Annual Reviews: I conducted comprehensive clients' profile reviews, which involved reassessing clients' business models, stakeholder structures, risk ratings, and financial analysis, as well as evaluating international economic trends and any adverse news.Loan Rollovers and Key Reporting: I assisted with syndication loan rollovers and supported critical reporting tasks, including collecting and reporting daily market interest rates, analyzing Bloomberg news, and providing market insights relevant to key clients to aid in business decisions.Operational Support: My operational duties included conducting phone confirmations, updating CRM system data, assisting with account openings, fixed deposits, remittance transactions, and ensuring the accuracy of inputted client financial statements.

Weekly report on the latest industry trends and knowledge popularization.Writing analysis reports on specific topics, by reading and gathering relevant information such as articles, papers and news.Assist clients in company establishment and application.Assist the company task force to complete the proposal, internal policy, education and training.Assist company finance and accounting work.

Collaborated on writing book “新創公司的100件大小事”Learn and handle accounting documents, accounting systems, entry processes, delivery processes, financial statements, tax statements and working papers. Participate in clients’ meetings.