Investment Manager and Customer Service

• Jun 2021 - Present

Business Supervisor

• Apr 2020 - Nov 2021

Monitoring and improving daily functions · Building processes based on our business goal Monitoring and improving daily functions · Building processes based on our business goal

Field Marketing Specialist

• Nov 2019 - Sep 2020

Meet with clients in person to discuss their financial goals Explain the types of financial services we provide Educate clients and answer questions about investment options and potential risks Recommend investments to clients or select investments on their behalf Help clients plan for specific circumstances, such as education expenses or retirement Meet with clients in person to discuss their financial goals Explain the types of financial services we provide Educate clients and answer questions about investment options and potential risks Recommend investments to clients or select investments on their behalf Help clients plan for specific circumstances, such as education expenses or retirement

Customer Service Representative

• Jan 2016 - Mar 2017

Resolving all customers complaints and ensuring that they get the best value services. Resolving all customers complaints and ensuring that they get the best value services.

Office Manager

• Jun 2011 - Oct 2012

Oversee and support all administrative duties in the office and ensure that office is operating smoothly Manage office supplies inventory and place orders as necessary Perform receptionist duties: greet visitors, and answer and direct phone calls Receive and sort incoming mail and deliveries, and manage outgoing mail Oversee and support all administrative duties in the office and ensure that office is operating smoothly Manage office supplies inventory and place orders as necessary Perform receptionist duties: greet visitors, and answer and direct phone calls Receive and sort incoming mail and deliveries, and manage outgoing mail