly drag to the right destinations.
Position: Customer Service Representative (Email support)
January 2017- April 2019
Task/Responsibilities: Validates all of the customer information for security purposes.
Answers all of the customer enquiry/emails regarding with their account and orders. Process all
of the queries like return items and refund of their account. Placing customer’s order on the
system.
Wellform Human Resources & Trading Corp.
Microtel Global Solution
Unit E, Bldg. 16 Philexcel Business Center
Clark Freeport Zone, Pampanga
Position: Back Office Support Staff
August 2013-August 2016
Task/Responsibilities: Encodes important records, downloads all the documents from the
system, analyze and organize all the downloaded documents, uploads all the orgarnized
documents back to the system, generates daily reports for all the uploaded documents, and
helps in overall operation of the account.
EDUCATIONAL BACKGROUND
College:
City College of San Fernando
Bachelor of Science in Information Technology-
Secondary:
Information and Communication
Technology High School-
Primary:
Quebiawan Elementary School-
SKILLS/QUALIFICATIONS
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April 2016 Civil Service Exam Passer
Programming skills in Visual Basic 6.0
Knowledge in SQL
Knowledge in all microsoft programs
Computer hardware servicing skills
Computer troubleshooting
Fast typing (45 – 60 words per minute)
Leadership and Communication Skills
Xero Advisor (2019) and XPM Knowledge
ReceiptBank
Active Campaign including automation sequences, newsletters and campaigns
ASIC and ATO portal active user
NowInfinity
Monday
HelpScout
Character References
Mrs. Rosalie Narciso
Senior Bookkeeper and Payroll officer
Catalyst Plus Pty Ltd-
Miss Jeannette Echavia
Call Center Manager
Express Gift Philippines Inc-
Miss Norisza Ramirez
Team Manager
Express Gift Phillipines Inc-
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