Union Bank Pacific Alliance Investments Work Values

Daily Duties at Union Bank Pacific Alliance Investments:

Organized and kept CEO and Portfolio Managers in investment banking department on schedule, set up external and internal meetings. Assisted with the trading of securities, portfolio management and asset allocations. Managed and created investment/marketing presentations for new business prospects and existing clients. Responded to client questionnaires. Produced quarterly performance reports for clients. Secured domestic and international travel, worked on department budgets, recorded meeting minutes for proxy committee, supervised administrative staff and processed department payroll. Streamlined ROI plans so clients could see and measure their profits easily online. Successfully met with clients when CEO was not available and resolved situations that did not require the CEO’s time or resources.

What they like about Union Bank Pacific Alliance Investments:

You highly value a work environment built on a formal structure, rules, and regulations. You do not enjoy the unpredictability of shifting priorities and deadlines that upset your routine. You require and enjoy direction, input and accountability as part of your work environment. You have a strong need to participate in making key decisions and feel left out if your superiors or co-workers do not seek your input when making decisions. You thrive on providing good customer service to both internal or external customers, and doing so makes you feel good.

Tags

Administrative Assistant, Personal Assistant, Sales and Marketing Coordinator, Public Relations Coordinator, Advanced MS Office, Word, Excel, PowerPoint, Outlook, Adobe Photoshop, HTML, Wordpress, Bloomberg, Fast Typist, Proficient in QuickBooks, Accounts Payable and Receivable, HR, Human Resource Specialist, Team Leader, Office Manager, Banking, Fiance, Investment Portfolio, Escrow Assistant, Trust Assistant, Web Designer, Payroll processing, Procurement of office supplies, Experienced and seasoned Executive Assistant, Executive Assistant to senior C level executives, ability to multi-task and prioritize, keen business and marketing instinct, creativity and clarity in writing, motivation of fellow staff and dedication to team

Skills

P&L responsibilities, Presentation, Ecommerce Strategy and digital marketing channels optimization - SEO, SEM, email, affiliates - for high-profile accounts., Sales Support, Software Implementation, Requirements Analysis & Specification, Leadership , Writiing press releases, Manages Office, Secures travel arrangement (foreign , Develops sound office procedures, Accounts Payable and Receivable, Created marketing presentation with Adobe Photoshop, HR responsibilities hiring, supervising, training, prepared expense reports, ordered office supplies, Supervised and motivated office staff, Dictation and speed writing took board meeting minutes, Greets clients and vendors, Produced sales and marketing presentations

These are some of the questions we asked our climbers about their experiences with Union Bank Pacific Alliance Investments: