Experience

Allan Hall Business Advisors

• Australia
• Accounting
• 1 - 100 Employee

• Administrative Assistant

  • Mar 2021 - Present

  - Update information on internal system to ensure that all details is accurate and up-to-date. - Prepare and finalize paperwork. - Support Accountants with their inquiries. - Other projects on the internal system: reallocation jobs, update jobs details etc. - Update information on internal system to ensure that all details is accurate and up-to-date. - Prepare and finalize paperwork. - Support Accountants with their inquiries. - Other projects on the internal system: reallocation jobs, update jobs details etc.



CRIF

• IT Services and IT Consulting
• 700 & Above Employee

• Data Operation Analyst

  • May 2019 - Dec 2020

  - Research, investigate and analyze companies to conduct business information reports in 5 markets: Vietnam, Laos, Myanmar, Cambodia and Brunei - Process customized and enhanced reports based on client’s requests - Other tasks assigned by manager - Research, investigate and analyze companies to conduct business information reports in 5 markets: Vietnam, Laos, Myanmar, Cambodia and Brunei - Process customized and enhanced reports based on client’s requests - Other tasks assigned by manager



Buckley’s Financial Protection

• Administrative Support

  • Aug 2018 - Feb 2019

  - Check upcoming renewal policies and missed premium policies - Ensure clients' policies are up-to-date on Xplan - Do comparisons between clients’ existing products and proposed products - Set up and prepare required files (Fact find, policy schedule etc.) for appointments with clients - Check upcoming renewal policies and missed premium policies - Ensure clients' policies are up-to-date on Xplan - Do comparisons between clients’ existing products and proposed products - Set up and prepare required files (Fact find, policy schedule etc.) for appointments with clients



Dover Financial Advisers

• Vietnam

• Administrative Assistant

  • May 2017 - Jun 2018

  - Manage and store advisers' files. - Commence preliminary reviews of adviser’s Statement of Advice (SoA)/Record of Advice (RoA). - Check advisers’ commissions and let them know whether it's ok to release based on Dover’s policies. - Ensure that authorised advisers comply with financial services law and regulation. - Other administrative/business services as assigned by the direct supervisor and managers. - Manage and store advisers' files. - Commence preliminary reviews of adviser’s Statement of Advice (SoA)/Record of Advice (RoA). - Check advisers’ commissions and let them know whether it's ok to release based on Dover’s policies. - Ensure that authorised advisers comply with financial services law and regulation. - Other administrative/business services as assigned by the direct supervisor and managers.



MBBank

• Vietnam
• Technology, Information and Internet
• 700 & Above Employee

• Operation Support Specialist

  • Jun 2016 - Apr 2017

  - Receive and review disbursement records from sales team. Make sure that there is no error and follow MB regulation to drawndown for client. - Prepare, operate and update document. - Processes and ensures that all transactions are completed within time limits. - Maintain MB control standards and follow Policy to minimize operational risk. - Receive and review disbursement records from sales team. Make sure that there is no error and follow MB regulation to drawndown for client. - Prepare, operate and update document. - Processes and ensures that all transactions are completed within time limits. - Maintain MB control standards and follow Policy to minimize operational risk.



Citi

• United States
• Financial Services
• 700 & Above Employee

• Internship

  • Aug 2015 - Jan 2016

  - Provides customer with information of Citi Products - Handle objections - Record sales and send copies to the sales office - Support customer in the progress of making credit cards - Provides customer with information of Citi Products - Handle objections - Record sales and send copies to the sales office - Support customer in the progress of making credit cards



American Academy

• Ho Chi Minh City, Vietnam

• Teaching 's Assistant

  • Sep 2014 - Sep 2015

  - Support native teachers in controlling class - Give extra help to children with special needs or those for whom English is not good - Assist with marking and correcting work - Record children activitives and send to their parents - Help with school events and activities - Support native teachers in controlling class - Give extra help to children with special needs or those for whom English is not good - Assist with marking and correcting work - Record children activitives and send to their parents - Help with school events and activities