Eik Hsiao Ting (Tarrol)
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
8
8
years of professional experience
Work History
Personal Financial Consultant
Oversea-Chinese Banking Corporation Limited (OCBC) Bank
Hougang Mall Branch
11.2022 - Current
- Analyzed clients' financial situations to offer products to improve standard of living.
- Enhanced client financial stability by developing tailored investment strategies and retirement plans.
- Educated clients on potential risks and rewards associated with various investments.
- Demonstrated commitment to continuing education by completing advanced certifications and staying updated on industry developments.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Mentored junior associates, sharing knowledge of financial planning principles and fostering a culture of continuous improvement within the team.
Accounting Clerk
Singenuity.Sg Pte Ltd
Woodlands
12.2020 - 10.2022
- Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
- Facilitated timely month-end closing activities by completing accurate journal entries and account adjustments.
- Managed accounts payable and receivables and payroll.
- Assisted in payroll processing tasks such as timesheet validation, overtime calculation, benefits administration, and tax deductions.
- Filed paperwork, sorted, and delivered mail and maintained office organization.
- Monitored employee attendance and performance to verify punctuality and absences, addressing issues in accordance with company policies and procedures.
- Coordinated employee training programs to promote professional development and skill enhancement.
- Created job descriptions on boards for vacant jobs.
- Apply work pass for foreign worker. WPOL & EPOL
- Ad-hoc duties assigned by manager.
Sales Support Administrator
Winfinity Singapore Pte Ltd
Old Tampines Road
12.2017 - 11.2020
- Managed client database, ensuring accurate and updated information for targeted marketing campaigns.
- Managed multiple projects simultaneously while prioritizing tasks effectively leading to timely completion.
- Monitored inventory levels, coordinating replenishment orders when necessary to avoid stockouts.
- Enhanced customer satisfaction with prompt and accurate order processing.
Money Changer Counter Teller
Allbest Exchange Pte Ltd
Jurong West
02.2016 - 11.2017
- Reduced transaction errors with meticulous attention to detail in handling cash and recording transactions.
- Collaborated with team members to ensure seamless service during peak business hours, minimizing wait times for customers.
- Enhanced customer satisfaction by providing efficient and accurate foreign exchange transactions.
- Upheld stringent anti-money laundering protocols, monitoring suspicious activity and reporting incidents as required.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Processed customer transactions promptly, minimizing wait times.
- Trained new hires on customer service policies and procedures.
- Enhanced customer satisfaction by providing prompt, accurate, and friendly service during the remittance process.
- Achieved consistently high levels of accuracy when inputting payment data into systems, reducing discrepancies and reconciliation issues.
- Handled sensitive customer information with discretion, maintaining confidentiality throughout the payment process.
Education
Bachelor of Arts - Accounting And Finance
Coventry University
Singapore 02.2021
Diploma in Business Administration
PSB Academy
Singapore 05.2019
Skills
Financial product knowledge
Financial Services
Client Relations
Recordkeeping and File Management
Schedule Coordination
Accounts Payable and Receivable
Payroll Processing
Goal Setting
Administrative Skills
Team Player
Accomplishments
- Sold a $600k Insurance policy to client.
- Sold $150k Investment product to client
- Consistently meet sales target.
- Top RP Rookie
Languages
English
Upper intermediate (B2)
Chinese (Mandarin)
Bilingual or Proficient (C2)
Malay
Upper intermediate (B2)
chine
Timeline
Personal Financial Consultant
Oversea-Chinese Banking Corporation Limited (OCBC) Bank
11.2022 - Current
Accounting Clerk
Singenuity.Sg Pte Ltd
12.2020 - 10.2022
Sales Support Administrator
Winfinity Singapore Pte Ltd
12.2017 - 11.2020
Money Changer Counter Teller
Allbest Exchange Pte Ltd
02.2016 - 11.2017
Bachelor of Arts - Accounting And Finance
Coventry University
Diploma in Business Administration
PSB Academy