Beatrix Tan Email and Phone Number

• Communicate with clients and custodians – new & existing accounts• Data input of client information for correspondence & financial analysis• Compilation of reports related to various client needs• Process client investment activities• Applying programs for research, reports, correspondence and public presentation• Oversee and monitor daily workflow• Handling employer’s personal/professional activities• Office and administrative duties

• Responsible for accuracy of inventory moving between the distribution center, vendors and stores for this $100 million guild retail jeweler. • Prepare and process necessary paperwork (e.g. trade and expense invoices, Journal Entries) for submission to Accounts Payable and Financial Accounting • Maintain and reconcile various accounts• Prepare cost and retail events as directed by Buyers and VP of Merchandising to meet SOX requirements• Customer service and sales support for 35 stores for multiple product lines• Manage special order system involving 20 domestic and international vendors• Set up SKUs with details and prices of individual merchandise• Prepare and receive Purchase Orders for special orders• Developed specialized knowledge of complex product lines including designer jewelry, high-end giftware and luxury watches

• Event logistics coordination of about 20 meeting rooms/spaces in and around the Elliot University Center• Filing, data entry, communication with faculty, staff, students as well as general public via telephone, email, fax and personal contact