Experience

Goh Financial Advisers

• Financial Services
• 1 - 100 Employee

• Administrative Assistant

  • Feb 2019 - Present



HDFC AMC

• India
• Financial Services
• 700 & Above Employee

• Client Services Officer cum Manager

  • Jun 2008 - Sep 2017

  Prior to making the decision to start a new life in Australia with my husband as skilled professionals, I had built an accomplished track record working for an international mutual funds management organisation with over 20 years’ experience. I reported directly to the Branch Manager and Regional Services Manager- Championed the delivery and execution of exemplary customer service to patrons / stakeholders- Screened, time stamped, reconciled, processed and entered transactions & KYC application - Ensured adherence to company and financial industry’s stringent regulations and standards- Prepared financial reports, product research, managing the client process and assisting in queries - Received and sorted daily mail and distributed them to relevant departments- Prepared and dispatched investor correspondence, letters, memos, reports, account statements - Daily banking activity, reconciliation of transactions and fund manager reporting before cut off time- Maintained branch records by scanning and filling to ensure accuracy and accessibility for audit- Invoice entry, tracking and resolving issue related to claims - Administration support to Branch Manager and Sales team - Scheduling pest control, health and fire safety control for branch maintenance- Mentoring of new and junior staff and being a “reliable buddy” for their professional development



Citi

• Mexico
• IT Services and IT Consulting
• 100 - 200 Employee

• Personal Loans Officer

  • Feb 2007 - May 2008

  Previous role for one of the world’s biggest banking brands, working as part of their “flagship” non-banking finance entity providing Commercial Vehicle Loans, Construction Equipment Loans, Loans Against Securities and Trade Advances- personally processed over 700+ loans during my tenure with company- Review applications and conduct personal interviews with clients to provide guidance and feedback- Managed and responded to phone-based client queries- Coordinating daily activities within company and all banking channels / departments- Prepared financial reports by analysing applicant’s financial status and credit history - Used excellent investigative and analysis skills to determine loan feasibility- Submitted applications to credit analysts with verification and necessary recommendations- Negotiated payment arrangements with customers who have delinquent loans- Promoting Life Insurance and Personal Loan Insurance to individuals and firms (cross-selling)



V. B. & SONS (TRADING) LIMITED

• United Kingdom

• Financial Administrative Officer

  • Jun 2005 - Apr 2006

  Previous role for private supermarket retail chain where I worked at head office, assisting management teams and staff with day to day administrative support. I was praised for my efficient all-round administrative skills- Scrutinised and prepared import related documents for offshore purchasing - Applied excellent people skills to manage and nurture robust vendor relationships- Prepared contract T&Cs for shipment, delivery / payment, invoice recording, invoice reconciliation - General word processing, Filing, copying and faxing, collation and distribution of minutes- Updating of Excel spreadsheet reports and dashboards for management team decision making- Maintained offshore consignment delivery schedules and products distribution to company outlets - Performed cost analysis for consignment - Provided accounting teams FX reconciliation, banking and payment reconciliation related to imports - Provided administrative support to the Chief Executive and team