- Responsible for running daily and weekly Mutual fund contribution report for retails and dealers, communicate with 3rd party partner on daily basis to make sure the production send out on time.- Quickly resolved inquiry from other business partners such as tax slips correction, re-issue NQ letters.Contribute to the team success by assisting other team members on on-going and daily tasks to meet deadline.- Manually update database panel for all business line, reconcile backdated tax slips.- Preparing year end report and trigger files for register products and non-qualified products line.

- Quickly resolved client issues and identified solutions that work best for clients.- Communicated effectively with other internal support departments to process clients’ documentation requested such as tax documents, register products withdraw order, new account set up.- Adhered to controls and procedures to ensure client information are recorded accurately and confidentially.

- Reviewed cases to determine the legitimacy of the claim on TD visa card fraud.- Analyzed and process credit fraud/dispute cases in accordance with TD VISA policies and procedures. - Investigated customer transactions and provide accurate and timely information and recommendations to the TD’s clients Credit Cards on account activity and developments. - Exceed daily volume targets for number of cases investigated.

• Assisting and demonstrating to clients how to maximize their access to full services through personal and business digital channel such as everyday transactions, investment tools and all others offers.• Engaging clients in conversation to understand their priority financial objective and using the utilization of financial tools to tailor products and services fit clients need and wants.• Accountably to take over the ownership and support other members to quickly resolve the clients’ issues or banking transactions errors.• Identifying the referral opportunity HNW clients to other internal advisors/ business partners as appropriate.

- Taking initiative to raise clients’ awareness of digital banking channels and assisting with their transactions; thus helping bring the branch digital migration number up to -15%- Participating all new pilot projects to promote digital banking services in retail banking level- Generate significant number of referrals opportunities to other team members for new and existing clients to achieve the individual weekly target and team sales goal- Quickly resolve client problems by identifying solutions and options that work for the client- Excellent team player; working alongside sales and services team to reach branch targets and minimize line ups

- Provided administrative/secretarial assistance for different departments to achieve the best results- Sorted, processed receipts, expenditures, forms and extra documents.- Answered telephones and redirected to appropriate staff member.- Created and organized invoices, letters by means of word processing, spreadsheet, and database.- Participate in large-scale events that benefit Vietnamese community such as Fund Raising and Lunar New Year.

- Handled approximately 20 customers inquiries per day via phone and in person.- Negotiated and offered flexible pricing and term for classified advertisement to clients in order to increase sales for publishing company by 10% per month. - Managed small business inquires for advertisement.- Made follow up calls for existing customers for renewal, retaining business. Upselling/cross selling services for advertisement publishing resulting to retained business with existing customers.- Assisted customers in processing form for advertisement applications.- Made inbound/outbound calls- Organize the shipment of 800 newspaper to 70 subscribers and 20 retailers.

- Coordinated 7 interdepartmental team members and 12 on-site contributors to produce weekly editions and ensure meet all standard requirements on a timely basis- Coordinated an average of 200 written pieces for the weekly publication and liaised with the Editor to ensure flow of writing and accompanying editorials - Preformed pre-editing duties and communicated with the printing house manager to address inconsistencies and ensured that mistakes become incorporated into editing protocol- Provided final quality control of all submissions and verified printers when mass production takes place as well as confirm all sales and distribution points throughout the GTA- Communicated with Sales Manager, Accounting Manager, Production Manager when inconsistencies occurred and suggested the process to resolve mistake and avoid profit loss

- Consulted and reviewed application of any agricultural business in the permission process to import/export vaccine, medicine and animals’ products- Monitored and prepared monthly report of animal disease in south region of Vietnam- Regularly coordinating WHO to prevent spread of animal diseases (H1N1 epidemic, swine flu) in Vietnam