Harry Du
Wellington,New Zealand
Summary
Dynamic Senior Plan Administrator at Mercer with expertise in financial oversight and regulatory compliance. Successfully implemented process improvements, reducing procedural errors significantly. Proven ability to analyze data and generate insightful reports, while fostering strong client relationships through exceptional service and teamwork. Committed to continuous development and achieving organizational goals.
Overview
5
5
years of professional experience
Work History
Senior Plan Administrator
Mercer
Wellington
10.2022 - Current
- Gathered information from various sources to develop detailed reports for senior management, external clients, and directors.
- Supported with the implementation of new processes and procedures related to financial services.
- Compiled data from multiple sources into comprehensive summaries for use in decision-making processes.
- Collaborated with colleagues on ad hoc projects as required by the team or requested by clients.
- Performed quality assurance reviews of documents prepared by junior staff members.
- Reviewed applications to ensure compliance with Anti-Money Laundering regulations.
- Demonstrated strong problem-solving skills when resolving complex issues encountered.
- Helped the manager observe the scheme's cash flow and cash flow forecasting.
- Completed daily, weekly, monthly, and quarterly reports, and complied with reporting procedures.
- Supported asset transfers and audit inquiries.
- Identified procedural errors and implemented changes, significantly decreasing procedural errors.
- Reviewed and performed financial controls (e.g., reconciliation) for internal disbursement processes to create a streamlined and secure payment environment.
- Involved and helped to develop improved business processes to provide greater transparency, more accurate reporting, and better identification of cost-saving opportunities.
- Prepared and presented operational reports to senior management and executive teams.
- Prepared and finalized annual financial reporting packages.
- Provided accurate records of members' tax details and full transaction histories in accordance with company policy and regulatory requirements.
- Provide high-net-worth reporting for individual members.
- Responded promptly to customer inquiries regarding their accounts or other services offered by the firm.
- Processed invoices, payments, receipts, and disbursements promptly.
- Prepared bank reconciliations to ensure the accuracy of accounts payable and receivable ledgers.
- Performed account analysis and reconciliation tasks to ensure the accuracy of balances.
- Greeted customers, answered account questions, and resolved complaints.
- Assisted managers with additional duties during employee absences.
- Extracting historical data and generating reports to be sent to external clients for the plan transitioning project.
- Analyzing member transactional data and generating reports to assist the project team with the aged nil balance account closure project.
- Analyzing scheme member data to randomize winners of the annual NZDF birthday prize draw process, and report back to the client.
- Prepare ad hoc reporting for client managers, meeting purposes, and external clients as requested.
- Maintained accurate records of all client interactions and transactions in accordance with company policy and regulatory requirements.
- Collaborated closely with internal departments such as operations and compliance teams during audits and reviews.
- Provided available financial products to customers to maximize satisfaction.
- Performed timely rebalancing and adjustments on clients' investment portfolios.
- Developed and maintained strong client relationships through exceptional service and communication.
Furnishing Department Team Member
Spotlight
Wellington, Wellington
03.2020 - 10.2022
- Maintained excellent levels of workplace cleanliness around equipment to enhance safety and productivity
- Rotated through series of different stations based on team needs
- Built and maintained working relationships with peers and upper management
- Initiated inventory control measures to sustain stock levels
- Worked hard to learn required tasks quickly to maximize performance
- Improved knowledge and productivity through continuous education and learning from senior team leaders
- Assisted newly hired team members by explaining company procedures and safety requirements
- Upheld high standards of productivity and quality in operations
- Addressed customer needs, responding to specific requests
- Implemented performance, quality and efficiency measures to achieve aggressive production goals
- Stayed informed of company and store updates from leadership
- Trained new team members using approved training materials and information
- Stacked labeled packages onto pallets and wrapped with shrink wrap to prepare for shipping
- Troubleshot machine malfunctions and made adjustments to correct problems
- Processed and retrieved customer special orders
- Contributed to team safety and productivity by removing safety hazards and keeping areas neat and well-stocked
- Looked for ways to go above and beyond job requirements
- Monitored and supported proper electronic shelf label signage.
Administration Officer
BYDH Construction Ltd.
Wellington
07.2022 - 09.2022
- Set appointments and managed meeting schedule
- Generated and sent customer invoices, submitted payments and updates accounts
- Supported compliant and accurate accounting information by tracking expenses such as travel, supplies and service charges
- Achieved timeline and quality targets when organizing large volume of records
- Created reports using advanced data management and software skills
- Identified and resolved complex problems impacting operations management and business direction
- Assisted team with timely and accurate administrative work covering multiple remote sites
- Liaised with internal teams and external customers to facilitate smooth communication and handle requests
- Helped organizational leadership with purchase orders, service contracts, probation reviews, financial reports and audits
- Exceeded specific team goals and resolved issues, partnering with staff to share and implement customer service initiatives
- Updated and successfully cleared high volume of files daily with reliable accuracy.
Education
Bachelor of Commerce - Finance And Management
Victoria University of Wellington - New Zealand
01.2022
Level 3 Calculus (Excellence), ESOL, Economics, Statistics, Maths, Physics, Accounting
Rathkeale College
01.2018
Skills
- Product Knowledge
- Expert in Microsoft apps
- Regulatory Compliance
- High level of knowledge in Accounting
- Financial Administration
- Staff Training
- Recordkeeping and File Management
- Information Confidentiality
- Work Planning and Prioritization
- Improvement Plan Knowledge
- Calculations and Measurements
- Positive Attitude
- Teamwork and Collaboration
- Advanced Chinese Ability
- Computer Literacy
- Financial Oversight
- Quantitative Skills
- Reporting Familiarity
- Taxes Understanding
- Audit Assistance
- Business Correspondence
- Expense Tracking
- Reporting Proficiency
- Goal Setting
- Employee Training Oversight
- Willing to Learn
- Operational Reporting
- Critical Thinking
- Prioritizing and Planning
- Quality Assurance
- Compliance Assessment
- Data Analysis
- Content Management Expertise
- Continuous Development
- Organizational Skills
- Customer Service
- Flexible Schedule
- Honest and Ethical
- Problem-Solving
- Attention to Detail
- Deposit Processing
- Stock market
- Performance reporting
- Ad hoc reporting
Accomplishments
- Mercer Bright Spot Award - For delivering exceptional customer service and going the extra mile to ensure customer satisfaction.
References
- Abbie Renyard - Product Analyst
- Gauri Gupte - Team Leader
- Kirsty Whitehead - Team Leader
Timeline
Senior Plan Administrator
Mercer
10.2022 - Current
Administration Officer
BYDH Construction Ltd.
07.2022 - 09.2022
Furnishing Department Team Member
Spotlight
03.2020 - 10.2022
Bachelor of Commerce - Finance And Management
Victoria University of Wellington - New Zealand
Level 3 Calculus (Excellence), ESOL, Economics, Statistics, Maths, Physics, Accounting
Rathkeale College
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