Jessica Loh Email & Phone Number

Montreal, Quebec, Canada

Montreal, Canada Area

Montreal, Canada Area

Assisting financial advisors in the management of clients' portfolio by providing administrative support which includes assembling documents for meetings, following up on outstanding items, and attending to the requests of the clients. My role entails also analysis of certain information related to the portfolio and the disbursement of the information to the pertinent parties. Helping in preparation of tax related reports. I also coordinate annual tax filing with the clients' accountants. Running the office and ensuring employees work related needs are met satisfactorily and in compliance to company regulations.Office inventory control.

St-Laurent, Quebec

- Dealt with high networth private clients- Handled requests from clients pertaining to their portfolio like cash withdrawals or transfers.- Account opening- Prepared documents for Private Client Managers' meetings with the clients and the advisors.

Lasalle Branch, Montreal

I worked as a bank teller at BMO. My job required accuracy, fast mental reflexes and an A+ attitude towards customers.

Singapore

My job entailed supervising junior clerks in their daily administrative roles which includes1. matching settlement instructions2. opening of custodial accounts3. daily, weekly and monthly reconciliation of transactions and assetsI also handle communication via fax, telephone calls and emails with clients and with sub-custodial companies and this includes - disbursement of market-related information, corporate actions. - escalating of requests to the pertinent parties and following-up on these requests.

Singapore

The company was the representative in Singapore for a few universities from UK. They specialized in the recruitment of candidates for the Masters programmes and the administering of the courses as well. My job entailed- Sales and marketing of these Masters programmes to individuals via phone calls, mass-mailing and conversations with walk-in prospects.- Post-sales customer service to existing students of the programmes.

Bachelor Of Arts And Social Sciences, Japanese Studies And Geography

A'Levels, Arts And Social Scienses