Experience

• 

  CMC Markets

  • Australia

  • Tax Operations Team Leader

    • Sep 2018 - Present
    • Australia

    As the Tax Operations Team leader, my primary function is to support my team in performing their daily tasks with the main targeted result to produce yearly tax statements for 250,000 clients within agreed SLAs. A secondary function of the role is taking ownership of risk and client queries (both internal and external) through QC of various daily tasks completion; monitoring data integrity from in-house tools, GBST Shares and external platform(s) and investigating root causes for issues. Other ad-hoc tasks are liaising with external vendors as appropriate to escalate problems, assist in finding ways to improve processes, minimising manual processing which lowering the risk of human errors and perform analysis of Corporate Actions to assist in the optimal processing of such events and coordinate remediation and resolution steps with the business for issues and incidents resulting in client complaints.

• 

  ANZ

  • Australia
  • Banking
  • 700 & Above Employee

  • Business Optimisation Analyst

    • Jul 2017 - Sep 2018

    To review processes, procedures and liaise with other business units to find ways to optimise daily activities. Involved on compliance side with reconciliation of cash and trust accounts, domestic and international accounts, with no trust breaches reported to ASX. Involved in credit risk in regards to margin loan accounts. In charge of 4 interns including task monitoring, allocating work loads, reporting and training to reach tight deadlines for audit purposes. Involved in transition project for ANZ merger.

  • Relationship Manager

    • Jul 2016 - Jun 2017

    Relationship manager for advisory group ServiceRI in New South Wales. Ensuring enquiries were processed in a timely manner, clarified any issues and escalated urgent matters to the right channel. I received commendation of job well done from the CEO of ServiceRI and few advisors for my work. On top of that, I was nominated by the team manager for taking initiatives by creating spreadsheet to speed up daily reporting, assisted in recruiting good candidates for the team and fixed a rocky relationships by providing excellent service and made the drive to visit 15+ offices.

  • Intermediate Relationship Consultant

    • Mar 2015 - Jul 2016

    Training employers to use online superannuation platform. I was nominated and won for excellence in service, exceeding expectation of the role and taken extra responsibility by training new recruits, team reporting and quality control on cases

• 

  Australian Administration Services

  • Australia
  • Financial Services
  • 100 - 200 Employee

  • Technical Analyst

    • Jul 2014 - Mar 2015

    In charge of daily reconciliation and reporting of eRollovers. As a team of 1, I look after the inbox, review data from various sources and fix glitches, issues and liaise with other business units to ensure smooth process of eRollovers within SLA. Preparing reports to upper level management snd the COO on weekly basis using advanced excel knowledge.

  • EDT support specialist

    • Nov 2013 - Jul 2014

    Electronic Data Transfer (EDT) encompasses manipulating files received into a format that is readable by the system. It entails creating XML, using excel formula and macros to upload the file into the database system. After successful uploading, each file transfer has to be check for data accuracy to ensure correct information flow. The file then has to be registered into EDT database when admin team can allocate the data to intended recipients. Target is to upload 30 files/day with 3 self-QA and 3 Cross-QA. If file is in a different format then previous ones, it needs to be investigated before uploading. Daily file upload list is being maintain by each user in excel spreadsheet for easy monitoring.

  • Senior Customer Service Specialist

    • Aug 2012 - Nov 2013

• 

  Lloyds International

  • 20 Lexington drive, Bella Vista Sydney

  • Taxation consultant

    • May 2009 - Jun 2012
    • 20 Lexington drive, Bella Vista Sydney

• 

  HSBC Bank Australia

  • Consultant

    • Jul 2001 - May 2009

• 

  Sydney Opera House

  • Finance Staff

    • Aug 1999 - Aug 2000