Client Services Executive/ Office Manager
TMF Group
Total years of experience :24 years, 2 Months
Designation Chronology u**
• MM 2013, Client Services Executive/ Office Manager, Qatar
• MM 2012, Internal Accountant, Dubai
• MM 2010, Office Administrator, Dubai
Highlightsu**
• Recipient of Company Global Award as UAE Lead Generator for 2 consecutive years (2010-2012).
Key Responsibilitiesu**
Responsibilities - Client Services Executive/ Office Manager
• Rendering business development support to the global and local sales team through administration of proposals and resolution of queries raised by Middle East clients.
• Managing day to day administrative aspects of the office to ensure smooth functioning of operations and qualitative service delivery.
• Generating awareness and ensuring compliance to HR processes/ organizational policies by employees across the hierarchy.
• Involved in setting up of KYC and AML framework including due diligence compliance.
• Overseeing administration of CRM business solutions data and updating entry aligned to productivity reports and marketing requirements.
• Collaborating with various support teams for on-boarding of clients and evaluating annual corporate health checks for clients.
• Involved in drafting and evaluation of Local Service Agreements and Scope of Work.
Render operational support to accounts, tax and audit activities including keeping local books of accounts and work in progress updated.
• Maintaining updated knowledge of corporate secretarial service processes of of new and existing clients such as local incorporation.
• Interacting and following up with clients and assisting them to respective authorities based on business requirements.
• Assisting Knowledge in HR and immigration clients on issues related to visas application and renewals, audit and tax, annual compliance and evaluation of contracts.
• Ensuring accounts receivable KPIs are updated, reconciled for the branch and assisting accountant in client reminder.
Responsibilities - Internal Accountant
• Ensured accomplishment of targets related to Accounts Receivable, Accounts Payable & Work in Progress including reconciliation of billable/ non-billable productivity, man hours & time sheet.
• Involved in management of funds in Trust and Cash, calculation of payroll/ gratuity for internal and external clients (200+ employees).
• Participated in critical audit/ HR reviews, preparation of budget plans and generating various status reports based on business requirements.
• Rendered online payment technical support and CoSec support for international clients.
• Liaised with internal HR teams pertaining to employee benefits, insurance, end-of-service, leave management and with clients on effective resolution of critical business issues.
• Supported business development activities through drafting of bids, quotations, proposals and preparation of sales invoices.
• Managed official correspondence to clients, suppliers and contractors pertaining to following up and accomplishment of collection targets.
• Coordinated/ verified banking transactions related to telegraphic transfers, deposits, withdrawals, online banking.
• Maintained updated records of invoices, payments of claims, requisitions, purchase orders, banking/ financial files of the company, custody of contracts or complex company files especially financial updates and other fiscal duties.
• Drafted audit/ financial statements of company for submission to related government offices/agencies.
Responsibilities u**
• Involved in reconciliation of updated status related to Accounts Receivable, Work in Progress, Productivity & Time Sheet.
• Managed Cash & Accounts Payable, Fund in Trust including calculation of payment/ gratuity.
• Prepared sales invoices, rendered critical audit support and participated in drafting of budget plans.
• Interacted with clients, suppliers and contractors pertaining to following up and accomplishment of collection targets.
• Involved in counter checking and audit of banking transactions such as telegraphic transfers, deposits, withdrawals, online banking, bank reconciliation. Resolved sales/ marketing queries from clients and suppliers.
• Liaised with export suppliers and external customers. Managed various aspects related to invoicing/ payment of claims, requisitions, purchase orders and other fiscal duties.
• Involved in preparation of bids, quotations and proposals including audit/financial statements of company for submission to related government offices/ agencies.
• Maintained updated banking/ financial files of the company, custody of contracts and other confidential official/ financial documents.
• Coordinated processes related to renewal of trade license, lease agreements and other company documents.
• Managed various HR/ administrative activities, interacted with other employees in branch/ showroom, suppliers and clients and conducted training sessions for employees based on identified training needs.
• Worked on logistics related to clearance of export/ import shipment/ air freight cargo and deliveries.
• Updated business status to the senior leadership team and other stakeholders through various reports and qualitative presentations.
Responsibilities u**
• Managed activities related to Accounts and Public Relation for the Honourable Congressman, 2nd Legislative District, Davao del Norte Philippines.
• Participated in preparation of budget plans, maintained allocation quota of pork barrel allocation for district/ municipality-wise distribution.
• Evaluated priority projects for inclusion in annual financial priority lists, assessed on-going projects/ programs and drafted comments for additional cost allocation.
• Collaborated with participating agencies and groups for implementation of various cost control initiatives.
• Rendered critical audit support and ensured confidentiality in business and personal transactions of the Representative.
• Interacted with public customers on rendering government assistance to various indigent needs based on assessment criteria.
• Drafted advanced/ on the spot speeches for the Congressman and representatives based on occasion theme/ requirements.
• Focused on maintenance of public image of the Congressman in coordination with media partners in print, TV and radio.
• Prepared/ implemented plans for damage controls of competing and challenging image threats through efficient monitoring of competitor trends and approaches.
• Rendered administrative support to senior officers pertaining to day to day business activities.
• Organized program workshops/ seminars for targets, sponsorship of medical outreach/ missions including hosting and organizing of sponsored events for enhancing media image of the Congressman.
• Involved in editing of photos/ articles for media distribution, preparing lay-out of advertising materials and ensure consistent awareness on public information.
• Focused on press/ photo releases, compilation of releases, drafted features/ promotional materials aligned to projects/ programs of the House of Representatives.
Responsibilitiesu**
• Involved in receipt of account payment from customers.
• Balanced and endorsed account payments received to the account manager.
• Enhanced client satisfaction through prompt resolution of issues and qualitative service delivery.
• Drafted/ presented daily status reports for the senior leadership team and other stakeholders based on business requirements.
• Rendered administrative support to day to day business functions of the department.
Professional Development: Trainings • DD-MM-2010, Tally Accounting Software, Zabeel Institute(Zabex) Certifications • 22-November-1999, Civil Service Career Exam for Professionals, Philippine Civil Service Commission • DD-December -2013, Certified Financial Educator, Heartland Institute of Financial Education, Colorado, USA • DD-April 2013, Certified Associate Financial Planner, Registered Financial planner of the Philippines Seminars & Workshops • DD-MM-2008, HR Practice Workshop, British University of Dubai-Knowledge Village • DD-MM-2007, Capability Building Seminar for Senior Officers of House of Representatives • DD-MM-2006, Strategic Planning Workshop for Human Resources • DD-MM-2005, Youth A.S.K. Leadership Training Workshop - Facilitator • DD-MM-2004, Basic Media and Journalism Seminar for 2nd Legislative District Youth • DD-MM-2003, Corporate Planning Strategies and Effective Correspondence by writer John Silva • DD-MM-2001, Seminar on Public/Media Relations and Marketing Strategies- A.T. Valino PR Firm Memberships • Overseas Filipino Investors and Entrepreneurs Movement • Toastmasters International - Qatar • Ateneo de Davao Alumni Society • Habitat for Humanity Program-Philippines • Youth A.S.K. - Youth Development Program