Annie Tse Email & Phone Number

Vancouver, Bc, Ca

Vancouver, British Columbia, Canada

Vancouver, Canada Area

Vancouver, Canada Area

-Processed bank deposits-Verified bank wires-Transferred monies and securities between accounts-Reviewed all incoming documentation according to company policies and compliance-Opened and updated accounts-Receipt/processing of physical certificates-Warrant/Options exercise-Receipt/deposits/Issuance/certification of client cheques-Corresponding with internal departments and external parties-Reception relief: managed incoming/outgoing mail, operated… Show more -Processed bank deposits-Verified bank wires-Transferred monies and securities between accounts-Reviewed all incoming documentation according to company policies and compliance-Opened and updated accounts-Receipt/processing of physical certificates-Warrant/Options exercise-Receipt/deposits/Issuance/certification of client cheques-Corresponding with internal departments and external parties-Reception relief: managed incoming/outgoing mail, operated switchboard, arranged courier Show less

Richmond

-Greeting existing and prospective guests, directing them to appropriate Investment Advisors-Assisting with phone coverage in courteous and professional manner-Coordinating calendar and meeting invitations for joint events-Booking venues and catering for events-Monitoring branch expenditures and requesting for funding when necessary-Handling confidential documents with great attention to detail-Reviewing current office procedures with management team to improve on… Show more -Greeting existing and prospective guests, directing them to appropriate Investment Advisors-Assisting with phone coverage in courteous and professional manner-Coordinating calendar and meeting invitations for joint events-Booking venues and catering for events-Monitoring branch expenditures and requesting for funding when necessary-Handling confidential documents with great attention to detail-Reviewing current office procedures with management team to improve on efficiency-Preparing daily reports and distribute them accordingly-Processing incoming/outgoing courier packages, reports, faxes, and mail-Creating and maintaining data reports using Word and Excel in a timely manner-Performing account reconciliations, cheque issuance, deposits-Verifying and approving all out-going fund transfers, ensuring accuracy and compliance-Processing and amending deposits, RSP/TFSA contributions, and other investment services-Book-in and ship security certificates Show less

-Performing business financial transactions such as wire transfers, certified cheques, money orders, foreign currency exchanges, cheque cashing, bill payments, and deposits/withdrawals-Balancing treasury and preparing daily reports for various currencies in the branch-Investigating and repairing cash differences-Adhering to compliance routines in carrying out transactions-Detecting fraudulent activities and assist in investigation-Resolving clients’ issues with fast and… Show more -Performing business financial transactions such as wire transfers, certified cheques, money orders, foreign currency exchanges, cheque cashing, bill payments, and deposits/withdrawals-Balancing treasury and preparing daily reports for various currencies in the branch-Investigating and repairing cash differences-Adhering to compliance routines in carrying out transactions-Detecting fraudulent activities and assist in investigation-Resolving clients’ issues with fast and efficient service at first point of contact-Training, mentoring, and providing support to other staff members-Giving financial advice to clients, referring to appropriate colleagues when necessary Show less

-Greeting representatives from various countries and organizations-Dealing with high volume inquiries both in person and on the phone-Assisting guests with the accrediting process and other needs during their stay in Vancouver-Facilitating venue management with administrative and housekeeping duties-Recording messages and transferring calls for all other staff on the venue

-Ensuring accuracy in all payment procedures and transactions-Utilizing MS Office (Word, Excel, Outlook) to prepare accurate sales reports to Head Office-Opening/closing duties such as preparing the cashier systems and bookkeeping-Ensuring integrity of inventory database-Training and mentoring new staff to ensure the delivery of superior services-Identifying and fulfilling customers’ needs both in person and on the phone-Meeting and surpassing daily sales thresholds

Bachelor Of Arts (B.A.), Psychology

Education record

Education record