Ivy S.

Experience

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  Neusoft

  Dec 2015 - Jan 2016

  Accounting Intern

  • Collating documentation for year-end audit;• End of year accounts and balance sheet reconciliation;• Reviewing year-end employee expense claims.

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  Light Inspirations Consulting

  May 2016 - May 2017

  Founding Partner and Marketing Director

  • Effective completion of budgeting, general bookkeeping and financial reporting, using Excel;• Leading marketing strategy development and client base development;• Event advertising and promotion; managing and implementing social media campaigns;Successfully organised a Career Expo at the Melbourne Town Hall, helping more than 3000 people to find employment opportunities.

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  China Life Insurance Co.Ltd

  Dec 2016 - Feb 2017

  Sales Representative

  • Promote business services and products to prospective clients by “cold calling”;• Providing evaluations about clients’ existing insurance plans during regular client visits, making suggestions about changing or adding insurance products based on their needs so that more risks can be covered;• Assisting marketing team to develop various marketing strategies against competitors.• Increasing the client base by 10% and contributing to 1% revenue growth in the sales team;• Delivering presentations sharing personal insights and experience about client telling on weekly meetings;• Helping the company to create new market campaigns on WeChat to promote new products. Show less

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  Moncler

  Mar 2018 - Sept 2018

  Client Advisor

  • Communicate effectively with customers and offer them advice based on their preferences, including “warm calling” to existent customers and “cold calling” to potential customers about new product offers;• Identify and provide solutions to customer complaints in a patient and helpful manner;• Analyse discrepancies using Excel to improve the monthly cycle-count method;• Accurate preparation of financial reports, daily target setting, sales and traffic forecast;Consistently achieve both the individual and team KPIs targets, contributing to top sales. Show less

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  Partners Wealth Group

  Oct 2018 - Jul 2019

  Partners Superannuation Services Gradute Auditor

  • Initial reviews of SMSF financial statements and raise initial audit queries;• Prepare audit work papers by using Excel and PDF;• Review of SMSF compliance with SISA and SISR;• Prepare audit reports, invoices and communicate with clients.