HARMEET KAUR
67, Jalan 4/5a,Taman Melati,Setapak 53100 Kuala Lumpur
Summary
To work in an environment which encourages me to succeed and grow professionally where I can utilise my skills and knowledge appropriately.
Overview
9
9
years of professional experience
3
3
Languages
Work History
Wealth Management Operations Executive (3 months contract)
Alliance Bank Malaysia Berhad
11.2022 - 01.2023
- Retrieve maintenance form from CRM system
- To check the documents completeness & follow-up with sales person for incomplete documents
- Update in eTreasury (Maker/Checker)
- Update in CRM for completion
- Report to Supervisor the account rectified on daily basis
- Documents printing & filing on daily basis
- Data entry.
Adminisrator Shareholder Services, Cash Settlement Team (Luxembourg)
Royal Bank Canada Investor & Treasury Services (RBC ITS)
11.2021 - 04.2022
- To prepare and process Shareholder Services transactions as per defined procedures, whilst meeting Client service level agreement & team KPI's / KQI's
- Being responsible for accuracy and punctuality of data sent to fund managers.
Administrator Shareholder Services, Direct Investment (Australia) (contract role)
Royal Bank Canada Investor & Treasury Services (RBC ITS)
08.2021 - 10.2021
- To prepare and process Shareholder Services transactions as per defined procedures, whilst meeting Client service level agreement & team KPI's / KQI's
- Being responsible for accuracy and punctuality of data sent to fund managers.
Global Operations Officer (Client Services)
Standard Chartered Global Business Services
11.2016 - 07.2017
- Supported the roll-out of the company's and group's policies and initiatives
- Ensured due care and diligence is exercised on day to day operational matters relating to Money Laundering and Know Your Customer (KYC), acquired relevant knowledge and training; thus, provided support to superiors and subordinates
- Ensured consistent delivery of high quality services to customers via meeting customers expectation guided by the service level agreement, efficiency / accuracy standards and good business processes.
Accounts trainee (Skim Latihan 1Malaysia training)
Malaysian Resources Corporation Berhad (MRCB)
02.2016 - 08.2016
- Input journal entries of the subsidiary companies accounting transactions into the SAP system
- Handled filing and other assigned administrative tasks.
Supervisor 3 (Tax department)
Petroliam Nasional Berhad (PETRONAS)
10.2013 - 10.2014
- Assisted managers in preparing tax computation for PETRONAS group of companies & subsidiaries
- Handled filing and other assigned administrative tasks
- Prepared reports on withholding taxes.
Education
Certifed Accounting Technician ( CAT) -
Malvern International College
12.2009
Association of Chartered Certifed Accountant ( ACCA) - In The Midst of Completion
Elite International College
Skills
Corporate tax computation
Consolidated accounts
Banking operations
SAP, SQL, Million accounting software
MS Office
Activities
- School cleanliness prefect
- Head of English unit school magazine editorial board.
- Mathematics, netball & Red crescent society club member.
- Standard Chartered Global Business Services volunteering activity : 29th April 2017
Timeline
Wealth Management Operations Executive (3 months contract)
Alliance Bank Malaysia Berhad
11.2022 - 01.2023
Adminisrator Shareholder Services, Cash Settlement Team (Luxembourg)
Royal Bank Canada Investor & Treasury Services (RBC ITS)
11.2021 - 04.2022
Administrator Shareholder Services, Direct Investment (Australia) (contract role)
Royal Bank Canada Investor & Treasury Services (RBC ITS)
08.2021 - 10.2021
Global Operations Officer (Client Services)
Standard Chartered Global Business Services
11.2016 - 07.2017
Accounts trainee (Skim Latihan 1Malaysia training)
Malaysian Resources Corporation Berhad (MRCB)
02.2016 - 08.2016
Supervisor 3 (Tax department)
Petroliam Nasional Berhad (PETRONAS)
10.2013 - 10.2014
Certifed Accounting Technician ( CAT) -
Malvern International College
Association of Chartered Certifed Accountant ( ACCA) - In The Midst of Completion
Elite International College