Experience

5 ELK

• Financial Services
• 1 - 100 Employee

• Client Service Administrator

  • Apr 2023 - Present

  • Recorded/updated client data to the financial planning CRM – AdviserLogic • Assisted financial planners in all areas of advice documentation preparation e.g Record of Advice and Review worksheets. • Liaised with Australian financial institutions. • Provided back-office administration and support. • Recorded/updated client data to the financial planning CRM – AdviserLogic • Assisted financial planners in all areas of advice documentation preparation e.g Record of Advice and Review worksheets. • Liaised with Australian financial institutions. • Provided back-office administration and support.



Pacific Land Ventures & Property Development

• Financial Analyst - Inventory

  • Mar 2019 - Apr 2023

  • Maintained records of stock transactions from deliveries and invoices to issuances • Prepared Goods Receipt, Goods Issue, Goods Return and Transfers through SAP Business One software. • Generated the monthly balances of all inventoriable items, office supplies, accountable forms, marketing materials, and safety apparel. • Prepared monthly running material costs particularly for special or certain projects. • Conducted semi-annual inventory count and reconciled materials inventory balance per books against per count. • Prepared validation of cost of completed projects. Other duties • Prepared certain financial reports • Prepared Commission Statements for brokers and agents • Prepared checks and vouchers Show less



Land Asia Realty and Development Corp.

• Real Estate
• 1 - 100 Employee

• On-the-Job trainee

  • May 2018 - Jul 2018