Nataliya Konoplenko
Auckland,New Zealand
Summary
Experienced Financial Administrator with a strong financial background spanning over 8 years in financial management as well as project administration. Highly organized and detail-oriented, skilled in multitasking and time management. Demonstrates strong problem-solving abilities and excellent interpersonal skills. Familiar with banking systems such as SWIFT, MTS, Accurate, Aegis as well as MYOB, and Horizon. Focused on optimizing processes and delivering exceptional results to the customers.
Overview
18
18
years of professional experience
Work History
Lending Services Administrator (Contractor)
UDC Finance
03.2024 - 06.2024
- Requesting and checking customer financial statements as part of the application process.
- AML verification and processing of customer identification information through the AplyID report system.
- Communication with dealers and customers for processing of commercial contracts.
- Responsible for managing all customer correspondence.
- Processing and sending out the commercial contracts to customers and dealers through the DocuSign.
KiwiSaver Specialist (Contractor)
ANZ Bank
05.2022 - 08.2023
- Liaising with customers, internal ANZ Bank staff, solicitors and IRD for processing KiwiSaver Withdrawals.
- AML verification of customer identification information.
- Accurately processing big volumes of the first and subsequent retirement KiwiSaver withdrawals.
- Processing of KiwiSaver withdrawal applications of the insolvent members.
- Managing Team correspondence with customers.
- Processing of the Trans-Tasman Portability of retirement savings.
- Working with multiple financial banking systems.
- Followed all company policies and procedures to deliver high quality work.
KiwiSaver Specialist (Contractor)
ANZ Bank
04.2021 - 07.2021
- Liaising with customers, internal ANZ Bank staff, solicitors and IRD for processing KiwiSaver Withdrawals.
- AML verification of customer identification information.
- Accurately processing big volumes of the first and subsequent retirement KiwiSaver withdrawals.
- Processing of KiwiSaver withdrawal applications of the insolvent members.
- Managing Team correspondence with customers.
- Processing of the Trans-Tasman Portability of retirement savings.
- Working with multiple financial banking systems.
- Followed all company policies and procedures to deliver high quality work.
Asset Administrator (Managed Funds Team)
ASB Bank
02.2017 - 01.2018
- Daily execute trades to fund managers and registries following by the accurate settlement of the trades.
- Processing of distributions, rebates and brokerage payments.
- Liaising with fund managers, registries and issuers in order to get all the required information to settle the trades and manage the clients’ portfolios.
- Updating daily/weekly/monthly asset pricing and fixed interest rates.
- Reconciling clients’ holdings and resolve any reconciliation issues in a timely manner.
Payments Investigation Officer (Payment Operations Team)
ASB Bank
04.2016 - 12.2016
- Daily processing and monitoring of all payment related investigations.
- Resolution of incoming and outgoing payment exceptions for external and internal customers.
- Provide daily support to other operational areas, front offices and external clients.
- Investigating of non-receipt of covering funds, Fraud and Scam payments, timely escalation and liaising with different ASB teams in order to provide to customer best resolution of the outstanding payment.
- Processing of MT191 bank charges.
- Working with multiple financial banking systems including ONYX, MTS (SWIFT system), Oracle BIEE and Accurate.
Investments Administrator
ASB Bank (AEGIS Investment Services)
08.2015 - 02.2016
- Administration and processing of customer financial information.
- Transition of investment portfolios from one provider to another.
- AML verification, checking the information to be sufficient for transferring.
- Liaison with advisers and Fund managers.
- Closing the customer investment portfolios.
- Working with internal financial banking systems.
Lending Services Administrator (Contractor)
ANZ Bank
10.2014 - 02.2015
- Assisting with settlement administration.
- Liaison with solicitors and branch managers.
- Preparation and checking the settlement documents.
- Administrative support in finalizing the process using in-house systems and Corporate workflow management database.
- Processing Lending Services Department Incoming correspondence.
- Generating letters and helping with general clerical.
Admin Coordinator
Deloitte-Asparona
02.2014 - 07.2014
- Smooth day-to-day running of the office: (meetings, conference calls preparation; stationery and groceries for the office, mail supply).
- Assisting Administrator with billing: (reconciliation and data entry for creditors; Debtor Collection; Preparation of weekly Debtor Spreadsheets for CFO).
- Processing of monthly expenses (Verification of all expenses in Horizon, preparation expenses for payment in MYOB, reconciliation of Contractors’ invoices to Horizon).
- Update Leave Register (Collecting of Leave forms, entering them into Horizon, Alfresco, Leave Register; Preparation of monthly leave statuses of the employees for AP manager).
- Receptionist duties (Efficient and courteous screening of calls, relay of messages accurately and in timely manner, assisting with Office Functions).
Project Administrator
Sitronics Information Technologies
05.2008 - 11.2012
- Ensuring that projects are run in compliance with the organization requirements.
- Planning and scheduling resources for a group of projects.
- Collecting of financial information and submitting it into the system.
- Monitoring resource utilization.
- Performing quality reviews.
- Taking part in Project status meetings.
- Establishing and maintaining the project documentation library.
Oracle Human Resources Implementation Consultant
Kvazar-Micro
06.2006 - 05.2008
- Ensuring that projects are run in compliance with the Organization’s requirements (Tracking & reporting overall progress in Oracle Projects).
- Planning & scheduling resources for a group of projects
- Collecting of financial information and submitting it into the system.
- Monitoring resource utilization (Oracle Project).
- Performing quality reviews.
- Taking part in Project status meetings (Minutes reports preparation).
- Establishing and maintaining the project documentation library, work with information systems (eRoom, Oracle Project).
Education
Master’s degree in Enterprise Management -
Skills
- Financial Administration (over 8 years)
- Project Administration (over 4 years)
- Document Management
- Multitasking and problem-solving
- Goal oriented and responsible
- Strong attention to details
- Time management and prioritization skills
- Excellent relationship and interpersonal skills
- Banking systems (SWIFT, MTS, Accurate, Aegis)
- Microsoft Office
- MYOB (accounting and payroll system)
- Horizon (expenses collection system)
Languages
English
Full Professional
Ukrainian
Native or Bilingual
German
Elementary
Timeline
Lending Services Administrator (Contractor)
UDC Finance
03.2024 - 06.2024
KiwiSaver Specialist (Contractor)
ANZ Bank
05.2022 - 08.2023
KiwiSaver Specialist (Contractor)
ANZ Bank
04.2021 - 07.2021
Asset Administrator (Managed Funds Team)
ASB Bank
02.2017 - 01.2018
Payments Investigation Officer (Payment Operations Team)
ASB Bank
04.2016 - 12.2016
Investments Administrator
ASB Bank (AEGIS Investment Services)
08.2015 - 02.2016
Lending Services Administrator (Contractor)
ANZ Bank
10.2014 - 02.2015
Admin Coordinator
Deloitte-Asparona
02.2014 - 07.2014
Project Administrator
Sitronics Information Technologies
05.2008 - 11.2012
Oracle Human Resources Implementation Consultant
Kvazar-Micro
06.2006 - 05.2008
Master’s degree in Enterprise Management -
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