Greater Toronto Area, Canada
•Understanding of both domestic and international financial markets through academic experience (International Finance, International Taxation, The practice of International Trade, etc) •Proficient in MS Word, Excel, PowerPoint, Outlook, Eviews and Dreamwaver and Photoshop, and SAP •English, Chinese (Mandarin, Cantonese) EXPERTISE: Research data skill Financial Reporting & Analysis Detailed Budgeting Sales & Marketing Strategy Customer Service Skill GAAP & IFRS Standards Creative Thinking & Problem Solving SAP
Conference of Stars -2024 & 2023 &2022, recognizing top national performance
Q3 Spotlight Reward 2019
Spotlight Reward 2016 &Q4 Spotlight Reward 2017 • Sales 127% and overall achievement 130% rated as Distinguish for the year of 2017 • Assisting and serving customers with their daily banking, lending and investment to provide an overall client satisfaction and making sure the conducting of business is in accordance to the bank’s guideline, Know Your Client, Anti-Money Laundering (AML), business ethics and auditing requirements. • Maintaining customers base and being vigilant daily transactions, in cooperating with internal compliance team and legal department to ensure organizational compliance is implemented. • Performing money laundering detection related activities in support of Anti-Money Laundering (AML) regulations and bank’s guideline to prevent financial-related crimes. • Preparing Suspicious/Unusual Transaction Report (STR/UTR) and large cash transaction reports (LCTR) for daily unusual transactions of personal and commercial customers. • Fulfilling formal retail and commercial banking Request For Information (RFI) for clarifying customers’ expected activities and ongoing patterns, and replying within one business day
•Promoted Tax Clinic, events through social medias (Facebook, LinkedIn, Twitter) and collected comments and opinions from students •Performed quality assurance on completed tax returns and on-site troubleshooting
•Co- Founded Tax Clinic of Odette Master of Management Society •Planned and Organized student events( Pelee Park Trip, 2013 Odette M.o.M Basketball 3V3 Tournament) •Conducted Market Research, organized and promoted graduating student GALA •Created a Facebook page and use Facebook to promote events, collect comments and opinions from students