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Life Insurance Administrative Assistant

Location:
Philadelphia, PA
Salary:
45000
Posted:
May 14, 2020

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Resume:

PEI-JUNG TSENG

Philadelphia, PA 313-***-**** adc7rc@r.postjobfree.com

New graduate achieving organizational goals through advanced people skills and strong financial knowledge

Highly organized, detail-oriented, and analytical professional skilled in prioritizing tasks to thrive in fast-paced, high-volume environments.

Sharp analytical mind, reporting on financial performances and managing invoices with impeccable timing and accuracy, accounting for all deadlines, timelines, and quality expectations.

Tactful communicator with keen interpersonal skills, building rapport, driving team collaboration, liaising with internal and external stakeholders, promoting transparency, and communicating complex concepts to non-financial audiences.

Adept at organizing, tracking, and monitoring financial documents to ensure processing compliant with organizational and regulatory requirements.

CORE PROFICIENCIES

Contract Management Financial Forecasting & Reporting Customer Service Relationship Building Marketing

Written & Verbal Communications Invoicing & Cash Flows Multitasking & Prioritization Risk Identification

TECHNICAL PROFICIENCIES

Microsoft office (Intermediate); QuickBooks (Intermediate); Salesforce (Intermediate), Visual Basic (intermediate)

LANGUAGES

English – Fluent; Chinese – Fluent; Japanese-conversional

EDUCATION & TRAINING

BACHELOR OF BUSINESS ADMINISTRATION IN CORPORATE FINANCE

Temple University, Fox School of Business, Philadelphia, PA 2019

Coursework Including: Business Communication, Information System Organization, Operation Management, Financial Management, Marketing Management, and Financial Security and Portfolio.

PROFESSIONAL EXPERIENCE

ACCOUNTANT

B&J Group Inc, Philadelphia, Pennsylvania August 2019 – April 2019

Facilitate executive decision making and organizational direction by analyzing documents and sales invoices to prepare asset, liability, and capital accounts while adhering to organizational and regulatory requirements.

Achieve financial goals through accurate accounting practices, examining and interpreting multi-source data while managing cash flow, debts, accounts receivable, and accounts payable, monitoring overall performance and adjusting strategic tactics.

Report financial performance to the Board of Directors within required timelines through preparation of account reconciliations.

Maintain subsidiary accounts through verification, allocation, and post-transactions by communicating effectively with internal and external staff across all levels, through phone, email, and in-person channels.

ADMINISTRATIVE ASSISTANT

Yung Ching Rehouse Co., Yi Lan, Taiwan March 2018 - Sep 2018

Support organizational goals by scheduling cross-departmental meetings and serving as a recorder to provide a record of strategic decisions.

Organize departmental operations by implementing and coordinating administrative processes and company activities, building a positive work environment.

Handled incoming contracts end-to-end, ensuring accurate and timely processing according to organizational requirements.

TAIWAN INTERN, SALES DIVISION

Nan Shan Life Insurance, Taipei City, Taiwan Mar 2017 - August 2017

Contributed to building positive customer experiences by assisting insurance agents while they persuaded clients to purchase insurance products.

Developed a strong knowledge of life insurance products spanning protection, endowment, and investment-linked insurances serving as a Subject Matter Expert for clients and assisting them in selecting the most appropriate product.

Collaborated with investment companies learning about their investment instruments and developing partnerships to meet consumer needs efficiently.



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