Cassie Wang
Porirua,Wellington
Overview
1
1
year of professional experience
Work History
Financial Administrator
DIA
Wellington
03.2023 - Current
- Daily reconciling of bank accounts and staying on top of cashflows.
- Accounts Receivable via daily direct debits and administering recollection of insufficient repayments.
- Daily processing of Business Advisors regarding created and cancellations applications.
- Daily actioning of broker and /or client enquiries.
- Created and maintained accurate records of departmental activities, including budgets, personal documents and projects timelines.
- Monthly analysis and estimate of cashflow for equirements.
- Monthly setting of premium funding company client Funding Application deadlines and communicating the deadline to funding companies.
- Compiling of Application analysis for assessment by management and forwarding of Confirmation Documents on approved funding applications to clients.
- Promoted high customer satisfaction by resolving problems under pressure with knowledgeable and friendly service.
- Accounts payable.
Timeline
Financial Administrator
DIA
03.2023 - Current