Joy Wang, Frm Email & Phone Number

加拿大 不列颠哥伦比亚 温哥华

• CDS security delivery and settlement
• Derivatives and foreign exchange transaction validation.
• Reconciling security and derivative positions
• Providing back up and troubleshooting support for various functions in the finance department.

Vancouver

• Reliable and responsible Residential Lending Credit Analyst with strong analytical skills and time management skills with a very good eye for details and the ability to work under pressure and assist the Credit Officer.
• Assessing, analyzing, and interpreting complicated financial information
• Keeping Bank’s credit exposures within set risk bearing limits.
• Completing loan application forms and submitting to loan officers for approval
• Making recommendations about procedural/policy changes.

Richmond, British Columbia

• Responsible and trusted Customer Services Representative maintains a high level of professionalism, patience, and efficiency to minimize customer dissatisfaction and increase customer loyalty.
• Engage with customers respond to customer inquiries, complaints and comments on a daily basis, and determine corrective action for high-volume branch location.
• Review and verify transactions to ensure proper processing according to established quality standards.
• Process transactions including money transfer, deposits and withdrawals and data entry to update client files.

Vancouver, Canada Area

• Trusted and accomplished financial advisor, counseling and managing high-value clients and companies on wealth, investment and banking strategies and needs. Daily proactive outreach to current and potential clients to.
• Engage with clients and track/report daily progress to meet their immediate and future financial needs, offering guidance and providing effective solutions to concerns or objections
• Broad understanding of financial services offerings and tools to help increase bank sales and wealth for both personal and small business clients
• Deliver a comprehensive experience for each client on financial planning needs including cash management, credit, wealth protection, mutual investments and mortgage lending
• Efficient time and project manager with strong communication skills

Burnaby, Canada

• Management and expansion of client base, introducing new insurance, mutual fund and retirement products, providing custom recommendations for estate and succession planning and allocation of foreign assets. Expanded.
• Each year, recipient of top companywide sales performance awards

Shanghai City, China

Responsible for managing trial balance and year-end financial statements, and testing the reliability and accuracy of the cash, expense and payroll cycle in the Assurance Department.

Quebec, Canada

• Managed client list, serving as tax adviser, preparing and filing individual and corporate tax returns. Provided bookkeeping services for small to medium-sized companies, including payroll calculations, monthly tax.
• Conducted monthly bank reconciliations
• Prepared detailed yearly financial statements for small to medium sized companies

Shanghai City, China

Selected for summer internship at high profile investment company, working as assistant to the company’s VP of Human Resources. Charged with preparing and arranging HR recruitment activities, monthly document filings, preparing and distributing meeting content information and recording meeting minutes.

Education record

Certificate, Financial Modelling And Valuation Analyst

Certification, Data Analytics

Bachelor'S Degree, Accounting