Lana So Wan Yuen, FCCA, TEP
Beau Bassin-Rose Hill
Summary
Accomplished Associate Director at AXIS Fiduciary Ltd, adept in strategic leadership and process improvement, significantly enhancing team productivity and client satisfaction. Excelled in key relationship management and operations management, fostering robust partnerships. Expert in analytical thinking and coaching, driving innovation and performance excellence.
Overview
16
16
years of professional experience
Work History
Associate Director - Client Services
AXIS Fiduciary Ltd
05.2023 - Current
- Leading a teams of 13, supervising daily performance as well as training and improvement plans.
- Fosters a culture of continuous improvement by encouraging staff to share innovative ideas and providing resources for professional development.
- Prioritizes tasks and allocated resources appropriately to keep teams focused and productive.
- Assists senior leadership in managing all aspects of operations.
- Sits as Director on board of client companies engaged in diverse sectors.
Senior Manger - Client Services
AXIS Fiduciary Ltd
05.2021 - 04.2023
- Provided strong leadership to enhance team productivity and morale.
- Led team to deliver high-quality results.
- Established strong relationships with clients and stakeholders, ensuring long-term partnerships and repeat business.
- Improved team performance by providing comprehensive training and fostering a collaborative work environment.
- Sit as Director on boards of client companies engaged in diverse sectors.
Manager - Client Services
AXIS Fiduciary Ltd
04.2017 - 04.2021
- Managed and motivated employees to be productive and engaged in work.
- Accomplished multiple tasks within established timeframes.
- Maintained professional, organized, and safe environment for employees and patrons.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
Client Services Lead
Cim Global Business
01.2014 - 03.2017
- Managed a team of 5 professionals and handling a portfolio of clients with varying level of complexity, including multinationals and high net worth individuals.
- Monitored compliance with all relevant laws, licensing conditions, regulations and guideline.
- Monitored and assisting with compliance control procedures.
- Coached and mentored staff on daily administration, secretarial, accounting, taxation matters and other technical issues.
Senior Corporate Administrator/Corporate Administrator
Cim Global Business
06.2008 - 12.2013
- Day to day administration and management of the offshore companies and other entities with independence at senior level.
- Preparation of Financial Statements and management accounts in accordance with IFRS
- Preparation of Tax computations and returns.
- Preparation of packs and minutes for board and shareholders meetings.
Accounts Clerk
Victory Garments
01.2008 - 07.2008
- Set up and updated Excel spreadsheets to track financial data.
- Input financial data and produced reports using software.
- Assessed data and information to verify entry, calculation, and billing code accuracy.
- Completed accurate bank reconciliations, identifying errors and rectifying any discrepancies promptly.
Education
High School Diploma -
Port Louis RSSS
Port Louis, Mauritius12.2007
Skills
- Strategic leadership
- Process Improvement
- Key relationship management
- Operations Management
- Analytical Thinking
- Coaching and Mentoring
- Relationship Building
- Decision-Making
- Team Collaboration and Leadership
Affiliations
- Fellow Chartered Certified Accountants (FCCA-1691969) - Nov 2012
- Society of Trusts & Estate Practitioners (STEP-283387) - May 2023, Board Member since June 2024
- Mauritius Institute of Professional Accountants (MIPA-MRN2696/2515) - Jan 2013
- Mauritius Institute of Directors (MIoD-190241) - Jan 2020
Hobbies
Reading, Fitness, Dogs welfare
Languages
French
Native language
English
Proficient
C2
Additional Information
Completed the Women Leadership Academy (Batch 12) by the MIoD, May 2024
Timeline
Associate Director - Client Services
AXIS Fiduciary Ltd
05.2023 - Current
Senior Manger - Client Services
AXIS Fiduciary Ltd
05.2021 - 04.2023
Manager - Client Services
AXIS Fiduciary Ltd
04.2017 - 04.2021
Client Services Lead
Cim Global Business
01.2014 - 03.2017
Senior Corporate Administrator/Corporate Administrator
Cim Global Business
06.2008 - 12.2013
Accounts Clerk
Victory Garments
01.2008 - 07.2008
High School Diploma -
Port Louis RSSS
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