MONICA SWEE GEK CHOO
Summary
Professional administrative expert with strong organizational and communication skills. Adept at managing schedules, coordinating events, and handling confidential information. Known for effective team collaboration, reliability, and adaptability in dynamic environments. Skilled in Microsoft Office Suite, project management, and problem-solving.
Diligent Desired Position with history of managing executive schedules, coordinating meetings, and handling correspondence. Proven track record of streamlining office operations, which led to improved efficiency and reduced administrative costs. Demonstrated organizational skills and effective communication in supporting high-level executives.
Overview
22
22
years of professional experience
Work History
Investment Executive
NTUC Income
12.2004 - 08.2018
- Monthly, Quarterly and Half Yearly Reporting
- A) Sending fund size report to external parties (Monthly Report)
- B) Collate monthly fund factsheet and send to the respective contributors for Checking (Monthly Report)
- C) Assist in checking monthly fund factsheet
- D) Update Organization Chart to HR on a monthly basis
- E) Submission of discretionary funds to CPFIS (Quarterly Report)
- F) Collate and send Performance and Risk Report to Morningstar (Quarterly Report)
- G) Collate Semi-Annual Fund Report and send to the respective contributors for checking (Half Yearly Reporting)
- H) Update and assist in the checking of Semi-Annual Fund Report (Half Yearly Reporting)
- Department Admin Duties
- A) Update ISO Procedure Manual and Investment Policy Manual
- B) Update HR on change of reporting
- C) Collate shifting of office
- D) Organize Department Events
- E) Assist to update website information for ILP Funds upon requests
- F) Upload monthly Fund Facstheet/Semi Annual Fund Report
- G) Assist to collate BIA and BCP for the department
- H) Supervise 2 staffs and ensure smooth running of admin team
- I) Plan department tea and year end Christmas Party
- J) Make the necessary arrangement for new staffs (eg: requisite PCs, stationary and phoneline)
- K) Other ad hoc admin duties
Bank Executive
DBS Bank
11.2001 - 12.2004
- A) Provide linkage for foreign corporate investors in trading of shares in Singapore Market
- B) Foreign client calls daily to check on problem trades and we have to ensure our services meet their requirement
- C) Meeting tight CDP cut off time daily on order to settle urgent trades
- D) Handle queries from client via email and ensure that the queries are replied within the same day in order to meet their requirement
- E) Put up claim for client if client is entitled to the dividend
- F) Handle account openings for client if they wish to open new accounts
- G) Affirmation of trades through CDP system
Assistant Officer
OUB
11.2000 - 11.2001
- A) Handling portfolio for clients who are above the age of 55
- B) Ensure that letters to client eligible to close account under CPF act section 15 is sent out on a timely basis
- C) Ensure that correct number of shares is transferred from OUB sub-account to respective client's GSA account
- D) Ensure that client's balance in CPF investment account is transferred to their account before account closure
- E) Handling fixed deposit and Insurance
- F) Withdrawal and placement of fixed deposit/insurance by client are processed according to Industry Standard on a timely basis
- G) Ensure that correct amount of fixed deposit/Insurance is paid to correct party
- H) Handling Standing Instruction
- I) Verify that client's signature tally with bank's record in order to process it
- J) Account Closure
- K) Client's Instruction
- L) Dividend/Bonus for a/c closed
- M) Statistics on account closed
- N) Attending to Hotline (Client's enquiries)
Bank Executive
DBS Bank
06.1997 - 10.2000
- A) Provide linkage for foreign corporate investors in trading of shares in Singapore Market
- B) Liasing with custodian banks and stockbrokers to pre-match trade instructions
- C) Foreign client calls daily to check on problem trades and we have to ensure our services meet their requirement
- D) Put up claim for client if client is entitled to the dividend
- E) Handle account openings for client if they wish to open new accounts
- F) Affirmation of trades through CDP system
Industrial attachment
Pentex Schweizer Circuit Limited
11.1996 - 01.1997
- A) Assist the company in achieving the prestigious Singapore Quality Award (SQA)
Education
Diploma - Quality Engineering
Temasek Polytechnic
06.1997
GCE "O" Levels - 6 "O" Level Passes
Bowen Secondary School
12.1993
Skills
- Microsoft Office
- Word
- Excel
- PowerPoint
Accomplishments
- Achieved skills in writing and editing clauses for the ISO 9000 Quality Manual
- Completed final year project by assisting Pentex Schweizer in obtaining Singapore Quality Award (SQA) during attachment programme
- Credited for best communications skills in Temasek Polytechnic
- Attended course on maintaining good client relations
- Obtained certificates in Life Insurance and Investment Linked Life Insurance Policies
- Obtained driving license
Timeline
Investment Executive
NTUC Income
12.2004 - 08.2018
Bank Executive
DBS Bank
11.2001 - 12.2004
Assistant Officer
OUB
11.2000 - 11.2001
Bank Executive
DBS Bank
06.1997 - 10.2000
Industrial attachment
Pentex Schweizer Circuit Limited
11.1996 - 01.1997
Diploma - Quality Engineering
Temasek Polytechnic
GCE "O" Levels - 6 "O" Level Passes
Bowen Secondary School
Similar Profiles
NICHOLAS NEONICHOLAS NEO
SENIOR MANAGER, BRANCH SERVICES | SERVICE EXCELLENCE at Income Insurance Limited (formerly NTUC Income) SingaporeSENIOR MANAGER, BRANCH SERVICES | SERVICE EXCELLENCE at Income Insurance Limited (formerly NTUC Income) Singapore
Audrey Oh XinYuAudrey Oh XinYu
Associate Client Advisor at NTUC IncomeAssociate Client Advisor at NTUC Income
Ambikapathi RajagopalAmbikapathi Rajagopal
Financial Associate at NTUC IncomeFinancial Associate at NTUC Income
Bedika ChattopadhyayBedika Chattopadhyay
Investment Executive at UBS Wealth ManagementInvestment Executive at UBS Wealth Management
CHI-NAN LIUCHI-NAN LIU
Investment Executive at AsiaVest InvestmentInvestment Executive at AsiaVest Investment