Mandaluyong, National Capital Region, Philippines
I am a dedicated Financial Management graduate at the Polytechnic University of the Philippines. Eager to learn and poised for both personal and professional growth, I aspire to thrive in the dynamic landscape of the corporate world. My enthusiasm for acquiring new skills and my commitment to excellence position me as a prospective asset ready to contribute to the challenges of the business environment.
1. Printed clients’ payment slips and inputted client data for BIR TIN verification. 2. Rectified incorrect client information or data on official documents. 3. Stamped original documents to ensure credibility and authenticity. 4. Arranged clients’ tax papers and Deeds of Absolute Sale in proper order.
1. Digitized daily efficiency callbacks for Letters of Investment (LOI) and Securities Order Forms (SOF) to ensure efficient documentation. Emailed Deposit Confirmation Advice (DCA) to clients, ensuring the secure transfer of files from the bank’s server. 2. Compiled and organized summaries of ongoing investment accounts before emailing them to clients. Reviewed investor documents for Treasury Head approval, ensuring compliance and accuracy. 3. Arranged and secured daily transaction callbacks in the vault box before storage. Safeguarded important financial and client-related documents in designated vault storage. 4. Prepared and printed hard copies of LOI and SOF for processing and client communication. Accurately encoded client authorizations, Special Power of Attorney, and investor undertakings into the database. 5. Recorded financial transactions into the Bureau of Internal Revenue’s Electronic Documentary Stamp Tax (eDST) system to ensure compliance with tax regulations. 6. Cross-checked and aligned financial records to ensure accuracy and consistency. Managed the intake and dispatch of official correspondence for smooth communication.