Summary
Overview
Work History
Education
Skills
Timeline
Generic

WING HONG ANSON LI

Operation Officer (Settlement)

Summary

Settlement professional with proven experience and readiness for impactful contributions. Expertise in managing financial transactions, ensuring compliance, and navigating complex documentation. Strong focus on team collaboration and achieving results, flexible with evolving demands. Known for reliability, analytical thinking, and effective communication.

Overview

21
21
years of professional experience

Work History

Fund Administrator

Mountain Peak Management Consultancy
08.2022 - Current
  • Conducted regular reviews of third-party service providers involved in the administration process to assess their effectiveness and ensure optimal results.
  • Prepared and posted receipts and deposits to facilitate standard bookkeeping.

Settlements Administrator

Nerico Brothers Limited
06.2020 - 03.2022
  • Kept up-to-date with industry trends and regulations, attending professional workshops to enhance knowledge about evolving best practices in settlements administration.
  • Assisted management in developing strategic plans for optimizing departmental performance and reducing operational costs related to settlements processing.
  • Improved settlement efficiency by streamlining processes and implementing new software tools.
  • Managed risks associated with trade settlements by conducting thorough due diligence checks on counterparties.

Settlement Officer

Glory Sky Group Limited
08.2004 - 05.2020
  • Coordinated communication between clients, attorneys, realtors, and other professionals involved in the transaction process, promoting a seamless workflow throughout case progression.
  • Kept up-to-date on case progress by frequently reviewing records and reporting findings to clients.

Education

Travel - Tourism And Travel Management

Hong Kong Travel & Tourism Training Centre
Causeway Bay, Hong Kong
04.2001 -

High School Diploma -

PLK Yao Ling Sun College
Shek Wai Kok
04.2001 -

Hoi Pa Street Government Primary School
Tsuen Wan
04.2001 -

Skills

Teamwork and collaboration

Problem-solving

MS office

Multitasking

File organization

Settlement negotiation

Interpersonal skills

Court reporting

Ccass Settlement System skills

Timeline

Fund Administrator

Mountain Peak Management Consultancy
08.2022 - Current

Settlements Administrator

Nerico Brothers Limited
06.2020 - 03.2022

Settlement Officer

Glory Sky Group Limited
08.2004 - 05.2020

Travel - Tourism And Travel Management

Hong Kong Travel & Tourism Training Centre
04.2001 -

High School Diploma -

PLK Yao Ling Sun College
04.2001 -

Hoi Pa Street Government Primary School
04.2001 -

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