MUJIE ZHANG
REID,ACT
Summary
Competitive entry-level financial professional looking for new challenge as a Paraprofessional. Adept at managing client relationships and analyzing financial information. Willing to work hard, learn quickly and take on any challenge to advance.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Paraplanner
Veurr Financial Planning
04.2023 - Current
- Enhanced client satisfaction by providing thorough financial planning support and timely recommendations.
- Collaborated with financial advisors to develop customized financial plans for clients to meet their long-term goals.
- Streamlined internal processes by implementing efficient data management strategies and tools.
- Conducted comprehensive research on investment options, resulting in well-informed advice for clients.
- Prepared clear and concise reports that facilitated advisor-client communication and decisionmaking.
- Maintained up-to-date knowledge of industry trends through continuous professional development activities.
- Ensured compliance with regulatory requirements by staying current on industry rules, regulations, and standards.
Client Service Officer
Veurr Financial Planning
10.2021 - 04.2023
- Supported advisors in conducting client meetings, ensuring a smooth flow of information and effective collaboration.
- Managed multiple projects simultaneously while maintaining high levels of accuracy and efficiency.
- Monitored market performance regularly to provide insightful updates to both advisors and clients as needed.
- Assisted in the preparation of annual reviews for existing clients, fostering trust through transparency.
- Prepared for meetings by gathering materials, reports and presentations.
- Put together detailed financial and investment plans for customers.
Accounting Assistant
EASTERN ASIA GROCERIES Pty Ltd
09.2019 - 12.2021
- Streamlined accounting processes by implementing efficient organizational systems and procedures.
- Enhanced financial reporting accuracy by diligently reconciling accounts and identifying discrepancies.
- Assisted in the preparation of monthly financial statements for timely and accurate reporting to management.
- Reduced errors in account reconciliation through meticulous attention to detail and thorough review of transactions.
Property Manager
TRUSTED REALTORS Pty Ltd
03.2020 - 09.2020
- Enhanced tenant satisfaction by promptly addressing concerns and resolving issues in a timely manner.
- Increased property occupancy rates by effectively marketing available units and conducting thorough tenant screenings.
- Maintained positive landlord-tenant relationships, ensuring clear communication and prompt resolution of any disputes.
- Streamlined rent collection processes, reducing late payments and improving overall revenue generation.
- Conducted regular property inspections, identifying areas for improvement and proactively addressing potential safety hazards.
- Oversaw lease agreements from inception to termination, ensuring compliance with local regulations and protecting the interests of both landlords and tenants.
Education
Master of Science - Finance
Australian National University
Canberra, ACT06.2019
Bachelor of Science - Finance
Southwestern University of Finance And Economics
China06.2016
Skills
- Regulatory compliance awareness
- Ethical decision-making
- Team collaboration
- Financial software expertise
Certification
CFA III
Languages
Chinese (Mandarin)
Native or Bilingual
English
Professional Working
Software
R Project
Python
SPSS
MicroSoft office
References
References available upon request.
Timeline
Paraplanner
Veurr Financial Planning
04.2023 - Current
Client Service Officer
Veurr Financial Planning
10.2021 - 04.2023
Property Manager
TRUSTED REALTORS Pty Ltd
03.2020 - 09.2020
Accounting Assistant
EASTERN ASIA GROCERIES Pty Ltd
09.2019 - 12.2021
Master of Science - Finance
Australian National University
Bachelor of Science - Finance
Southwestern University of Finance And Economics
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