2018
Bachelor of Science in Management Accounting
University of San Jose-Recoletos
"Cum Laude"
About Jols..
Hi! I'm Jo, a professional Virtual Assistant with 6 years of experience in Australian Financial Planning business. With several years of experience in Australian financial planning industry - working remotely in the Philippines, I have had the privilege of growing into a senior role, where I have developed a strong foundation of excellent client services while mentoring and collaborating with the onshore team.
Prior to stepping into the corporate world, I was a passionate working student and recognized for my academic excellence with latin honors - Cum Laude. Throughout my studies, I've been committed to maintaining high standards of academic performance, while also doing office works at the President's Office of our University.
Known for my strong communication skills and collaborative approach, I pride myself on being both efficient and personable. I excel at building strong client and colleague relationships. I thrive on challenges and am always eager to learn new things. I love finding creative solutions that make a difference. I'm always excited to connect with people and explore how we can work together to create success. Also
I am also a certified Quickbooks ProAdvisor for Online Bookkeeping. I will continue to expand my Online Bookkeeping knowledge through trainings and webinars as I am looking forward to get more opportunities through this niche.
To sum up, I would like to share my personal motto to every craft that I do - "YOU CANNOT DO SOMETHING YOU DON'T UNDERSTAND".
Outside corporate world, I am a friend, a daughter and the youngest among 6 children. Also, I am addicted to traveling - exploring places I've never been before, meeting new people and witnessing different cultures.
Let's talk more, click the "Hire Me" button below!
My Skills and Competencies
Virtual Assistant
Bookkeeper (QuickBooks)
Certificates
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My Experience and Education
2018
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2024
Vital Business Partners
(CSO Virtual Assistant (Australian Financial Planning))
As a Senior Financial Planning Assistant, I am dedicated to providing exceptional service and support to Australian Financial Advisers while working remotely in the Philippines, ensuring their needs are met with professionalism and efficiency. My responsibilities includes, prepare annual review documents, data entry to XPlan software, product research, update Centrelink record, prepare advice paperwork and implement advice indicated in Statement of Advice or Record of Advice.
2018
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2018
Toyota Motors Philippines
(Financing Clerk)
Responsible for checking and evaluating forms required by banks for customer's car loan application. Helping sales agent get approved to release car units for their customer.
My Services
Virtual Assistant - Customer service
I aim to deliver client needs with excellence and professionalism while building strong relationship with them.
Virtual Assistant - Bookkeeping
As a trained professional bookkeeper, I can help your business maintain accurate and up-to-date financial records.