• Used Sage to verify and match invoices• Improved and managed Kanban and database systems – Billing of Materials, Production Schedule, and others• Performed administrative tasks, such as payroll via Microsoft Excel• Inspected the quality assurance of plastic molds, and bucket and filters• Sourced out raw materials from local and international wholesalers and distributors for the new product launch

• Organized materials, reports, and presentations for client meetings• Cooperated in meetings to gather clients’ personal and financial information and transcribed the meetings through Otter• Analyzed historical and current situations of clients• Managed financial planning software to put together financial data models, graphs, or summaries, like LifeRiskOnline, Hero360, and XPlan.• Performed investment activities for clients, such as buying/selling stocks in mutual… Show more • Organized materials, reports, and presentations for client meetings• Cooperated in meetings to gather clients’ personal and financial information and transcribed the meetings through Otter• Analyzed historical and current situations of clients• Managed financial planning software to put together financial data models, graphs, or summaries, like LifeRiskOnline, Hero360, and XPlan.• Performed investment activities for clients, such as buying/selling stocks in mutual funds• Created Statements of Advice regarding retirement planning, personal insurance, cash flow and budgeting, and investments• Implemented advice and recommendations by drafting and submitting paperwork for applications and cancellations• Performed research on complex financial topics and participated in webinars Show less