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Career Objective
Results-oriented Operations and Customer Service Professional eager to contribute significant Administrative and Retail Sales experience toward actively boosting bottom-line performance of company
Profile of Qualifications
Ø Expertise in planning, coordinating and managing administrative workflow and projects to efficiently meet critical deadlines and operational goals; Consummate team-oriented sales liaison
Ø Feature dynamic communication skills, effectively collaborating across all areas of operations, corporate levels and clients to maximize results and optimize customer relations
Ø Highly proficient at managing all facets of financial services administration from phone triage and interdepartmental communications to financial reporting to effectively handling/resolving client needs
Ø Keenly process confidential documents and information relevant to operations, resource management, travel arrangements, financial reporting, payroll and more
Ø Strong ability to train and develop associates in all aspects of financial services and general retail
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Professional Experience
Elliott Cove Capital Management, Seattle, WA 2007-2009
Operation Specialist
Featured Series 65 license, efficiently acting as point person between Bankers and Investment Advisor Representatives and Elliott Cove s custodian company
Effectively resolved client, banker and custodian-related issues in timely fashion
Accurately generated regular monthly/quarterly reports and custom reports when requested
Demonstrated team-oriented drive, enthusiastically handling all duties and tasks as the administrative utility player under direction of Chief Compliance Officer
Proficient at managing website updates with new data and performance results
Excelled at maintaining customer accounts and servicing all client updates/requests
Successfully executed clients mutual fund transaction; Rebalanced clients portfolios
Provided exemplary assistance to accountant on monthly basis, helping reconcile debit and credit entries relating to trade costs, client accounts and other relevant matters
Bank of America, Tarzana, CA/Northridge, CA 2006-2007
Administrative assistant/Personal Banker
Served as company sales liaison, coordinating client accounts with appropriate management and sales personnel; Provided weekly sales data and other analytical reports for Franchise Banking Sales Executive, achieving consistent operational excellence and marketing plan success
Managed day-to-day administrative affairs, including phone and mail triage, order processing and management, price sheets, and travel/expense reports
Responsible for maintaining all personal and master calendars, and coordinating meetings logistics and efficient procurement of equipment and materials
Exhibited dedicated follow through with field reps and clients on all sales transactions; Displayed highly organized and complete understanding of marketing materials/confidential account info
Puget Sound Investments/University of Washington, Seattle, WA 2004-2006
Vice President of Sales
Responsible for creating cost-effective, high-performing office environment through keen human resource fiscal control measures and strategic annual budget preparation
Applied dynamic project planning talents toward growth of client base through innovative sales team leadership and development and execution of effective marketing plans
Exhibited excellent leadership skills in managing, training and motivating personnel
Implemented performance measures and valuable trend analysis/market studies to grow Private Mortgage Note market
The Southwestern Publishing Company, Seattle, WA 2003
Sales Representative
Developed and executed results-oriented marketing strategies, comprising cold calling, prospecting, telemarketing and direct mail
Thoroughly analyzed client needs, history and business practices to prepare presentations
Utilized highest of professional standards in representing company at sales meetings, industry trade shows and training seminars; Consistently gathered information to strengthen sales efforts
Thrived at cultivating key relationships through superior follow through and customer service
New Wok Restaurant, Seattle, WA 2000-2003
Manager
Managed overall affairs at high-volume restaurant, including development of high-grossing customer-focused team through effective recruiting, training, scheduling and mentoring
Practiced keen fiscal skills, efficiently managing Accounts Receivable/Payable, General Ledger, Payroll and miscellaneous database/records
Excelled at analyzing daily food sales, client volume and labor costs, and allocating appropriate resources for maximum profitability; Showed strong food and beverage inventory management
Facilitated revenue growth by addressing/resolving issues in exemplary customer-oriented fashion
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Education
University of Washington, Seattle, WA
Bachelor of Arts, Business Administration/Finance and Entrepreneurship; 2005
Seattle Community College, Seattle, WA
Associate of Arts; 2002
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Training/Skills
Microsoft Office Suite - Advanced proficiencies in Word, Excel, PowerPoint and Outlook; Visual Basic; Networks
Bank of America internal bank systems, including Expense, Intranet and eRequest
Fluent in Mandarin; Conversational in Cantonese, Taiwanese and Shanghainese
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