Marilyn Lee

at iFAST Financial (Singapore)
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Singapore, SG

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • Singapore
    • Financial Services
    • 1 - 100 Employee
      • Apr 2021 - Present

      • Jan 2019 - Mar 2021

      • Jun 2018 - Dec 2018

    • Singapore
    • Insurance
    • 700 & Above Employee
    • Administrative Assistant
      • Feb 2017 - May 2018

    • Singapore
    • Financial Services
    • 700 & Above Employee
    • Personal Assistant
      • May 2016 - Dec 2016

      1. Assisted in daily and ad-hoc administrative duties which reduced the workload of both the Manager and Financial Consultants 2. Increased overall work efficiency with the use of Microsoft Excel and PowerPoint in other administrative duties 3. Supported both the Manager and Financial Consultants in areas such as handling clients’ basic queries and providing solution to resolve their policies issues, increasing clients’ level of satisfaction and loyalty 1. Assisted in daily and ad-hoc administrative duties which reduced the workload of both the Manager and Financial Consultants 2. Increased overall work efficiency with the use of Microsoft Excel and PowerPoint in other administrative duties 3. Supported both the Manager and Financial Consultants in areas such as handling clients’ basic queries and providing solution to resolve their policies issues, increasing clients’ level of satisfaction and loyalty

    • Singapore
    • Banking
    • 700 & Above Employee
    • Wealth Management (Equities & Treasury Sales Support) Intern
      • Mar 2015 - Aug 2015

      1. Reduced the time taken in daily tasks using Microsoft Excel 2. Handled Relationship Manager’s basic queries and resolved revenue discrepancies informed by the Finance Team 3. Coordinated with my team to organize monthly department meetings aimed at increasing the awareness of the company’s products 1. Reduced the time taken in daily tasks using Microsoft Excel 2. Handled Relationship Manager’s basic queries and resolved revenue discrepancies informed by the Finance Team 3. Coordinated with my team to organize monthly department meetings aimed at increasing the awareness of the company’s products

    • Singapore
    • Hospitality
    • 700 & Above Employee
    • Designer Assistant
      • Jul 2013 - Feb 2015

      1.Assisted the Designer in daily tasks which reduced their workload for the week 2. Handled replenishing of stocks, ensuring that stocks are available at all time 3. Assisted in events’ preparation, enabling work to be completed before the deadline 1.Assisted the Designer in daily tasks which reduced their workload for the week 2. Handled replenishing of stocks, ensuring that stocks are available at all time 3. Assisted in events’ preparation, enabling work to be completed before the deadline

    • Bank Teller Intern
      • Oct 2012 - Dec 2012

      1. Assisted my mentor in frontline duties which helped to reduce the waiting time for each customer 2. Handled basic customers’ queries promptly, increasing customers’ satisfaction 3. Assisted in back office tasks which reduces colleagues’ workload for the day 4. Assisted in audit check on cheques and forms, ensuring that they are duly signed and are filled with the necessary information in an orderly manner 1. Assisted my mentor in frontline duties which helped to reduce the waiting time for each customer 2. Handled basic customers’ queries promptly, increasing customers’ satisfaction 3. Assisted in back office tasks which reduces colleagues’ workload for the day 4. Assisted in audit check on cheques and forms, ensuring that they are duly signed and are filled with the necessary information in an orderly manner

    • Singapore
    • Accounting
    • 1 - 100 Employee
    • Bookstore Sales Assistant
      • Oct 2009 - Dec 2009

      1. Assisted the bookstore owner in selling of books 2. Packing and Checking of books 3. Assisted the bookstore owner in cashier duties 1. Assisted the bookstore owner in selling of books 2. Packing and Checking of books 3. Assisted the bookstore owner in cashier duties

Education

  • Singapore University of Social Sciences (SUSS)
    Bachelor's degree, Finance
    2020 -
  • Ngee Ann Polytechnic
    Diploma in Banking and Financial Services
    2013 - 2016
  • Institute of Technical Education (College Central)
    Higher National Institute of Technical Education Certificate in Banking Services
    2011 - 2013
  • Institute of Technical Education (College East)
    National Institute of Technical Education Certificate in Service Skills (Office)
    2010 - 2010
  • Dunman Secondary School
    General Certificate of Education ‘N’ Levels
    2006 - 2009

Community

You need to have a working account to view this content. Click here to join now