Wing Cheung

*** **** **** *********, ** *****

acvt6m@r.postjobfree.com

760-***-****

FINANCE PROFESSIONAL: Wealth Advisor or Wealth Advisor Assistant

Results-oriented finance professional with experience analyzing processes, products and markets and

developing strategies to capitalize on growth opportunities. Specialize in financial analysis, capital

budget oversight, problem identification and cost control. Unique background provides an

understanding of sales, marketing, and finance. Hands-on and committed to assembling, managing and

maintaining world-class customer support while achieving corporate objectives.

Areas of expertise:

Operational Effectiveness • Strategic Planning • Continuous Process Improvement • Financial Services

Industry Customer Service • Employee Motivation • Verbal & Written Communication

PROFESSIONAL EXPERIENCE

Office manager/accounting assistant

John Kwok CPA office Escondido, CA May 2016 – current

-bookkeeping using quickbooks

-assist with tax return using DRAKE program

-bank reconciliation, filing, scheduling appointments

-Prepare and edit correspondence, communications, presentations and other documents

Forever Eve, San Diego, CA -Jan 2016-March 2016

Personal assistant /Executive assistant

Highly skilled administrative professional who provides a wide range of support services to executives.

Was able to ease the workload by taking on most of the administrative duties, leaving the executives to

focus on decision making. Helped to make the executive’s job easier, which is the goal of the executive

assistant position and effectively keeping the office of the executives running smoothly

Prepare and edit correspondence, communications, presentations and other documents.

Design and maintain databases.

File and retrieve documents and reference materials.

Conduct research, collect and analyse data to prepare reports and documents.

Manage and maintain executives schedules, appointments and travel arrangements.

Arrange and co-ordinate meetings and events.

Monitor, screen, respond to and distribute incoming communications.

Liaise with internal staff at all levels.

Interact with external clients.

Co-ordinate project-based work.

Review operating practices and implement improvements where necessary.

Supervise, coach and train lower level staff.

Nieuw World Capital Management, Carlsbad, CA February 2013 – May 2015

Executive Assistant /personal assistant

Relieved the executive of administrative type functions in order to increase the time he had available

for executive level responsibilities. Handled a wide variety of situations and conflicts involving the

clerical and administrative function of the office. Responsible for confidential and time sensitive

material. Prepared routine and advanced correspondence including letters, memoranda, and reports.

Familiar with a variety of the field's concepts, practices, and procedures. Relies on experience and

judgment to plan and accomplish goals. Directed and lead the work of others.

Responsible for general book-keeping.

Assisting with general ledger and monthly bank reconciliations.

Responsible for answering all incoming calls and routing to appropriate personnel.

Manage all administrative tasks.

Ordering and inventory of office supplies.

Assembly of tax returns.

Document scanning and filing.

Manage executive calendars and daily schedule.

Organize, prioritize and appropriately handle documents .

Run errands, travel arrangements, schedule conference calls, filing.

Update contacts info for banks and companies .

Other Work experience

USA Credit Solution, San Diego, CA

Public Creation System, Escondido, CA

Shogun, San Marcos, CA

Syg Technology, Carlsbad, CA

Education

Mira Costa College September 2010-Present

General education, office administrative, general business and accounting

Skills

Typing 60WPM, Adapts quickly to new situations, fast learner, organized, dedicated, determined, driven,

self-directing in a mutli-tasking . Fluent in English, Mandarin, and Cantonese, and adequate in Spanish .

Dear Sir or Madam:

Having contributed to the profitability and success of multiple financial organizations by instituting

policies/procedures, strategies and operating platforms that drive sales and market share, I am now

seeking the opportunity to join your company in an advisor position such as Financial Advisor Associate

or Wealth Advisor Associate. I have extensive experience providing leadership, strategic planning and

process optimization for operations. With a broad skill set and a demonstrated record of success, I am

confident in my ability to generate superior results for your team. Therefore, I am writing to inform you

of my availability and have included my resume for your consideration.

For a more detailed presentation of my skills and background, please review the

enclosed resume and feel free to contact me at your earliest convenience. Thank you for your

consideration.

Sincerely,

Wing Cheung

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