Experience

BoardRoom Australia

• Australia
• Financial Services
• 1 - 100 Employee

• Senior Client Service Associate

  • Sep 2022 - Present



Apex Group Ltd

• Bermuda
• Financial Services
• 700 & Above Employee

• Portfolio Administrator

  • Apr 2021 - Sep 2022

  • Utilise multiple systems for accurate portfolio asset administration • Provide periodic financial reports in enhancing investment services • Maintain database with support to the investor, client, fund manager • Prepare daily reconciliations including transaction settlement, secure payments • Collaborate with team and department in facilitating the operational procedures • Utilise multiple systems for accurate portfolio asset administration • Provide periodic financial reports in enhancing investment services • Maintain database with support to the investor, client, fund manager • Prepare daily reconciliations including transaction settlement, secure payments • Collaborate with team and department in facilitating the operational procedures



The One Holdings Group

• Australia
• Financial Services
• 1 - 100 Employee

• Operation Assistant Intern

  • Aug 2019 - Nov 2019

  • Create, organize weekly business reports and meetings • Assist customer service administration and office general running • Review, identify documentation discrepancies under standard operation procedures • Collaborate with the internal team on supporting the following financial transactions • Manage, update Asia-Pacific market area financial service accounts in the database system • Create, organize weekly business reports and meetings • Assist customer service administration and office general running • Review, identify documentation discrepancies under standard operation procedures • Collaborate with the internal team on supporting the following financial transactions • Manage, update Asia-Pacific market area financial service accounts in the database system



Tax Ideas Accounting Firm

• Sydney, New South Wales, Australia

• Administrative Assistant Intern

  • Feb 2019 - Apr 2019

  • Greet, assist the visitors and clients daily • Reply, relay telephone, email and office system messages • Design, update marketing campaigns on multiple channels • Archive, organize database in online and manual office system • Complete daily task checklist on schedule with teamwork • Greet, assist the visitors and clients daily • Reply, relay telephone, email and office system messages • Design, update marketing campaigns on multiple channels • Archive, organize database in online and manual office system • Complete daily task checklist on schedule with teamwork



The Rocks Markets

• Retail Salesperson

  • Aug 2018 - Oct 2018

  • Organize and display the jewelry accessories to diversified people • Drive results and exceed sales targets with efficiency • Organize and display the jewelry accessories to diversified people • Drive results and exceed sales targets with efficiency