Brian Cheung Email & Phone Number

Vancouver, Bc, Ca

Vancouver, British Columbia, Canada

- Review and provide feedback and improvements to books before they get handed off to clients by committing to provide high quality books and keeping errors to a minimum - Hold responsibility for outperformance in managing a client portfolio by providing monthly bookkeeping for a portfolio of up to 90 businesses, answer clients’ inquiries and guiding them to appropriate information while also meeting defined team and company objectives - Provide bookkeeping solutions to clients by… Show more - Review and provide feedback and improvements to books before they get handed off to clients by committing to provide high quality books and keeping errors to a minimum - Hold responsibility for outperformance in managing a client portfolio by providing monthly bookkeeping for a portfolio of up to 90 businesses, answer clients’ inquiries and guiding them to appropriate information while also meeting defined team and company objectives - Provide bookkeeping solutions to clients by answering inquiries regarding their books and guiding them with appropriate information when comes the time for tax season Show less

Vancouver, Canada Area

- Responsible for handling daily processing; placing segregated fund trades (buy, sell & switch) and establishing new accounts through the use of the Wealthserv platform- Tracking and follow-up on pending transfers by contacting receiving and relinquishing institutions- month-end account data reconciliation for account types, SIN numbers and DOB

Vancouver, Canada Area

- Involved in event coordination, calendar management and setting up meetings for wholesalers, taking into account of travel efficiency - General advisor support such as running quotes, directing appropriate forms for policy changes and providing walkthroughs for web and paper applications- Utilized data mining skills to support the sales team by identifying sales opportunities and prepare meetings for aligned wholesalers

Vancouver, Canada Area

-Compile and prepare policy applications by inputting confidential information into company database through quick and accurate data entry abilities-Accurately file notices and statements to existing advisor folders

Vancouver, Canada Area

- Perform accurate revenue allocations to appropriate ledgers for branches across the nation - Handle invoices for the Vancouver and Langley branches to insure smooth daily operations and rectify problems with vendors and in-house advisors if necessary - Document preparation for monthly financial meetings with the CFO - Provide online as well as phone assistance to advisors' inquiries - Provide assistance to the VP when necessary and respond in a timely manner

Hong Kong, Central (Prince Building)

- IT audit engagements by conducting tests of IT General Controls for various listed companies- Performed IT security audit for operating systems such as AIX, Windows and firewall applications such as Juniper and Fortigate - Performed reviews on IBM mainframe operating systems (CICS, Z/OS, RACF and DB2)- Conducted on-site examinations of client server rooms and inquired clients comprehensively to confirm controls and processes are adequately in place - Performed administrative… Show more - IT audit engagements by conducting tests of IT General Controls for various listed companies- Performed IT security audit for operating systems such as AIX, Windows and firewall applications such as Juniper and Fortigate - Performed reviews on IBM mainframe operating systems (CICS, Z/OS, RACF and DB2)- Conducted on-site examinations of client server rooms and inquired clients comprehensively to confirm controls and processes are adequately in place - Performed administrative tasks including creating and editing PowerPoints, summarizing reports, preparing brochures and business presentations for a BYOD (Bring Your Own Device) Program and auditing laptops dedicated for the security team Show less

Metro Vancouver, Surrey (Central City)

- Prepared and reviewed notary documents for notary agents - Handled basic drop-in and telephone inquiries - Assisted with the closure of settled cases

Japanese Studies

Bachelor Of Business Administration (B.B.A.), Accounting And Finance