Jairus Adrian Vilbar
Cebu
Summary
Highly organized Client Services Manager with a knack for problem-solving. Skilled at managing customer relations and resolving challenging customer inquiries. Client Services Manager with 8+ years of experience in customer service. Adept at providing efficient solutions and driving customer satisfaction.
Experienced with financial reporting, tax compliance, and auditing. Utilizes analytical skills to identify and resolve discrepancies efficiently. Track record of maintaining up-to-date knowledge of tax laws and ensuring organizational compliance.
Overview
7
7
years of professional experience
Work History
Client Services Manager
VBP Back Office Solutions
04.2021 - 05.2024
- Company Overview: Philippines
- Successfully managed a team of 22 client service representatives providing customer support services for Australian clients.
- Developed and implemented effective strategies to improve customer service levels, resulting in an increase in customer satisfaction.
- Proactively addressed customer complaints, resolving issues swiftly and to the customer's satisfaction.
- Monitored customer service performance metrics and developed strategies to improve customer service.
- Ensured customer service teams are well-equipped with the necessary tools and resources to provide excellent customer service.
- Philippines
SMSF, Trust and Business Services Accounting
The Hopkins Group
09.2019 - Current
- Provided support to the accounting department by filing documents and reconciling accounts.
- Reviewed and processed invoices for payment.
- Assisted with the preparation of tax returns for the organization.
- Developed and implemented new accounting procedures to improve efficiency.
- Prepared financial statements and reports, such as balance sheets and income statements.
- Analyzed financial data to identify and resolve discrepancies.
- Reviewed and processed client electronic payments and check deposits.
- Provided comprehensive accounting support to company by managing functions like payroll, accounts payable, accounts receivable, and business expense processing.
- Maintained and processed invoices, deposits, and money logs.
- Managed invoices, payments and deposits, maintaining accurate expenditure records.
- Assisted in timely invoicing for clients, ensuring prompt payments and positive cash flow.
Financial Planning Admin Assistant
The Hopkins Group
08.2018 - 09.2019
- Conducted research and identified potential investments for clients.
- Collaborated with other professionals, such as attorneys and accountants, to ensure appropriate financial planning.
- Cooperated with senior leaders to create operating budgets and initiate financial planning.
- Communicated with customers about financial planning needs and decisions.
Paralegal
Various Political Parties
05.2021 - 03.2024
- Drafted, reviewed and revised legal documents under the supervision of attorneys.
- Managed confidential case files and organized documents for court filings.
- Participated in client meetings and drafted status reports for clients.
- Created and maintained databases for case management and document tracking.
- Assist Political Parties with Data Base Management.
Education
Juris Doctor -
University of San Jose Recoletos
05.2023
Management Accounting -
University of San Carlos
05.2018
Skills
- Project execution management
- Detail-oriented analysis
- Proficient in Xero
- Skilled in utilizing Microsoft Office and Google Suite
- Invoice management
- Financial tracking and documentation
- Financial statement analysis
- Knowledgeable in tax compliance procedures
- QuickBooks proficiency
- Accurate client billing
- Accurate financial reporting
- Efficient tax preparation
Personal Information
- Date of Birth: 09/23/97
- Nationality: Filipino
Timeline
Paralegal
Various Political Parties
05.2021 - 03.2024
Client Services Manager
VBP Back Office Solutions
04.2021 - 05.2024
SMSF, Trust and Business Services Accounting
The Hopkins Group
09.2019 - Current
Financial Planning Admin Assistant
The Hopkins Group
08.2018 - 09.2019
Management Accounting -
University of San Carlos
Juris Doctor -
University of San Jose Recoletos
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