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Skills

  • Business correspondence
  • Meeting arrangements
  • Business Administration
  • Paperwork drafting
  • Meeting minutes
  • Stakeholder relationship management
  • Customer and client relations
  • Travel planning
  • Bookkeeping
  • Database administration

Work Experiences

  • Achieved 100% accuracy over a 18 months period.
  • Was in charge of accounts receivable, which included invoicing, investigating chargebacks, discrepancies, and reconciliations.
  • Completed special projects on time and on budget, exceeding the goals of both the program department and the organization as a whole.
  • Oversaw complex and detailed projects for executives, ensuring that budgets were met and projects were delivered on time.
  • Effectively interacted with Advisor Assistant and Advisor Assistant, took detailed notes, and distributed minutes to all attendees in 18 months meetings.
  • Used risk assessment and performance reporting to quickly resolve standard issues, effectively reducing customer complaints by 6%.
  • Wrote internal memos and external correspondence for senior management and double-checked all paperwork for errors.
  • Wrote and proofread memos, letters, and reports to ensure that they were error-free.
  • Directed phone calls, guests, and mail to the appropriate staff members.
  • Wrote extremely precise internal and external letters and memos.

Summaries

  • Dedicated Administrative Assistant with a strong track record of anticipating professional needs and proactively identifying and resolving issues.
  • Capable of gathering and organizing specific data as well as converting documents into the desired formats.
  • Working with little to no supervision, responsible, punctual, and productive.
  • Advisor Assistant delivers key clerical support to internal teams, customers, vendors, and other stakeholders in an efficient and accurate manner.
  • Expert at locating and resolving inconsistencies.
  • For system, a detail-oriented Records Specialist capable of coordinating digital and physical records.
  • Dedicated team member with excellent organizational skills and a keen eye for detail.
  • Ability to work independently or in a team environment with a self-motivated work ethic.
  • Administrative Assistant who is well-organized and dedicated and has a track record of providing excellent customer service in fast-paced environments.
  • Customer service and conflict resolution skills are excellent.

Accomplishments

  • Organized and facilitated bi-weekly meetings with senior advisors to ensure key project milestones were met, improving project delivery by 25%.
  • Documented and resolved procedure which led to standard.
  • Created customized retirement planning spreadsheets for 14 clients, directly increasing customer satisfaction scores by 34%.
  • Resolved product issue through consumer testing.
  • Implemented a risk-assessment spreadsheet tool that helped forecast financial risks, saving the company 3 annually in potential losses.
  • Organized actionable insights from quarterly financial reports, improving overall performance reviews for clients and expanding profitability by 54%.
  • Provided analytics on financial projections as part of client presentations, contributing to the winning of 18 new high-net-worth clients.
  • Managed detailed client queries and escalations in Mandarin, strengthening communication with international clients and increasing satisfaction by 61%.
  • Reduced response time to client inquiries by 28% by restructuring email management system and prioritizing urgent follow-ups.
  • Updated and managed a CRM system containing over 7 contacts, improving data accuracy and follow-up efficiency for the advisory team.

Affiliations

  • International Council of Nurses
  • International Association of Administrative Professionals
  • The Regulatory Compliance Association (RCA)
  • Global Association of Risk Professionals (GARP)
  • Jaycees
  • Society of Human Resource Management
  • Association for Financial Counseling and Planning Education (AFCPE)
  • Association for Supply Chain Management (APICS)
  • National Association of Insurance and Financial Advisors (NAIFA)
  • National Society of Compliance Professionals (NSCP)

Certifications

  • CompTIA Network+
  • CompTIA A+ Technician
  • Professional in Financial Portfolio Management (PFPM)
  • Apple Certified Associate (ACA)
  • Certified Investment Management Consultant (CIMC)
  • Cisco Certified Internetwork Expert (CCIE)
  • Lean Six Sigma Yellow Belt
  • Certified Client Service & Support Professional
  • Certified Trust and Fiduciary Advisor (CTFA)
  • First Aid/CPR Certified

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