Marilyn Lee Email & Phone Number

Singapore

1. Handled inter-department enquiries pertaining to client’s incoming and outgoing transfers2. Assisted in daily duties such as processing of client’s transfer for mutual funds and securities, matching and requesting of confirmation note for transfers being processed, and following up on outstanding transfer cases on a timely manner3. Undertaken ad-hoc.

Singapore

1. Processed client’s trades, account opening forms and updates promptly on daily basis within the time frame2. Handled various departments’ enquiries pertaining to client’s trades and accounts3. Involved in User Acceptance Testing (UAT) for system enhancement, increasing overall work efficiency4. Assisted in monthly basic reconciliation for Regular.

Singapore

1. Processed and followed up on healthshield conversion plans promptly on a daily basis for clients 2. Handled various stakeholders’ queries pertaining to clients’ policies, increasing clients’ satisfaction3. Liaised with internal departments such as control team and IT to resolve issue in a customer centric manner4. Assisted in ad-hoc duties which reduced.

Fuji Xerox Towers

1. Assisted in daily and ad-hoc administrative duties which reduced the workload of both the Manager and Financial Consultants2. Increased overall work efficiency with the use of Microsoft Excel and PowerPoint in other administrative duties3. Supported both the Manager and Financial Consultants in areas such as handling clients’ basic queries and providing.

OCBC Centre

1. Reduced the time taken in daily tasks using Microsoft Excel2. Handled Relationship Manager’s basic queries and resolved revenue discrepancies informed by the Finance Team3. Coordinated with my team to organize monthly department meetings aimed at increasing the awareness of the company’s products

Marina Bay Sands, Bay Floral Department

1.Assisted the Designer in daily tasks which reduced their workload for the week2. Handled replenishing of stocks, ensuring that stocks are available at all time3. Assisted in events’ preparation, enabling work to be completed before the deadline

Tampines Branch POSB

1. Assisted my mentor in frontline duties which helped to reduce the waiting time for each customer2. Handled basic customers’ queries promptly, increasing customers’ satisfaction3. Assisted in back office tasks which reduces colleagues’ workload for the day4. Assisted in audit check on cheques and forms, ensuring that they are duly signed and are filled.

Tampines North Primary School

1. Assisted the bookstore owner in selling of books2. Packing and Checking of books3. Assisted the bookstore owner in cashier duties

Bachelor'S Degree, Finance

Part-Time Studies

Diploma In Banking And Financial Services

Activities and Societies: 1. Attended a study trip to Taiwan, Taipei 2. Attended Habitudes Workshop 3. Attended Personal Branding and.

Higher National Institute Of Technical Education Certificate In Banking Services

Activities and Societies: Interact Club

National Institute Of Technical Education Certificate In Service Skills (Office)

Activities and Societies: Entrepreneur Club

General Certificate Of Education ‘N’ Levels

Activities and Societies: National Police Cadet Corps