Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
Generic

Benny Xu

308 Mount Albert Road, Sandringham,Auckland

Summary

Diligent and dedicated trust account and finance professional with 15 years of experience working in the legal services industry. Accomplished in taking on tasks within strict deadlines while prioritizing urgent needs. Recognized for organization, collaboration, and ability to work under pressure in a fast-paced environment.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Finance Assistant

DLA Piper New Zealand
11.2006 - 06.2022
  • Managed the daily processing of the firm’s trust account and client transactions using the law practice management system Thompson Reuters Elite 3E (receipts, payments, journals and managing investments);
  • Implemented internal controls system around trust account receipts and payments, checking of authorities and documentation to support the payments;
  • Reconciled the firm’s trust accounts daily (general trust account, IBD/On-Call account and term deposits) and preparation of the monthly reporting to the Law Society in compliance with the rules and regulations;
  • Collaborated with solicitors across different legal teams, business services staff, and clients to ensure trust settlement processing is completed to the highest standard and met all the payment deadlines. Ensure all statutory and corporate obligations are met;
  • Analysis of client's ledgers & reconciliation to ensure all clients’ funds are dealt with in accordance with their authorities;
  • Reviewed and updated the documents to outline the trust account procedures on a regular basis;
  • Provided support to the finance team with month-end reporting preparation, processing staff reimbursements, GST returns preparation;
  • Assisted with accounts payable function. Ensuring that the payment of invoices is completed within a timely manner and in accordance with payment terms;
  • Collaborated with the firm's Compliance team to provide support and relevant information for AML reporting, ensure data is accurate, and report produced to the highest standard, complying with the AML rules and regulations;
  • Maintain positive relationships with internal and external customers;

Accounts Assistant

Plateau IT Solutions Limited
10.2005 - 06.2006
  • Preparing/checking purchase orders to suppliers; Matching, batching and coding of Accounts Payable
  • Processing the purchase order and supplier invoices, preparing supplier’s statements reconciliation on a monthly basis
  • Processed payments and documents such as invoices, journal vouchers, employee reimbursements and statements.
  • Preparing invoices to clients, balancing and management of debtors’ accounts; following up on outstanding or overdue accounts
  • Assisted preparation of salaries and wages, GST and PAYE
  • End-of-month accounts preparation

Education

Bachelor of Commerce - (Majoring in Accounting & Finance)

The University of Auckland
2005

Mount Albert Grammar School
2001

Skills

  • Proficient in Thompson Reuters Elite 3E system, iManage, Microsoft Office programs (Outlook, Excel, Word and PowerPoint)
  • Strong attention to detail and analytical skills
  • Bank Statement Reconciliation
  • Precision and Accuracy
  • Excellent verbal and written communication skills - Fluent in English, Cantonese and Mandarin

Languages

English
Chinese (Cantonese)
Chinese (Mandarin)

Certification

New Zealand Law Society - Certificate of Completion for Trust Account Administrator Training Programme

Timeline

Finance Assistant

DLA Piper New Zealand
11.2006 - 06.2022

Accounts Assistant

Plateau IT Solutions Limited
10.2005 - 06.2006

Bachelor of Commerce - (Majoring in Accounting & Finance)

The University of Auckland

Mount Albert Grammar School

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Benny Xu