Yi W. Email and Phone Number

General clients meeting and documentation entry dutiesBank communication regarding clients' loan applications processesAssistant other senior finance broker with loan application preparation andlodgmentsRepresent the company by providing a professional, well-groomed andwelcoming presenceGeneral administrative duties to the wider business to a high standard asrequestedKeep reception, meeting rooms and all common areas presentable to ahigh standard at all timesManaging incoming and outgoing phone calls with a high level ofprofessionalism

Assist in quarterly balance sheet reconciliations Preparation of annual financial statement, monthly BAS, quarterly BAS etc Bank cheque deposit and withdraw daily rolesProcess payments as well as documents like invoicesReconcile invoices received with departmental billingsIssue invoices to customers based on services rendered and/or goods soldMake and track paymentsReview employee expenses and make reimbursementsMake bank deposits and keep up recordsTrack expenses as they relate to specific projects and jobsValidate invoices against items or services receivedCheck all financial transactions for accuracyKey data into company accounting systemDisburse funds as needed

General administration dutiesLiaise with various departments of productionArranges meetings by scheduling appropriate meeting times, booking rooms, and planning refreshmentsManages correspondence by answering emails and sorting mailAssists in planning and arranging events, including organising cateringHandles expenses and billing cyclesAnswers phone calls and transfers them as necessaryDrafts, formats, and prints relevant documentsMaintains stock lists and orders office supplies as neededManages staff expense requestsInteracts with directors and carries out their requestsAssists in purchase orders and invoicingMaintains accurate records for employee holiday requestsManages outgoing post and records data on special deliveriesPhotocopies and files appropriate documents as neededAttends workshops and conferences when requestedMay take care of website functions and social media profiles