Description
Financial Profession position bringing experience in strong client service and in building relationship skills, in informing and educating and guiding individuals and families and smaller companies through suitable financial needs, including insurance & retirement planning, educational planning, wealth distributions, rollovers, wires, multitasking in a fast paced environment and strong computer and technical skills. Fluent in English, Chinese (Mandarin, Cantonese), and Vietnamese. Certified Financial Planner™ (CFP) designation Center Coordinator (part-time) (Triangle Table Tennis) Feb 2015 - July 2017 * Assured Center activities are conducted in compliance with all laws, policies, regulations, goals and safety standards and maintained reservation schedule and maintained neat, clean and organized customer service area. * Followed the Center guideline to help assure that Center maintains safe, playable, and aesthetically pleasing recreation facilities, and adhered to policies and procedures for efficient and safe operations. * Ensured all cash handling procedures done properly and procedure in a timely manner. * Provided administrative support by answering phones, handling cash, closing cash registers, answering questions, leading and scheduling tours, assembling packages of information, performing outreach calls, interfacing with community members, and actively promoting the Center throughout the community.
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