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Seeking a Challenging Position As An Executive Assistant

Location:
Monterey Park, California, United States
Posted:
October 19, 2018

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Resume:

MANDI YUEN

*** ******** *****

Monterey Park, California 91755

Cell: 626-***-****

E-mail: ac7fn7@r.postjobfree.com

PROFESSIONAL SKILLS:

Adobe Acrobat

Foxit PhantomPDF

J-Fax via Facsimile/Internet

Lotus Notes/E-mail

Redtail CRM

Metropolis App

MS-Office

Salesforce

Photo Editor

PhotoShop

Visio Solution

WinSTAR®

Analytical

Detail & Team Oriented

Diligent

Excellent Communication Skills

Organized

LANGUAGE SKILLS: Trilingual - English / Cantonese / Mandarin

EXPERIENCE:

September 2017 – Present

Assistant to the President and Founder/CFP/Attorney at Law EH Financial Group, Inc. – San Gabriel, California

Scheduled, confirmed, and followed up on client and personnel appointments

Coordinated and facilitated various assignments involving investment planning, tax planning, retirement planning, estate planning, investments, insurance, and tax returns

Reviewed legal, investment, insurance, tax, and estate planning documents

Assisted clients to meet their financial, legal, retirement, and tax needs

Provided excellent customer service to clients, brokers, and internal personnel

Administrated the transition of over 200 clients to a new broker dealer portal and co-organized a client account transfer signing event and paper shredding event

Created monthly and quarterly portfolio reports and kept track of all investment activities

Conducted electronic transactions and Internet research for various client inquiries

Maintained electronic and physical filing system as well as other administrative duties

March 2017 – September 2017

Financial Consultant

World Financial Group - Arcadia, California

Performed various administrative tasks for Senior Marketing Director

Authored and drafted digital contracts and reviewed insurance policies

Assisted and conducted in-person and online recruitments

Trained, supervised, and facilitated online training sessions

Constant communication with clients via phone, emails, texts, and live web chats

Participated and co-presented in bi-weekly trainings and corporate events

Prospected and followed up determinedly with potential members and new business partners

Marketed and sold financial products and obtained Life and Health Insurance License

Recipient of #1 Top Recruiter Award, #1 Top Producer Award, and Rising Star Award

September 2016 – May 2017

School Volunteer

Repetto Elementary School – Monterey Park, California

Assisted and taught kindergarten students with math, spelling, reading, typing, computer, homework, various projects, art activities, and all curriculums throughout the day

Volunteered in school festivals, events, fairs, open house, and graduation

Awarded the Certificate for The Most Dedicated Parent

November 1999 – July 2004

Senior Administrative Assistant

Cushman & Wakefield of California, Inc. - Los Angeles, California

Assisted four appraisers in the Valuation Services department with extensive appraisal reports, engagement letters, proposals, and appraisal summaries

Generated PDF versions of reports and/or e-mailed or uploaded to clients' websites, conducted Internet research, appointment/event scheduling, and meeting/traveling arrangements

Conducted general administrative duties

August 1999 – November 1999

Administrative Assistant/Secretary

Apple One Employment Services - Los Angeles, California VDI

Multimedia - Hollywood, California (3-month temporary assignment)

Supported the President, Vice President of Operations, Chief Financial Officer, and Vice President of Business Development and instituted the process of relocating corporate headquarter

December 1998 – July 1999

Administrative Assistant

Ernst & Young LLP - Los Angeles, California

Provided administrative support to a Partner and several Managers with due diligence reports and projects in mergers and acquisitions, travel arrangements, and general administrative duties

EDUCATION:

June 2005 – June 2006

California State University of Los Angeles - Los Angeles, California Bachelor's degree in Psychology, Magna Cum Laude

February 2003 – May 2005

East Los Angeles City College - Monterey Park, California Associate degree in General Education, Cum Laude

May 1992 – April 1993

Computer Learning Center - Los Angeles, California Diploma in Computer Systems and Programming in April 1993. Completed a challenging and comprehensive course on programming common operating systems using an IBM mainframe and PCs. Included over 100 hours of hands-on-experience.

June 1989 – June 1992

Pasadena Community College - Pasadena, California

Attended courses in Computer Systems Application and Development and other general courses.



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