Experience

TradePMR

• United States
• Financial Services
• 1 - 100 Employee

• Operations Associate

  • Dec 2018 - Present

  ● Assist Registered Investment Advisors with daily operations. 1 of 4 people who answers calls with averaging 15 calls per day. Process an average of 50 maintenance requests per day, which requires updating information on client’s brokerage accounts. ● Open an average of 20 accounts per day-individual, joint, IRAs, 401(k), Defined Benefit Plans, etc. using industry knowledge and a data entry skill set ● Transition new firms to TradePMR-create new account applications, collect documents, answer questions, and maintain an adequate books and records for our new clients ● Run reports of client’s records daily to verify key data to facilitate the prevention and detection of money laundering ● Partner with team members to create and to communicate best practices within the organization and ensuring quality in all client interactions ● Served as a subject matter expert on opening accounts, being a reliable source when speaking on the phone, providing white glove service to all clients, adapting to a fast-paced environment. ● Test internal platform enhancements to eliminate any glitches within the system to improve a greater experience for our clients Show less



VIPKid

• United States
• E-Learning Providers
• 700 & Above Employee

• ESL Teacher

  • Aug 2018 - Aug 2019

  ● Developed and prepared lesson plans, tailored to each child’s learning plan and executed these plans in accordance with the Total Physical Response (TPR) method ● Brought fun and creativity to the classroom using my own props and special offerings provided by VIPKID, teaching an average of 6 to 8 students per day ● Facilitated the English language education process for Chinese students, helping them to build a foundation of understanding of a foreign language ● Learned how to navigate through VIPKIDs personal platform to communicate proficiently with my students and provide a reliable atmosphere virtually ● Submit daily feedback to my students regarding the lesson(s), what area they succeeded in, where to improve, how to improve, and what I enjoyed most about the lesson(s) Show less