Business Administration
Don Mariano Marcos Memorial State University – Mid La Union Campus
Hi, I’m Trisha! Most people find one true calling in life, but I’m blessed to claim two or maybe more in the future. I am a corporate girl by day, virtual assistant by night. On the best days I’m doing both.
I am an accomplished professional with over 5 years career adept at reconciling daily financial operations and handling complex data with a high degree of accuracy. Having worked in different organizations for a variety of focus areas, I offer a combination of unique skills and competencies which I have developed through a lengthy and rewarding career. I have honed reconciliation, bookkeeping, and file management skills while being proficient in customer service.
I am passionate about discovering and helping people find solutions to make things easier. In everything I do, I aim to take away at least one problem.
Don Mariano Marcos Memorial State University – Mid La Union Campus
Responsible for the correct, complete and timely processing and administration of different product confirmations and settlements
Ensuring breaks are identified and investigated within agreed SLAs and raised if there are further escalations needed
Provides end-to-end support to customers, act as a role model and be responsible for efficient and productive interaction with Amsterdam colleagues
Work closely with Front Office, Back Office, Static, Settlements team and Support to ensure smooth processing of trades
Identify any process changes to improve existing reconciliation process (IntelliMatch matching criteria/s, process automation)
Engaged in UAT dress rehearsals for process migration/s
Provided administrative support, including responding to emails, and preparing correspondence
Able to serve as a key subject matter expert and mentor to junior employees
Ensures that the incident/regulatory breach reporting procedure is followed
Handles complex operating issues within the team
Carries out complex activities with significant financial, client, and/or internal business impact
Actively participating in team discussions and make suggestions that lead to quality, resource and target oriented improvements
Arrange and co-ordinate work related trainings and seminars
Training and supervise junior and new employees about the process
Processing, maintaining and reconciling financial transactions using computerized accounting systems
Responsible for collection, verification and processing income related entitlements in an accurate timely manner
Record and prepare minutes of meetings for huddles, seminars
Ensures day to day deliverables are met
Checklists are to be prepared and submitted to the next level daily
Follows the incident/regulatory breach reporting procedure with rigor
Create visual concepts to communicate information. Develop the overall layout for marketing materials and reports.
Enter information into database accurately and efficiently. Review data for errors and correct as necessary.
Keep a complete and accurate record of all the financial transactions in a systematic orderly, logical manner.
Excellently manage appointment schedules, data verification, planning referrals, handling prescription refills and more.