Zhuohan Zhang
Melbourne,VIC
Summary
Diligent and detail-oriented Administrator with proven history in successful team management. Professionally coordinate files, correspondence, and resources to boost productivity and facilitate operations. Skilled in general office processes and optimization strategies. Highly-qualified business administration professional driven to oversee operations with results-oriented mindset. Versed in best practices and strategies for streamlining workflows. An organized and motivated individual, eager to utilize time management and organizational skills across diverse settings. Seeking entry-level opportunities to enhance abilities while contributing to company growth.
Overview
4
4
years of professional experience
Work History
Administrative Officer
Changjiang Financial Pty Ltd
Melbourne, Victoria
10.2022 - 11.2023
- Updated client profiles with relevant KYC information, mainly responsible for the account opening needs of multiple stores such as Melbourne, Sydney, Brisbane, and BD, with a daily account opening volume of over 25
- Conduct daily identity verification, risk assessment, and document collection for new customers, and input customer and account information into the system;
- Regularly update and review existing customers to ensure accurate and complete information, and promptly detect and report suspicious activities;
- Prepare corresponding documents for existing customers, including Money Exchange & Remittance Agreement, transaction contracts;
- Track and understand changes in foreign exchange rates and industry compliance regulations;
- Collaborate with other departments, follow up on client project progress, assist with daily office administrative and financial affairs, assisting bookkeeping administration duties and update company social media
Funds Operation
Creditease Co., Ltd
Shanghai, China
07.2021 - 12.2021
- Be responsible for maintaining the information of more than 500 investors, checking the information of 10 fund products and the relevant net worth reports of more than 300 customers, and completing the issuance of subscription, distribution and redemption confirmations;
- Assist in completing the annual reports and relevant regulatory compliance reports of different registration regions according to the data provided by the finance department;
- Managed accounts payable and receivable functions related to mutual fund operations;
- Verified the accuracy of trade confirmations, account statements, and other documents related to mutual funds operations;
- Collaborated with other departments within the organization regarding operational issues.
Customer Service Representative
Changchun Rural Commercial Bank
Changchun, China
04.2020 - 06.2020
- assist customers in class business through independent channels, improve efficiency, maintain sub branch order, assist in business pre-processing and emergency response services for emergencies
- Developed positive relationships with customers through friendly interactions.
- Provided exceptional customer service to ensure customer satisfaction.
- Answered customer inquiries and provided accurate information regarding products and services.
Promotion of Financing Services
HuiXin Finance
Changchun, China
01.2020 - 04.2020
- Collect and establish customer information, promote corporate financing services to potential customers, and provide business consultation for lending customers to help customers realize their credit plans;
- Assist the superior to prepare relevant documents and reports, as well as other temporary work, and coordinate the work;
- Coordinated activities between different teams and departments in order to ensure consistency of messaging across all channels of communication.
Education
MBA - Finance
Royal Melbourne Institute of Technology
Melbourne, VIC12-2022
BBA - Business
Monash University
Melbourne, VIC12-2019
Skills
- Office Administration
- Executive Support
- Customer Service
- Mail handling
- Cross-Functional Collaboration
- Administrative Support
- Reporting and documentation
- Recordkeeping and File Management
- Attention to Detail
- MS Office
- Microsoft Excel
- Commission calculation
- Data Processing
- Strong Communication Skills
Languages
Chinese (Mandarin)
Professional
Timeline
Administrative Officer
Changjiang Financial Pty Ltd
10.2022 - 11.2023
Funds Operation
Creditease Co., Ltd
07.2021 - 12.2021
Customer Service Representative
Changchun Rural Commercial Bank
04.2020 - 06.2020
Promotion of Financing Services
HuiXin Finance
01.2020 - 04.2020
MBA - Finance
Royal Melbourne Institute of Technology
BBA - Business
Monash University
Similar Profiles
Mengying CuiMengying Cui
Office Administrator at Changjiang Financial CompanyOffice Administrator at Changjiang Financial Company
Ivan SHIIvan SHI
Building Manager/Operation Supervisor at New ChangJiang PropertyBuilding Manager/Operation Supervisor at New ChangJiang Property
Jiayi ZhouJiayi Zhou
Customer Service Intern at Changjiang Futures Co., LtdCustomer Service Intern at Changjiang Futures Co., Ltd