John Rey Baclayon
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John Rey Baclayon Email & Phone Number

Senior Financial Planning Assistant at VBP
Location: Mandaue, Central Visayas, Philippines 6 work roles 1 school
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Current company
VBP
Role
Senior Financial Planning Assistant
Location
Mandaue, Central Visayas, Philippines
Company size

Who is John Rey Baclayon? Overview

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Quick answer

John Rey Baclayon is listed as Senior Financial Planning Assistant at VBP, a with 1037 employees, based in Mandaue, Central Visayas, Philippines. AeroLeads shows a matched LinkedIn profile for John Rey Baclayon.

John Rey Baclayon previously worked as Key Account Associate at Hub24 Limited and Client Service Administrator at Recruit 2 Advice | Australian Financial Planning Recruitment & Management Consultants Since 1998. John Rey Baclayon holds Bachelor Of Business Administration - Hrdm, Human Resources Management/Personnel Administration, General from Aclc College.

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Email format at VBP

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VBP

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Profile bio

About John Rey Baclayon

I am an experienced administrative professional with a strong background in enhancing organizational efficiency and streamlining processes. My expertise includes administration, client services, and customer service or support for operations.At HUB24 Limited, I manage meetings, inbox, coordinate invoices and travel bookings, and generate sales reports using Salesforce and Power BI. At Recruit2Advice, I formatted CVs, created reports, posted job opportunities, and designed job ads with Canva. As a Support head for Customer Service or Operations at ML Express, I developed services, conducted business reviews, and led nationwide training.Proficient in Google Workspace, Microsoft Office, Salesforce, and JobAdder ATS, I am passionate about delivering high-quality support as a Virtual Assistant. Let's connect to explore how I can contribute to your team.

Current workplace

John Rey Baclayon's current company

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VBP
Vbp
Senior Financial Planning Assistant
Mandaue City, PH
Employees
1037
AeroLeads page
6 roles

John Rey Baclayon work experience

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Senior Financial Planning Assistant

Vbp

Mandaue City, Ph

Key Account Associate

Australia

As a Key Account Associate, I specialize in providing comprehensive support to the Head of National Key Accounts and Key Account Managers, ensuring seamless daily operations and optimizing efficiency in key business processes. My role involves managing schedules, organizing high-level meetings, and handling sales and data-related tasks. Key responsibilities include:-Managing calendars and scheduling important meetings ensuring efficient time management.-Reconciliating Key Account Management team expenses for their corporate credit cards.-Coordinating business trips and client meetings, handling matters such as booking flights and restaurant reservations.-Updating and maintaining data accuracy in Salesforce, and generating insightful reports from PowerBI dashboards for performance tracking.-Creating professional PowerPoint presentations and documenting meeting minutes, ensuring follow-up on action items.

Client Service Administrator

Australia

I served as a Client Service Administrator at Recruit2Advice, an Australia-based staffing and recruitment firm specializing in the financial planning industry. In this role, I managed a range of tasks, including:- standardizing candidate CVs with the AllSorter software,- crafting candidate reports and proposals,- posting job opportunities for Australian clients, and scheduling interviews,- updating client information on the JobAdder ATS/CRM for any information updates,- designing Job Ad graphics using Canva,- posting Job Ad articles on LinkedIn and/or opportunities to SEEK, and- managing job postings on the company’s website using WordPress.

Jul 2023 - Aug 2023

Head Of Customer Support

Cebu, Central Visayas, Philippines

With over five years of experience as the Head of Customer Support at M Lhuillier Financial Services Inc., I specialize in leading client support operations and driving sales performance across 500 nationwide branches. My expertise lies in overseeing client systems, data processing, and delivering tailored retention strategies to ensure customer and partner satisfaction. Key responsibilities include:-Innovating new client services by collaborating with IT and Marketing to align business needs with operational goals.-Conducting performance assessments for ML Express agents, ensuring high operational standards.-Managing client relationships by addressing sales-related inquiries and coordinating with stakeholders for seamless execution.-Leading training sessions for partners, office staff, and Branch Managers, fostering development and growth.-Spearheading the Operation Support Team, providing solutions to all complaints and maintaining a high level of service excellence.-Traveling nationwide to ensure comprehensive branch performance evaluations and support initiatives.

Jul 2019 - Apr 2023

Agents Relation Officer

Cebu, Central Visayas, Philippines

As a detail-oriented professional, I bring extensive experience in franchisee performance monitoring, client relationship management, and business analysis. In my role as an Agents Relationship Officer, I focused on driving the success of our partners by:- Generating performance reports to monitor sales growth and franchisee KPIs.- Providing operational and technical support to franchisees, ensuring smooth daily operations by liaising with cross-functional teams for solutions.- Conducting comprehensive business reviews, including site visits and interviews, to assess needs and identify sales-boosting opportunities.- Collaborating with marketing and business development teams to craft effective retention strategies and ensure sustained partner success.

Aug 2017 - Jun 2019

Student Intern

Mandaue, Central Visayas, Philippines

I was tasked to assisting clients with their basic inquiries and encode employment contribution and loan details in a certain system.

Nov 2016 - Feb 2017
1 education record

John Rey Baclayon education

  • Aclc College
    Human Resources Management/Personnel Administration, General
FAQ

Frequently asked questions about John Rey Baclayon

Quick answers generated from the profile data available on this page.

What company does John Rey Baclayon work for?

John Rey Baclayon works for VBP.

What is John Rey Baclayon's role at VBP?

John Rey Baclayon is listed as Senior Financial Planning Assistant at VBP.

Where is John Rey Baclayon based?

John Rey Baclayon is based in Mandaue, Central Visayas, Philippines while working with VBP.

What companies has John Rey Baclayon worked for?

John Rey Baclayon has worked for Vbp, Hub24 Limited, Recruit 2 Advice | Australian Financial Planning Recruitment & Management Consultants Since 1998, M Lhuillier Financial Services Inc., and Sss (Social Security System).

How can I contact John Rey Baclayon?

You can use AeroLeads to view verified contact signals for John Rey Baclayon at VBP, including work email, phone, and LinkedIn data when available.

What schools did John Rey Baclayon attend?

John Rey Baclayon holds Bachelor Of Business Administration - Hrdm, Human Resources Management/Personnel Administration, General from Aclc College.

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