
Isabella Lee
Accounting / Finance
About Isabella Lee:
Hardworking university student working towards a Degree in Accountancy and seeking the opportunity to progress her knowledge. As a previous associate in a banking operational role for over 2 years, I am a quick learning individual who meets my targets with attention to detail and is highly organized.
Experience
State Street Bank and Trust Company
Transfer Agency Associate Mar 2022 - Aug 2024
Conducted daily reconciliations of wire transfer activities and balanced accounts accordingly. Assisted clients with inquiries regarding funds transfer status. Coordinated communication between various bank branches during the processing of international transactions. Reviewed daily reports to identify errors or inconsistencies in transaction data
State Street Bank and Trust Company
Transfer Agency Intern Aug 2021 - Mar 2023
Revised procedures and guides to improve training efficiency. Conducted due diligence on foreign and domestic entities to ascertain data points and identify ultimate beneficiaries, legal representatives, and possible PEPs. Facilitate accurate daily transaction processing for client
Refash Pte Ltd
Part-time Sales Associates Sep 2020 - Aug 2021
Resolved customer concerns using communication and conflict management skills. Trained new hires on company procedures and customer service expectations. Maintained a clean and organized sales floor for an optimal shopping experience
Alexandria Maison
Part-time Retail Associates Sep 2019 - Aug 2020
Utilized POS system to process cash, credit card, and mobile pay transactions. Collaborated with team members to meet daily sales targets. Conducted weekly inventory checks to maintain accurate stock levels
Education
Bachelor of Accountancy - Singapore University of Social Sciences
Jul 2024 - Present
Diploma in Banking and Finance - Nanyang Polytechnic
Apr 2019 - May 2022
Cambridge O’level Certification - Serangoon Garden Secondary School
Jun 2016 - Nov 2018
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