Client Investment Specialist

• Sep 2022 - Present

Paraplanner

• Apr 2022 - Sep 2022

1. Develop financial report by using the XPLAN software. 2. Prepare financial recommendations based on the client's needs. 3. Make comparison between financial products and find the solution that suits the client's need. 4. Actively communicate with financial planners and the managers to understand the client's needs. 1. Develop financial report by using the XPLAN software. 2. Prepare financial recommendations based on the client's needs. 3. Make comparison between financial products and find the solution that suits the client's need. 4. Actively communicate with financial planners and the managers to understand the client's needs.

Para-planner

• Oct 2018 - Apr 2022

• Developed and wrote content for long-range financial planning documents, including the client's personal financial life goals. • Articulated value of various financial products, including stocks, bonds, and mutual fund and educated clients on benefits of each. • Profiled and analyzed investment products to devise financial strategies, meeting client financial needs and forecasting opportunities with highest return on investments. • Juggled multiple projects and tasks to ensure high quality and timely delivery. • Worked successfully with a diverse group of coworkers to accomplish goals and address issues related to our products and services. • Worked closely with team members to deliver project requirements, develop solutions and meet deadlines. Show less

Assistant Barista

• Apr 2017 - Dec 2017

• Maintained highest standards of conduct and service to support company reputation. • Operated cash register, collected payments and provided accurate change. • Prepared and served hot and cold beverages such as coffee, espresso drinks, blended coffees and teas. • Maintained highest standards of conduct and service to support company reputation. • Operated cash register, collected payments and provided accurate change. • Prepared and served hot and cold beverages such as coffee, espresso drinks, blended coffees and teas.

Accounting Assistant

• Jun 2016 - Aug 2016

• Verified items billed against items received and followed up with vendors and employees to reconcile variances. • Maintained accuracy when reviewing and reconciling the general ledger. •Followed detailed end-of-month accounting procedures to verify proper balancing of all accounts and readiness for the new month. • Verified items billed against items received and followed up with vendors and employees to reconcile variances. • Maintained accuracy when reviewing and reconciling the general ledger. •Followed detailed end-of-month accounting procedures to verify proper balancing of all accounts and readiness for the new month.

Product Promoters

• Jan 2016 - Jun 2016

•Presented informative demonstrations on Tesco own-brand products at various Tesco Outlet, speaking to approximately 150 people daily. • Prepared samples, arranged attractively, and replenished as needed. • Created positive product impressions by engaging with potential customers to increase sales opportunities. •Presented informative demonstrations on Tesco own-brand products at various Tesco Outlet, speaking to approximately 150 people daily. • Prepared samples, arranged attractively, and replenished as needed. • Created positive product impressions by engaging with potential customers to increase sales opportunities.