Christin Lie

Christin lie

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Followers of Christin Lie307 followers
  • Timeline

  • About me

    Assistant VP, The Eastern Investment

  • Education

    • Swinburne university of technology

      2002 - 2003
      Bachelor of business finance and international trade

      AAJI - Certified Asosiasi Asuransi Jiwa IndonesiaRG 146 - Qualified AFS ( Australian Financial Service) OfficerASFA 100 - Certificate IV in Superannuation

  • Experience

    • Victory jayatama sempurna

      Feb 2004 - Feb 2007
      Finance administrator

       Preparing monthly adjustments entries and finalizing monthly reports Preparing year-end financial statements  Completing monthly Bank, General Ledger and Balance Sheet Reconciliations Arrange manager’s meetings and assist on a range of works in a project support capacity In charge of the day to day entry of Accounts Receivables and Collection Prepare Excel spreadsheets, analysis report and other statistical charts for management teams Contacted clients to negotiate repayment terms and conditions Clients : Metro Supermarket, Hypermarket, Carrefour Show less

    • Victory and galileo centre

      Feb 2006 - Feb 2009
      Recruitment education agent

       Setting up my own education recruitment agency business in Indonesia 2006-2009 , liaising with a few prestigious affiliations and partner association in Malaysia, Singapore and Australia Partnership with AEC (Australian Education Centre in Medan, Indonesia) and ISN (International Student Network) in Sydney. Campaign and exhibitions, school visits, study trip and liaison with Education Ministry and overseas embassy Institutions: Raffles Design Institute, KDU, MDIS, Informatics, Inti College, Taylors College, Help University Assist students for course selection and future career paths Show less

    • Terraverde pty ltd

      Mar 2009 - Aug 2011

       Attending Chadstone Centre Management monthly meetings Data entry  Design posters for upcoming events ( Easter, Christmas & New Year)  Motivate staff to meet set sales targets Uploading and downloading stocks data each day and liaise with warehouse for stocks replacement Assist customers with product selection and offer advice to customers Handling customer’s complaints and respond to enquiries  Assisting Area Manager duties including training new sales staff in basic operations and procedures, arranging monthly meetings and filing in other members staff in their absence  Stock control and transfers in/out Processing payments using cash, EFTPOS, credit card, voucher, barter card, credit note Make changes and issue sales receipts and calculate discounts when appropriate Issue credit notes and make exchanges or refund

      • Store Manager

        Aug 2010 - Aug 2011
      • Assistant General Manager

        Mar 2009 - Aug 2010
    • Mercer

      Sept 2011 - Sept 2014

      • Provide training for new superannuation administrator/consultant• Conduct due diligence check on project basis• Run annual financial review and administer wind up project• Identify performance gaps between current SOP and Australian Government practices• Review monthly reconciliation• Process DB (Defined Benefit) calculation and complex insurance calculation, payments• Managing high value clients with greater range of portfolio• Administering Member’s Investment OptionsPortfolio:1. Woodside Superannuation Plan 2. Sydney Airport Superannuation Plan 3. Brisbane Airport Superannuation Plan 4. Crane Superannuation Plan5. Rockwell Superannuation Plan6. Scotch College Superannuation Plan7. Trinity Grammar School Superannuation Plan8. CSC Superannuation Plan9. Unisys Superannuation Plan10. Alstom Superannuation Plan Show less - Maintaining and providing total client relationship management- Building relationship with Employer, Financial Advisor and Members- Processing rollover and benefit payment- Liaising with clients with complex queries.- Responsible for providing an end-to-end superannuation administration service including maintenance and update of member records, client reporting, data analysis Portfolio expert, resolving queries from Fund’s client relationship manager Portfolio:1. Vodafone Australia Superannuation Plan 2. ACAST3. Ernst and Young Superannuation Plan 4. Cameron Australasia Superannuation Plan5. Deutsche Staff Superannuation Plan (500 members)6. Viterra Super Plan7. Malaysia Airlines Superannuation Plan 8. Crane Superannuation Plan 9. TCV Superannuation Plan10. Angus and Coote Superannuation Plan Show less  Peer Review rollovers and member payments (MST, Australian Super, NGS, Equip, ANZ) Process CSD- PSD payments, Export migrated data to Excel spreadsheets and reconcile from Superb and M-track Process Global Benefit calculations, accumulation and retained category Peer Review cheque refunds, roll-in transfer, member amendments Process SMSF verification via ATO portal Generate letters internally and externally via Reporting Tool Liaise with client fund administrator and compliance team to resolve incomplete data issues Show less

      • Senior Client Finance Consultant (DB complex)

        Sept 2013 - Sept 2014
      • Clients Fund Administrator

        Sept 2012 - Sept 2013
      • Central Administrator Peer Review

        Sept 2011 - Sept 2012
    • Centurion property group

      Jan 2015 - now
      Client relationship manager
    • The eastern investment

      Jan 2016 - now

      Seniorq Fund Manager maximizing wealth portfolio of the clients. Specialised in funding sector. Managing bankers portfolio, build team.

      • Assistant Vice President

        Oct 2015 - now
      • Senior Wealth Manager

        Jan 2016 - now
  • Licenses & Certifications

    • Afs (australia financial services) rg 146

      Asfa
      Aug 2014
    • Asfa 100

      Certificate iv in superannuation asfa (the association of superannuation funds of australia limited)
      Oct 2013
      View certificate certificate
    • Certificate 3 - anti money laundering and counter terrorism

      Mercer super trust
      Dec 2011
  • Honors & Awards

    • Awarded to Christin Lie
      Silver and Gold Accreditation Mercer Super Trust Oct 2011 Customer Plus: Silver and Gold Accreditation (Mercer)
    • Awarded to Christin Lie
      Certificate of Excellence Swinburne University Dec 2003 Certificate of Excellence: Highest Result in International Trade Strategies (HBI 340) within the School of Business by Swinburne University of Technology, Melbourne, Australia
    • Awarded to Christin Lie
      Cum Laude - Honors Student Taylors College Malaysia Feb 2001 Cum Laude – Honors Student (Fall 2000 - Fall 2001) American Degree Transfer ProgramTaylor’s College, Malaysia
  • Volunteer Experience

    • Co Organizer

      Issued by Meetup on Jan 2013
      MeetupAssociated with Christin Lie