Lana, Ching Yi Lam

• Resolved member inquiries on T4 slip reprints, pension estimates, and tax compliance, enhancing member understanding of plan regulations and CRA requirements.
• Audited per-pay-period breakdowns for employers, ensuring accuracy in pension calculations and maintaining regulatory compliance.
• Processed retirements and terminations for members, ensuring timely updates in internal systems and applications.

• Coordinated re-issuance of stale-dated cheques through member outreach and account reconciliation with pension accounting to ensure timely payments.

· Conducted basic research on listed companies that were suspected of impropriety under relevant ordinances and regulations.

· Assisted senior managers in various daily tasks such as double checking meeting minutes, report compilation, and document filing.

· Ensured accurate record-keeping and helped ensure compliance measures are met.

• Processed and input financial data of licensed insurance intermediaries into the organization’s internal system.
• Conducted relevant background checks on licensed insurance intermediaries

• Reviewed financial documents to ensure legal fulfillment of clients' fiscal responsibilities.
• Prepared comprehensive audit documentation after analyzing clients' processes and technology systems.