Accountant

• 2021 - Present

Certified Investment Solicitor

• Dec 2016 - Present

Bookkeeper

• May 2019 - Mar 2020

I stopped working due to travel restrictions brought by the covid 19 pandemic. I stopped working due to travel restrictions brought by the covid 19 pandemic.

Financial Service Representative

• Feb 2007 - Aug 2010

Handling Mutual Fund, Annuity, Insurance and Certificate accounts. Answer calls from advisors, clients, third parties and prospect clients. Process transactions such as redemptions, exchanges, sub-account transfers, term changes and the like. Provide accurate information to inquiries regarding our products. Assist third parties in custodial transfer and guiding them in getting the requirements. Assisting misdirected calls to be routed to the correct department who can help them with their concerns. Set up cases to resolve any issues that require further research. Show less

Customer Service Representative

• Nov 2006 - Mar 2007

Answer calls from clients. Help clients in understanding their bill. Assisting clients in activating their phones. Basic phone programming and troubleshooting. Answer calls from clients. Help clients in understanding their bill. Assisting clients in activating their phones. Basic phone programming and troubleshooting.

Accountant

• May 2006 - Oct 2006

Ensure proper recording and treatment of transactions. Place an internal control in the accounting department of the clinic. Able to prepare reliable Financial Statements. Responsible in monitoring Pharmacy stocks and movements. Monitor expiry dates of inventories. Train pharmacy personnel to ensure proper recording of sales and purchases. Ensure proper recording and treatment of transactions. Place an internal control in the accounting department of the clinic. Able to prepare reliable Financial Statements. Responsible in monitoring Pharmacy stocks and movements. Monitor expiry dates of inventories. Train pharmacy personnel to ensure proper recording of sales and purchases.

Inventory Controller

• Oct 2000 - Oct 2006

Track inventory movement. Monitor inventory balances. Monitor cost and selling prices. Coordinate with purchase managers regarding stock balances. Manage stock identification with the use of barcodes. Ensure proper recording of inventories and accounts payable. Track inventory movement. Monitor inventory balances. Monitor cost and selling prices. Coordinate with purchase managers regarding stock balances. Manage stock identification with the use of barcodes. Ensure proper recording of inventories and accounts payable.

Internal Auditor

• Jan 1999 - Jan 2000

Audit assigned branch if company policies were followed in granting sales on account of motorcycles. Travel with collectors to check the status of the customers. Do matching of invoices versus remittances. Do bank reconciliation to assure timely deposits. Do inventory counts. Make audit reports and recommendations as applicable and submit the same to the audit head. Audit assigned branch if company policies were followed in granting sales on account of motorcycles. Travel with collectors to check the status of the customers. Do matching of invoices versus remittances. Do bank reconciliation to assure timely deposits. Do inventory counts. Make audit reports and recommendations as applicable and submit the same to the audit head.

Accounting Clerk

• Jan 1998 - Jan 1999

Encode assigned branch transactions of the previous working day. Monitor and balance assigned branch accounts. Ensure that accounts affected are correct. Make adjustments to accounts as necessary. Encode assigned branch transactions of the previous working day. Monitor and balance assigned branch accounts. Ensure that accounts affected are correct. Make adjustments to accounts as necessary.

Scholar/Accounting Clerk

• Jan 1994 - Jan 1998

Prepare Receipts and Disbursements Statements. In-charge in over-all accounting transactions. In-charge of petty cash, collections and deposits. Prepare Receipts and Disbursements Statements. In-charge in over-all accounting transactions. In-charge of petty cash, collections and deposits.