Admin assistant
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Admin assistant

Phone:------------ Email: ------------  Objective To obtain the Executive Assistant position and utilize my experience and skills for the successful completion of each job task. Summary of Skills: -Operational knowledge of financial services industry -Event organizing -Independent and Hark working -Fluent in Cantonese, Mandarin and English - Proficient in Microsoft office suite Work Experience LPL Financial Financial Advisory Assistant 2017-Present • Opening client accounts, conducting asset transfers, processing distributions from both taxable and retirement accounts • Work Closely with Senior Financial advisors on new & existing clients’ investment strategists. • Create marketing materials and quarterly investment report/strategy for investors. • Provide high level of client service and contribute to new business opportunity. • Organized marketing events Epiphan System Finance Assistant 2016-2017 • Performed routine calculations to produce analytics and reports as requested by the finance director. • Collaborated with business strategists and business partners. • Processed invoices and followed up with clients, suppliers, and partners. • Participated in quarterly and annual audits. CRCM, LP Executive Assistant 2014-2015 • Organize and coordinate calendars for CEO • Maintain and handle all international/domestic travel arrangements • Responsible for handling expense reports • Maintain and organize all scheduling of client and associated partner meetings • Answer inbound calls and respond directly to whom the call concerns Education Bachelor’s degree in Finance from San Francisco State University Taking CFP and CFA courses