JOHN CARLO VISMONTE
Cagayan de Oro City
Summary
A result-oriented and experienced candidate seeking a Client Service Officer position to build long-lasting relationships with clients and long-term learning for career growth.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Client Service Administrator
Australian Company
Remote
05.2024 - 03.2026
- I provide remote administrative and client support to financial advisors and firms, typically based overseas. I'm responsible for managing client communications, preparing financial reports and documentation, maintaining CRM systems, and assisting with compliance-related tasks.
Financial Planning Assistant
VBP Backoffice Solutions Inc.
Cebu City, Philippines
09.2022 - 03.2024
- I'm primarily responsible for assisting our advisers and client service officers with admin support.
Project Development Associate
Johndorf Ventures Corporation
Cebu City, Philippines
05.2021 - 08.2022
- I oversee the project development stages from land acquisition to project turnover. Coordinates with corporate team and different government agencies for permit acquisition and preparing market feasibility studies and financial studies.
Inventory Associate
PwC Business Services Philippines
Manila City, Philippines
03.2019 - 11.2020
- I contributed to the audit and assurance services for various clients in different industries. Applied the skills I learned as an Audit Intern in tax preparation and audit reports to ensure compliance and accuracy of financial statements and inventory records.
Audit Intern
LLB Company and CPA's
Cagayan de Oro City, Philippines
03.2019 - 05.2019
- I assisted with audit planning, testing, and reporting for several engagements this includes preparing audit reports and tax preparation.
Education
Bachelor of Science - Accountancy
Liceo de Cagayan University
Cagayan de Oro, MSR05-2021
Skills
- Sound knowledge of Superannuation, SMSF, Investment and Pension Strategies Tax and accounting procedures and compliance
- Flexible can work under pressure
- Knowledge in preparing Financial Statements and Tax Reports
- Fast learner and can work individually or in groups with minimum supervision
- Strong organizational skills and excellent time-management skills
- Experienced in developing and maintaining client relationships
- Adaptable to different work environments
- Willing to travel for work and company events
- Proficient in working with a huge volume of database and maintain confidentiality
- High Attention to detail Skills
- Effective Leadership Skills
- Administrative Assistant Skills
- Data Entry and Collection Skills
- Product Research Skill
- CRM: XPLAN, Plan AI, Plutosoft, Salesforce, 3cx, Lastpass, Asana, Worksorted, Loom Zoom, Plutosoft & Product Rex
- Creative and Innovative Skills
- Data Management Skills
- Sound knowledge in using Accounting software: Xerox, SAP and Quickbooks
- Project Management Skills
- Excellent Analytical and Problem Solving Skills
- Computer Literacy Skills
- Team player Skills
- Email and Calendar Management Skills
- Google Workspace Apps: Gmail, Calendar, Sheets, Docs, Slides, Drive, and etc
- Social Media Management Skills
- Microsoft 365 Product and Apps: Outlook, OneDrive, Teams, Word, PowerPoint, Publisher and Excel
- Design: Capcut, Canva, Picsart and Snapseed
Certification
- Certificate of Completion as a Financial Planning Assistant given last 2022-09-26.
- Xero advisor certified Certification date: 2025-02-02 Expiry date: 2026-12-12.
LANGUAGE
Tagalog: First Language
English: B2 Level
Timeline
Client Service Administrator
Australian Company
05.2024 - 03.2026
Financial Planning Assistant
VBP Backoffice Solutions Inc.
09.2022 - 03.2024
Project Development Associate
Johndorf Ventures Corporation
05.2021 - 08.2022
Inventory Associate
PwC Business Services Philippines
03.2019 - 11.2020
Audit Intern
LLB Company and CPA's
03.2019 - 05.2019
Bachelor of Science - Accountancy
Liceo de Cagayan University