Jacky Leung Email & Phone Number

New York, New York, United States

Greater New York City Area

Greater New York City Area

Greater New York City Area

Greater New York City Area

Greater New York City Area

•Create brokerage accounts for clients and provide technical support for clients accessing Scottrade’s trading platform• Deposit and withdraw client checks and wiring transactions of up to $100,000 weekly• Assist investment consultants with financial services offered to clients and provide operational and administrative support• Responsible for assisting clients with deposits and withdrawals into/out of their accounts.• Utilization of quote system to communicate information regarding stocks to clients.• Process stock certificates and deposits, prepare paperwork for overnight delivery, and process branch mail.

Baruch Starr Career Development Center

- Direct over fifty students to on campus recruiting interviews, resume reviews, mock interviews, and career counseling.- Escorted recruiters from 80 major companies in annual career fair to their corresponding tables.- Handle administrative and clerical duties such as responding to recruiters and student's inquiries in person and on telephone.

Greater New York City Area

- Recordkeeping of documentations via scanning, logging, and filing.- Conducts research, organize documentations, and assisted accountant in tax preparation- Assists CEO in various administrative tasks regarding clients, tax returns, and auditing- Supervise and train interns on administrative and office related tasks- Assisted in recruiting and delegating tasks to interns- Coordinate with staff to create a weekly work schedule to determine payroll hours- Respond to telephone inquiries by transferring correspondence to appropriate parties and scheduling appointments

Greater New York City Area

- Selective three month long career development & mentoring program focused on developing professional competencies including networking, professional etiquette, job search skills, interview preparation, & Microsoft Office proficiency.

Greater New York City Area

- Accumulated a daily management of receipts in excess of $500- Maintained an inventory to ensure adequate supply of goods to meet customer needs.

Greater New York City Area

- Oversee international shipping operations by conducting over 50 phone calls per day.- Managed invoices by providing information to international clients via email, fax, & telephone to ensure timely shipment.

Finance

Education record