Career Coach

• Nov 2019 - Present

1, Client follow-up: Develop and track customer plans and provide case management for each client. Conduct follow-up with over 25 clients and supportive services providers. 2, Consultant services: Provides counseling, intervention and comprehensive supportive services and makes referrals as needed. 3, Network support: Arrange for mentors that are a match for students’ career goals 4, Skills Enhancement: Take live classes with our clients (E.g.: Financial Investment, Sales Skills, Mock Interview session etc.) Show less

Office Associate

• Jan 2018 - May 2018

1, Accounting affairs: Assisted accountants in wage accounting and reconciled account information 2, Client management: Took charge of receiving and guiding clients, answered their questions and deeply understood their intentions. 3, Routine work: Sorted, ordered and distributed client’s mail, office supplies, business card orders and packages to determined level of priority. 1, Accounting affairs: Assisted accountants in wage accounting and reconciled account information 2, Client management: Took charge of receiving and guiding clients, answered their questions and deeply understood their intentions. 3, Routine work: Sorted, ordered and distributed client’s mail, office supplies, business card orders and packages to determined level of priority.

Executive Assistant

• Feb 2017 - Oct 2017

1, Supply maintenance: Checked the stock of office supplies, then ordered the lack of supplies, verified and maintained new office supplies, the completion rate reached 95%. 2, Schedule planning: Maintained executive’s appointment schedule by planning and scheduling meetings, travel itineraries and coordinates related arrangements. 1, Supply maintenance: Checked the stock of office supplies, then ordered the lack of supplies, verified and maintained new office supplies, the completion rate reached 95%. 2, Schedule planning: Maintained executive’s appointment schedule by planning and scheduling meetings, travel itineraries and coordinates related arrangements.

Teller

• Aug 2016 - Jan 2017

Teller

• Aug 2016 - Jan 2017

1, Business processing: Processed of deposits and withdrawals, check cashing, mail and phone transactions, fund transfer/wires, balancing cash drawers, account servicing and file maintenance.2, Client maintenance: In charge of client consultation, inquiring client needs, and handling opinions; provided individual clients with various financial analysis and professional panning, client satisfaction exceeded 90%.3, Product promotion: According to client’s asset size and financial needs, provided clients with proper financial products and special investment projects. Show less