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
9
9
years of professional experience
4
4
years of post-secondary education
3
3
Languages
Work History
Personal Financial Consultant
Oversea-Chinese Banking Corporation Limited (OCBC) Bank
11.2022 - 11.2024
- 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
12.2020 - 10.2022
- 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
- Assisted in payroll processing tasks such as timesheet validation, overtime calculation, benefits administration, and tax deductions.
- Monitored employee attendance and performance to verify punctuality and absences, addressing issues in accordance with company policies and procedures.
- 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.
- Filed paperwork, sorted, and delivered mail and maintained office organization.
- Maintained organized filing systems for accounting records, ensuring easy access to crucial financial information when needed.
- Improved cash flow management with diligent monitoring of incoming payments and timely collections followups.
- Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
- Generated invoices upon receipt of billing information and tracked collection progress.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
- Maintained account accuracy by reviewing and reconciling checks monthly.
- Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
- Add-hoc duties assigned by manager
Sales Support Administrator
Winfinity Singapore Pte Ltd
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.
- Liaised with finance department to ensure timely invoicing and collections for completed transactions.
- Provided exceptional customer service, addressing inquiries and resolving issues promptly.
- Facilitated communication between the sales team and other departments, fostering a collaborative work environment conducive to achieving company goals.
- Boosted sales by providing effective administrative support to the sales team.
- Optimized organizational systems for payment collections, AP/AR, deposits, and recordkeeping.
- Prepared and mailed invoices to customers, processed payments, and documented account updates.
- Entered invoice data into company's invoicing system to enable proper tracking and record keeping.
- Processed invoices and payments in line with company policies and procedures.
- Reduced invoice discrepancies by thoroughly reviewing purchase orders, contracts, and receipts before billing clients.
- Maintained accurate records of invoicing and payment activities in compliance with company and legal requirements.
- Assisted in month-end closing procedures by preparing detailed reports of outstanding invoices and payment statuses for management review.
- Assisted sales team in closing deals by providing comprehensive support throughout the quotation process.
- Reduced errors in quoting process by implementing a thorough quality control system for all outgoing proposals.
- Enhanced customer satisfaction by providing accurate and timely quotations for products and services.
- Enhanced inventory accuracy by implementing efficient tracking and organization systems.
- Conducted periodic cycle counts to maintain up-to-date information on available stock quantities, ensuring optimal order fulfillment rates.
- Tracked production and quality control systems to proactively identify deficiencies.
- Resolved customer complaints with empathy and professionalism, ensuring repeat business.
- Supported colleagues during periods of high demand or staff shortages, displaying a strong teamwork mentality.
- Investigated and resolved customer inquiries and complaints quickly.
- Arrange technician schedule daily.
Money Changer Counter Teller
Allbest Exchange Pte Ltd
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 06.2019 - 02.2021
Diploma - Accounting And Finance
PSB Academy
Singapore 06.2017 - 05.2019
Skills
Financial product sales
Presentations
Wealth management strategies
Attention to detail
Invoicing and billing
Accounts payable and receivable
Payroll administration
SAP
MS office
Customer service
Data confidentiality
Scheduling
Inventory control
Accomplishments
- Recommended a $600k Insurance policy to client.
- Recommended a $150k Investment product to client
- Consistently meet sales target.
- Top RP Rookie
- Successfully assisted the company in winning a lawsuit filed by the client.
- Successfully helped the company identify inaccurate inventory information from years ago.
Timeline
Personal Financial Consultant
Oversea-Chinese Banking Corporation Limited (OCBC) Bank
11.2022 - 11.2024
Accounting Clerk
Singenuity.Sg Pte Ltd
12.2020 - 10.2022
Bachelor of Arts - Accounting And Finance
Coventry University
06.2019 - 02.2021
Sales Support Administrator
Winfinity Singapore Pte Ltd
12.2017 - 11.2020
Diploma - Accounting And Finance
PSB Academy
06.2017 - 05.2019
Money Changer Counter Teller
Allbest Exchange Pte Ltd
02.2016 - 11.2017
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