Administrative Assistant San Francisco

Location:

Posted:

October 14, 2013

SAMMIE YIM LEE

San Francisco, CA 94112

***********@*****.***

Objective

My objective is to acquire a position in a company that will allow me to learn new

aspects of business, also allow me to apply the skills and experience that I already

have.

Work Experience

08/11-08-13 Tokyo Futon & Tea San Francisco, CA

Self-employed

Ordered all the merchandises as a buyer

In Charge all the marketing promotion

Prepared monthly sales reports

12/10-07/11 Chase Investment Service INC San Francisco, CA

Financial Advisor Associate (Promoted)

Handled a $12 million book as an advisor

Built plans and delivered personal investment advice to help clients achieve

their financial goals

Developed and deepen client relationships

07/08-12/10 Chase Investment Service INC San Francisco, CA

Financial Assistant

Managed 3 Financial Advisors’ calendars and scheduled meetings

Handled and screened telephone calls, greeted visitors

Responsible for new account processing, and account changes

06/06-06/08 Charles Schwab & Co. INC San Francisco, CA (Private Client Team)

Administrative Assistant

Provided administrative support to 5 Portfolio Consultants in the team

Coordinated portfolio projects for the PCs in the advising team

Handled all incoming/outbound overnight shipping

Education

2005 BS Degree in International Business and Marketing SFSU, SF CA

Skills

Licensed: S7, S65, Life Insurance and Variable Annuity

Computer Skills: Proficient in Word, Excel, Power point, Outlook

Languages: Ability to speak and write Chinese (Cantonese and Mandarin)