Cuicui Ma Email & Phone Number

Halifax Regional Municipality, NS, CA

• Set cross training on funds and review on NAV and wires
• Worked on tier one client, resolve issues/queries raised by clients in a timely manner and maintain a high level of client satisfaction
• Coordinate investor servicing activities. Including investor on-boarding, capital calls, distributions, and other investor reporting
• Primary contact to client on daily operational, issue discussion and any other request. Stayed on top of communication internal and external to ensure deliverables are successfully made
• Perform other duties as assigned and cover on other funds when needed

Halifax, Nova Scotia, Canada

Halifax, Nova Scotia, Canada

Bedford, Nova Scotia, Canada

* Dollar amount keying of cheques, ATM envelopes and other payment items with high efficiency and accuracy*Verification and data entry of magnetic ink character recognition (MICR) lines on cheques and other payment items* Review and verification of payment items received through non-client facing channels to ensure appropriate negotiation validations are.

Halifax, Canada Area

* Receive inbound calls, actively listen to customers, uncover/analyze their needs, and offer customized solutions* Using effective relationship building skills and probing abilities to clients’ satisfactions and successfully close sales* Ask open-ended/probing questions to identify customers’ needs, and close-ended questions to specify problems* Able to.

Halifax, Canada Area

* Reconcile bank statements and prepare financial statements with great accuracy and attention to detail * Process journal entries, payments and invoices, proficiently using Simply Accounting Software* Process payrolls, remittance and ROE in order to prepare paychecks for employees* File T1 and T4 for owners and their employees to assist others in.

Master'S Degree, Finance

Bachelor Of Commerce - Bcom, Accounting