Kenny Recta

I am reliable and detail-oriented Client Service Administrator with strong focus on delivering positive client experience. I provide efficient administrative support and ensure accurate documentation while supporting day-to-day operations. Known for my professionalism, organization, and proactive approach. I thrive in fast-paced environments and take pride in delivering high-quality service with a client-first mindset.

Client Service Administrator at Elka Asenso Outsourcing Inc. (2023-05 – Present)

Manage and maintain accurate client records in Xplan CRM, ensuring completeness and compliance. Prepare client meeting packs, portfolio reports, and supporting documentation for adviser reviews.

• Manage and maintain accurate client records in Xplan CRM, ensuring completeness and compliance.
• Prepare client meeting packs, portfolio reports, and supporting documentation for adviser reviews.
• Draft and process Records of Advice (ROAs) in line with adviser instructions.
• Assist in the implementation of advice, including preparation and submission of FTAA and fee forms.
• Track applications through underwriting and liaise with product providers to ensure timely progression.
• Conduct investment product research and comparisons using Wealthsolver.
• Monitor outstanding tasks and follow up to ensure completion.
• Coordinate client appointments and maintain professional communication via email.
• Ensure compliance requirements are met prior to document lodgement.
• Strong attention to detail, organizational skills, and focus on accuracy, compliance and efficiency.

Accounts Payable Analyst at Philippine Span Asia Carrier Corp. (2022-02 – 2023-05)

Received vendor invoices, validated for accuracy and routed for approval to prepare for payment processing. Managed high-volume invoice processing efficiently, maintaining a consistent record of timely payments.

• Received vendor invoices, validated for accuracy and routed for approval to prepare for payment processing.
• Managed high-volume invoice processing efficiently, maintaining a consistent record of timely payments.
• Processed daily invoices, check requests and wire transfers of foreign and domestic currency.

Accounts Payable Analyst & Tax Compliance at Island Shipping Corporation (2019-06 – 2022-02)

Investigated inquiries relating to status of accounts. Completed payment and control expenses by receiving, processing, verifying, and reconciling invoices.

• Investigated inquiries relating to status of accounts.
• Completes payment and control expenses by receiving, processing, verifying, and reconciling invoices.
• Performed reconciliation of goods and services transactions to ensure correct tax treatment and accurate computation of VAT And withholding tax liabilities.
• Prepare and processed VAT returns and withholding tax filing, ensuring accurate calculations and timely payments in compliance with statutory deadlines.
• Monitored tax due dates and coordinated payments to avoid penalties and ensure full regulatory compliance.
• Monitor and process local government clearances.

Bachelor of Science in Business Administration - Management Accounting – University of Cebu - Main Campus (2019-03)