Sales Assistant
Resume:
MAKIKO TASAKA
*****************@*******.***
**************@*****.***
**-** **** ****** *** 3C Woodside NY 11377
Summary of Skills
Bilingual English - Japanese
* **** ***** ** ***king Administrative Assistant and Support functions
Coordinate workflow and information between departments
Provide banking product support, regulatory reporting
Daily, weekly, monthly transaction reports (bonds, stocks, SWAPS, short- and long-sales)
KYC documentation, BSA/AML policy
Supported CFO performing all administrative functions
Proficiency in EXCEL skills include pivot,macro
Qualifications
*General administration /Accounting experience and knowledge *Understanding of financial policies and laws and regulations have knowledge of equity market* Have responsibilities for expenses organized * Strong interpersonal and communication skills *Corporate arranging correspondence and internal external communication with executive level management people with excellent computer skills
Ichi88 Manager Assistant May 2015- Oct 2016
*Supporting for marketing, operating, sales for manager’s management with support advertising. Translation, advertisement of monthly special, Arranging financial accounting systems.
Blue Data International January- April 2015
*Supporting and advising students for this vocational and language school. *Create documentation for student spreadsheet, scheduling classes, payment, create questionnaire and brochure.*All administrative functions
Universal Survey (temp role) January- June 2014
*Marketing representative for major US insurance company in USA. Conducted marketing surveys. Manage and update data and Q and A. comments from clients
Consulate of Japan (temp role) July - August 2013
Advisor to applicants.
JDS company Limited Assistant administrator Japan 2011 to October 2012
*Provide data for needed data for Japan-based clients for electronic products. *Support electronic product data sales the both global market and to major Japanese electric company
Temporary and Consulting Assignments 2009 to 2011
*Support and responsible for assisting and maintain administrative procedures. Underlying documents was sent to administration for evaluation with assumption for contract and agreements to be formally send to company or other financial institution. Including general affairs and all administrative, sales and as for customer and trader representatives. After approved agreement needs to be sent and update file. Coordinate work flow and information flow between other departments
*Development to implement and product support executing product lines, sales reputation, political policies with the problem diminish and the company to advance the product capabilities and profitability to deliver to support and customers worldwide.
Telephone sales representatives: *Conduct client in order to obtain information about potential customers.
*Maintain all billing and collections records. Implemented sales strategy.
Bank of Tokyo Mitsubishi UFJ Bank Department Assistant /Administrator April 2007 to August 2008
* For foreign emergent group, Support and responsible for collecting data relating to all banking legally licensed to be able to operate between the other financial institution. The KYC document associate form for all bank for gathering data to complete the automated data, and enhanced due diligence on new and existing client. Under BSA/AML policy
* For investing department, different arrangement made for the data to be scheduled for transaction report, and for Japanese equity market to invest to verify calculation on receivable and payable thorough bank accounts and to submit a report on each transaction to back accounting department and to record each bond stock and swap for different length investment. To be able to coordinate the proposed materials which or where transaction to be occurred and the information to be stored as sales memo or summaries and filed for. Handling later or back office and they were separate from front office.
Shoko Chukin Bank Risk management Associate May2005 to March 2007
* Make daily, weekly, monthly, yearly transaction report, Invest, bond, stock etc. (Swap transaction, short-long investment transaction process). All the decision to make invest under choosing the percentage concentrate to the investment daily or the within the allowed amount of balance of transaction carried over to the next cycle and to make decision for any transaction can be lead to come up as a risk and need to be reported to the trader.
* After track or find the daily balance transaction of each invested on or to be recognized and that current and future balance can be usable to be recognized as balance left or earned
*Some Transaction Account Data Analysis and data input those numbers. All administration work for asset/portfolio, credit, custody and claims adjustment.
* Under BSA/AML policy, Risk assessment, Internal Controls Review, Independent testing with auditor and BSA/AML compliance officer.
Fuji Sankei Communication Administrator March 2004 to March2005
*Coordination and administrate for schedule, expense to maintain of each project to maintain job and communication between Japan
*Support Production department in all administrative functions
Forex Capital Markets Sales/ Client service July2003 to March 2004
*responsible for maintain client account administrative assistant supportive work include give global fundamental, technical research information, teach the way to use trading chart. Required and manually seeks technical support on trading platform.
*Translate and edit the company’s Japanese version of website in order to follow the glossary, valuation models, data, and bank research to have more opportunities to invest for client.
* P/L report for Introducing Broker and Japanese client including giving them daily and monthly report to support for administrative transaction of funds.
*Responsible FX products, and technical problem associates with open account, changing status, transaction of funds
Mikimoto Executive Secretary January 2003 to June 2003
*Support CFOs performing all administrative functions
Matsushita Car Electronics / Kanagawa, Japan Executive support Assistant, Translation December 1997 to December 1998
* Keep maintain the administrative work include assistant to head department director of foreign electronic sales of by interpret daily requests by department’s document creation
Japan Gas Company/ Kanagawa, Japan Assistant Administrator January 1996 to December 1997
*Arrange project daily settings and contributed in fast-paced environment and automated accounting for project travel, office supply and Provide oversea conference and costs within project.
Daiichi Mutual Insurance Company, Kanagawa, Japan January 1993 to August 1995
*Corporate and Individual employment life Insurance Sales Representative and processing expenses and track the related plan.
*analyze life insurance plans from automated plan for processing expenses and introducing manually insurance and pension plans.
Education
University of North Florida, Jacksonville/ May 2002 Bachelor of Business Administration – Major in Business management
Kanda Foreign Language Institute, Tokyo Japan
Computer Skills: MS Word, Excel, Access, PowerPoint
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