ZHENG PEI
Epping,Australia
Summary
I am a self-motivated quick learner with a strong sense of responsibility at work. Strong trading and accounting knowledge with 1 year of experience in a related role. I'm also interested in the financial market with strong finance knowledge. I am an outgoing person who is always pleasant to work, study, and cooperate as a team member, and always motivated by challenges and eager for team, and hope to apply my skills to practice.
Overview
5
5
years of professional experience
Work History
Settlement Officer
OX Securities
Chatswood, NSW
03.2024 - Current
- Stayed calm and professional in situations and resolved conflicts to customer satisfaction.
- Developed procedures and processes for ensuring secure and accurate transfer of funds for securities settlements.
- Worked closely with internal departments such as accounting, legal, operations to resolve any settlement-related queries or issues.
- Remained highly organized and detail-oriented while working on several cases simultaneously.
- Ensured compliance with applicable laws related to money laundering prevention as well as fraud detection and prevention techniques when processing financial settlements.
- Processed and monitored cash payments, wire transfers, checks, ACHs, and other payment methods for settlements.
- Provided customer service support by responding promptly to inquiries from clients regarding their pending transactions.
Treasury Officer
ACY Securities
Chatswood, Australia
11.2022 - 02.2024
- Coordinated approval or rejection of daily withdrawal requests, and guaranteed the payments were processed in a timely manner
- Reviewed bank deposits and payments, maintained financial records, and supported to prepare reports
- Communicated with bank or payment provider to trace funds
- Resolved various trade inquiries for other departments
- Including accounting, dealing and customer support
- Checked payments and other accounting disbursements for accuracy and compliance
- Ensured treasury operations meet the standards of compliance and regulation
Marketing Intern
UniPhi
Hurstville, Australia
01.2020 - 04.2020
- Researched and evaluated competitor marketing and digital content
- Researched latest trends and conducted market analysis
- Researched competitor services and trends for analysis of marketing strategies
Education
Master of Commerce - Marketing
UNSW
Kensington08.2022
Master of Commerce - Marketing, Corporate finance, Applied Marketing Research
Macquarie University
North Ryde07.2021
Bachelor of Commerce - Marketing, Social marketing and sustainability
Macquarie University
North Ryde08.2020
Skills
- Time management
- Team working
- Multitasking
- Marketing research
- Data analytical skill
- Copywriting
- Microsoft Office
- R
- Photoshop
Projects
Macquarie Group, 01/22 - 02/22, Worked full time with Macquarie Group to identify possible commercial opportunities in China's carbon market which could be undertaken by CGM China, and recommended a market entry strategy for CGM China., Researched the recent business trend in renewable energy., Researched competitor business strategies., Identified possible opportunities in carbon market.
Hobbies and Interests
- Travelling
- Hiking
- Reading
Timeline
Settlement Officer
OX Securities
03.2024 - Current
Treasury Officer
ACY Securities
11.2022 - 02.2024
Marketing Intern
UniPhi
01.2020 - 04.2020
Master of Commerce - Marketing
UNSW
Master of Commerce - Marketing, Corporate finance, Applied Marketing Research
Macquarie University
Bachelor of Commerce - Marketing, Social marketing and sustainability
Macquarie University
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