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Customer Service Executive Assistant

Location:
Santa Clara, CA
Posted:
January 31, 2018

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Resume:

Jiadong Wu (Kevin)

**** ******* **** ***, ***** Clara, 95051 Tel: 415-***-**** Email: ********@*******.*** / *********@********.***

Education and certificate

University of California, Berkeley, Berkeley, CA Sep 2014- Aug 2016

Bachelor degree of science in Environmental Economics and Policy

●Coursework: Economics of Water, Forest Ecosystem Management, Business Administration-Marketing, Environmental Economic, Business Administration-Leading People, Macro and Micro Economics, Probability and statistic.

De Anza College, Cupertino, CA Aug 2012- Jun 2014, Jan 2017- present

●Accounting course experience: Financial accounting, Managerial Accounting. Intermediate Accounting, Auditing, Federal Tax Income, advance accounting, (1 year)

●JavaScript, Python (1 year)

California Real Estate Agent Certification, CALBRE, Sacramento, CA

Working experience

Deleon Realty Palo Alto, CA Nov 2017-present

Tax Accounting Intern/ Executive assistant to C.E.O

●Managing company invoices and company checks, dividing them into correct folders

●Scanning past years documents and storing them in digital hard drive

●Document filling for tax season

●Attend listing appointments and provide support

●Possess good dictation and transcription skills

● Prepare disclosures for meetings with sellers

●Prepare contracts for electronic signature

●Set appointments and manage multiple calendars Communicate with clients

●Prepare property informational portfolios

●Provide access to properties for clients and vendors

Solarcity, San Francisco Bay Area, CA Sep 2016- Oct 2017

Energy specialist

●Engaged over 100 customers each day garnering interest in solar panels

●Explained the benefits of financing solar panels to reduce monthly electric bills

●Collaborated with consultants to achieve over $400,000 in sales within 3 months

●Helped clients save an average of 30% on their electricity bills

●Introduce solar products to customer and help customer to quality for program

●Help consultant preparing for the home assessment

●Customer service and communication skill

Sunlight apartment Hotel, Foshan, China Jun 2014- Aug 2014

Management assistant

●Providing accounting and managerial advice to the management.

●Translated and proofread documents (English to Chinese & Chinese to English).

●Participated in customer business meeting.

Bank of China, Foshan Division, Foshan, China Jun 2012- Aug 2012

Account assistant (summer intern)

●Entering customers’ basic data to create personal profile and preparing materials for manager.

●Understanding basic procedure and basic financial products.

●Customer Communication

Additional

●Language skills: Cantonese, Mandarin

●Computer skills: Microsoft Office, Outlook, STATA.



Contact this candidate