Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Sheila Marie Tating

Maylands,Australia

Summary

Administrative professional with proven track record in managing office environments and facilitating efficient operations. Known for strong focus on team collaboration and adapting to changing needs, ensuring reliable support across various functions. Displays excellent organizational and communication skills, contributing to seamless office management.

Overview

7
7
years of professional experience

Work History

Administrative Officer

BG Perth Advisory Pty Ltd
07.2024 - Current
  • Assisted with day-to-day operations, working efficiently and productively with all team members.
  • Organized and detail-oriented with a strong work ethic.
  • Maintaining a client relationship management system and electronic document management system
  • Lodging Tax Returns/BAS/IAS on the ATO portal
  • Lodging corporate secretarial documents with ASIC
  • Collation of Financial Statements and Income Tax Returns for individuals, companies, trusts, partnerships and SMSFs
  • Answered incoming calls, directing clients to individuals addressing specific needs.
  • Greeted incoming visitors and clients professionally and provided friendly, knowledgeable assistance.

Client Partner Support Officer

Sonic HealthPlus
06.2023 - 07.2024
  • Works in collaboration with stakeholders
  • Provides professional and friendly customer-focused service to corporate client and key stakeholder
  • Improved customer satisfaction ratings with prompt issue resolution and diligent followups.
  • Managed files and records for clients and adhered to safety procedures to prevent breaches and data misuse.
  • Managed high-volume emails, phone lines, directing calls to appropriate personnel and ensuring prompt customer service.

Content Analyst

London Stock Exchange - Refinitiv Asia Pte Ltd
01.2021 - 12.2022
  • Processed and maintained data accurately and in timely manner onto databases using technical and financial knowledge
  • Ensure data quality, accuracy, timeliness and completeness per company standards for the covered product or market
  • Coordinated and processed all the merger and acquisition submission from Financial Firm and Law Firm client of the company (JP Morgan, Wells Fargo, Goldman Sachs, Kirkland & Ellis, Latham & Watkins LLP, Morgan Lewis etc.)

Junior Analyst

Cebu Pacific Air Inc
01.2020 - 01.2021
  • Reviewed, verified and identified customer transactions to detect and prevent financial crimes activities
  • Reconciled customer accounts to identify delinquencies or disputes, documenting root causes
  • Worked closely with both customers and sales team to reconcile accounts and oversee payment negotiation

Accounting Assistant

Technopipe Construction Corp
08.2019 - 12.2019
  • Managed payroll for salaried employees
  • Negotiated with suppliers, vendors and other representatives.
  • Checked items received against items ordered by verifying receipts.
  • Maintained complete documentation and records of all purchasing activities.

Former Intern

Bureau of Internal Revenue Manila Regional Office
05.2018 - 01.2019
  • Worked with teams to support goals and build experience
  • Shadowed staff and learned advanced work
  • Sorted and organized files, spreadsheets, and reports.
  • Explored new technologies and approaches to streamline processes.

Education

Bachelor of Science - Business Administration Major in Management Accounting

Lyceum of The Philippines University
07.2019

High School Diploma -

St. Andrew's School
03.2015

Primary -

Paranaque Elementary School Central
01.2011

Skills

  • Microsoft Word
  • Microsoft PowerPoint
  • Microsoft Excel
  • Microsoft Outlook
  • SAP
  • SQL
  • CRM
  • MYOB AE
  • Asana
  • CAS360
  • Reception oversight
  • Documentation and control
  • Scheduling appointments
  • Customer and client relations
  • Recruiting
  • Billing and coding
  • Mail distribution
  • Data verification
  • Phone call answering
  • Report generation
  • Risk assessment

Languages

English
Full Professional

Timeline

Administrative Officer

BG Perth Advisory Pty Ltd
07.2024 - Current

Client Partner Support Officer

Sonic HealthPlus
06.2023 - 07.2024

Content Analyst

London Stock Exchange - Refinitiv Asia Pte Ltd
01.2021 - 12.2022

Junior Analyst

Cebu Pacific Air Inc
01.2020 - 01.2021

Accounting Assistant

Technopipe Construction Corp
08.2019 - 12.2019

Former Intern

Bureau of Internal Revenue Manila Regional Office
05.2018 - 01.2019

High School Diploma -

St. Andrew's School

Primary -

Paranaque Elementary School Central

Bachelor of Science - Business Administration Major in Management Accounting

Lyceum of The Philippines University
Sheila Marie Tating