PEI XIN WONG
Singapore
Summary
I'm looking for a challenging position with a successful and ambitious company that will further enhance my career, utilize my knowledge and enthusiasm to make a positive contribution to the company.
Overview
7
7
years of professional experience
Work History
Senior Operation Executive
IFAST Financial Pte Ltd
04.2022 - Current
- • Onboarding of financial products (ie. Unit Trusts), which include but not limited to the conduct of due diligence
- • Liaising with internal and external parties for the on-going maintenance of the financial products
- • Processed corporate actions for funds, ensuring accuracy and timeliness
- • Responded to inquiries related to funds, providing clear and accurate information
- • Participated in User Acceptance Testing (UAT) to evaluate and validate system enhancements
- • Managed KYC/ Due Diligence refreshes and requests in alignment with regulatory requirements
- • Managed the setup and updates of trailer fees for funds
- • Maintained and ensured accuracy of fund documentation and records
- • Performed ad-hoc duties as required to support operations and compliance
Associate, Corporate Secretarial
Stone Forest Corpserve Pte. Ltd.
11.2019 - Current
- Manage a portfolio of clients consisting of private and foreign companies in providing corporate secretarial agent services
- Handle full spectrum of company secretarial duties;
- Assist in the incorporation of new companies, and other entities, ensuring compliance with the requirements of the Singapore Companies Act and the relevant laws
- Prepare/review directors and shareholders' minutes of meetings and resolutions for specific transaction, relevant statutory forms and related documents;
- Handle client acceptance and compliance including KYC/CDD
- Ensure compliance with relevant statutory and regulatory requirement
- Ensure timely billing and collection
- Involves in ad hoc advisory assignment
- Involves in automation of work processes within the department
- Handle any other ad-hoc assignment to be directed by superior from time to time
Executive Officer
Compliance Management Pte. Ltd.
06.2018 - 08.2019
- Manage a portfolio of clients consisting of private and foreign companies in providing corporate secretarial agent services
- Handle full spectrum of company secretarial duties;
- Assist in the incorporation of new companies, and other entities, ensuring compliance with the requirements of the Singapore Companies Act and the relevant laws
- Prepare/review directors and shareholders' minutes of meetings and resolutions for specific transaction, relevant statutory forms and related documents;
- Handle client acceptance and compliance including KYC/CDD
- Ensure compliance with relevant statutory and regulatory requirement
- Ensure timely billing and collection
- Involves in ad hoc advisory assignment
- Involves in automation of work processes within the department
- Handle any other ad-hoc assignment to be directed by superior from time to time
Education
Bachelor - Finance And Investment
Tunku Abdul Rahman University College
05.2017
Bachelor - Finance
Coventry University
05.2017
Diploma - Finance And Investment
Tunku Abdul Rahman University College
05.2015
Skills
- Computer competencies
- Time Management
- Resourceful Problem-solving
Languages
English
Chinese (Cantonese)
Chinese (Mandarin)
Additional Information - Expected Salary
SGD 5300
Timeline
Senior Operation Executive
IFAST Financial Pte Ltd
04.2022 - Current
Associate, Corporate Secretarial
Stone Forest Corpserve Pte. Ltd.
11.2019 - Current
Executive Officer
Compliance Management Pte. Ltd.
06.2018 - 08.2019
Bachelor - Finance
Coventry University
Diploma - Finance And Investment
Tunku Abdul Rahman University College
Bachelor - Finance And Investment
Tunku Abdul Rahman University College
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