A team player, willing to lead or follow, eager to learn and is self-motivated. Enthusiastic and personable, my passion is to contribute, support, and make a difference.
I present strong ability to demonstrate level of initiative and judgement to organize and prioritize tasks, workloads and projects.
Experience
Multi-tasked as an executive assistant and banking advisor assisting a team of five senior investment advisors in managing their calendars, meetings, daily client requests, emails etc.
Assisted clients virtually and in-person and arranged more than 35 meetings every week with branch managers, investment advisors and inquiries on their investment accounts
Assisted with daily administrative tasks such as developing at minimum six communications such as letters, client/external communication, internal communications and important staff messages daily; managed client/ advisor accounts by preparing10-12 document packages for DocuSign everyday
Proactively stayed informed and up-to-date regarding Company policies and procedures and compliance updates; send them to the advisors and booked time for review in their calendar weekly
Maintained and built sustainable and trustworthy relationships with all stakeholders through open and interactive communication; handled different clients and their requests by answering 30-40 calls daily
Education
College Diploma in Hospitality and Tourism Administration and Management