Operations Specialist

MELINA ZHANG

adiokd@r.postjobfree.com 724-***-**** Houston, TX

WORK EXPERIENCE

Operations Specialist

RiversEdge Advanced Retirement Solutions - Houston USA May 2019 to Present

•SRT Plan investment re-orders and Source review.

•Created Plan Sponsor Portfolio Analysis Reports each quarter. Created Millennium Trust spreadsheet for all Force out distributions.

•Processed retirement plan payroll files, maintained logs and sales proposal status. Handled data migration including plan participant contributions, submit disbursement details via custodian websites.

Finance Analyst Intern

Brisbane City Council - Brisbane AU April to June 2018

•Summarize data, information, and trends from quarterly and annual statements / reports

•Prepared and reviewed formulas on all FEX cash flow, discounted cash flow analysis

•Reviewed and corrected errors on cash transaction sheets maintaining the reporting accuracy of funding transactions

•Organized and updated the records of financial statement from contracts

•Tracked, collected and summarized finance data and monitored documents and files (hardcopy and electronic) to ensure compliance with all regulatory (state and federal) and Brisbane City Council specifications

•Organized material for meetings, presentations, and training sessions Proficiency

Lobby Manager / Assistant Finance Specialist

Bank of Communications China - Chongqing CN June 2014 to May 2015

•Sale of bank finance products, requiring thorough knowledge of the product platform

•Marketing, including face-to-face and telemarketing. Assists clients by responding to phone, email and other inquiries regarding company products, services, and procedures

•First point-of-contact of technical assistance for customers, requiring skillful handling and routing of inquiries, complaints, and potential conflicts. Investigate and resolve errors in client accounts and statements

•Provided guidance, mentorship, and training to new-start and less-experienced staff Proficiency

EDUCATION

Bachelor of Business in International Economics and Trade

North of China University 2010 to 2014

Post Graduate Certificate in Business and Communications

Queensland University of Technology 2016 to 2017

CERTIFICATES

Retirement Plan Fundamentals Certificate - ASPPA

Basics of 401(k) Plans Certificate - ASPPA

SKILLS

•Sales and marketing on a broad platform of products. Understanding of product features and the ability to provide advanced technical assistance

•Conflict-resolution and de-escalation

•Fluent in Mandarin and English

•Advanced Microsoft Office suite skills (Microsoft Outlook, Word, Excel & PowerPoint)

•Able to horizontally interface with different departments and achieve outcomes

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