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Lena Kelly personal email
Bilingual (English and Japanese), responsible, and extroverted individual who graduated from California State University, Northridge with a major in Communication Studies and minor in Japanese. More than 7 years of experience in administration, financial, and customer service. Punctual and organized, with ability to assume leadership in a team environment. Multiple years of experience working in international businesses, enhancing ability to maneuver in various cultural situations.
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Client Services AssociateSteelpeak Wealth May 2024 - Nov 2024Woodland Hills, Ca• Utilized Tamrac and Schwab Alliance Portal to effectively onboard new clients, resolve urgent financial inquiries, and account requests for over 20 financial advisors.• Monitored over 10+ alerts on a daily basis on Schwab Advisor Services to ensure that new and current accounts are up to date with their pending transactions, mitigate potential financial failures, account restrictions, and establish new account creation as needed.• Conducted client onboarding by preparing accounts to ensure timely account establishment on a weekly basis and establishing their accounts on SteelPeak client portal. -
Client Relations ManagerKinjo Insurance & Financial Services Jan 2022 - Jan 2024Brea, California, United States• Collaborated with the office staff for administrative work for life insurance processing and financial transactions such as checks and provided consistent feedback for service paperwork (applications and changing policy information).• Provided immediate bilingual support to high-profile clients from various industries through Outlook and phone calls to ensure that clients have immediate transparency over their life insurance, annuity, and investment accounts.• Contributed to surpass yearly revenue goals by monitoring submission of new applications and immediately handling any account establishment errors in Salesforce Service Cloud.• Created and mailed firm introduction letters in Japanese and English through Microsoft Word and increased revenue to the firm by consistent following-up and scheduling appointments with clients on a daily basis.
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Associate Program Officer (Japanese Language Program Coordinator)The Japan Foundation, Los Angeles Jun 2019 - Dec 2021Greater Los Angeles Area• Collaborated closely with the Director and Deputy Director to manage day-to-day projects within the Japanese language education team to communicate thoroughly on urgent Japanese language program support and creating support letters through Microsoft Word to support language programs all over the United States. • Assisted Japanese language learners, teachers, and programs all over the United States by sending advocacy goods (posters, badges, and study materials) and other forms of free language resources for school events and prizes through The Japan Foundation, Los Angeles website.• Participated in commercial production for Japan Foundation's e-learning website, "Minato", generating over 2000 views in 3 years and producing instructional videos for course overviews and account registration to increase accessibility for all language learners. • Held a column in a monthly newsletter, providing useful resources for Japanese language learners and teachers, communicating any grant deadlines, conferences, and events to increase visibility about the Japanese language education team to newsletter subscribers. -
Front Office ReceptionistBernet International Trading, Llc Nov 2016 - Jun 2019Greater Los Angeles AreaUtilized SAP software to process shipping orders, invoices, inventory transfers, and reconciliation.Maintained record of incoming containers and communicated with warehouses for latest inbound information.Arranged shipments and generated packing lists, certificate of analysis, and goods receipt POs as needed or requested. Ensured proper delivery of FedEx, UPS, DHL, and Messenger services. -
Japanese Substitute TeacherKyodo System Oct 2013 - Jun 2018Sun ValleyManaged beginner Japanese level class of 6 students with varying Japanese levels (ages 5 through 7).Created tests, class materials, and craft activities for students on a weekly basis.Communicated with parents on a weekly basis and worked with students to ensure success in their language learning.
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Procurement Administrator AssistantMikuni American Corp (Interplace, Inc) Feb 2015 - Oct 2016NorthridgeUtilized Microsoft Dynamic AX to process heavy sales orders and daily invoices.Worked with the accounting department in regards to credit card transactions such as processing and handling sensitive billing information. Sent back order reports requested by the customer to ensure everything is shipped accordingly.
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Store LeaderDaiso Japan Nov 2013 - Feb 2015Northridge, CaSupervised the store and coordinate with the manager and other staff to ensure store's functionality.Dealt with in-house marketing by improving in-store decorations and promoting items to improve sales.Interviewed new applicants, planned orientation, and trained new staffs.Managed administrative aspects of the store such as relaying management requests to floor staffs and cashiers and ensuring that the store is being utilized at its maximum capability.
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Sales AssociateTokyo Japanese Lifestyle May 2013 - Nov 2013Little Tokyo And Monterey Park, CaResponsible for opening and closing the store and running its operation.Familiarity in utilizing the cash register and credit card machine and helped to manage daily profits and organizing the store.Assist customers to understand the usage and benefits of Japanese products.
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Program Production InternUnited Television Broadcasting Systems Aug 2012 - Dec 2012Hollywood, CaAssisted in editing and translations of commercials, programs, and website. Learned the methodology of Japanese business ethics.Facilitated outside shoots and studio shoots for commercials and special programs. -
LifeguardCitywide Aquatics Jun 2007 - Sep 2012Canoga Park, Ca And Van Nuys, CaWorked with children and adults from varying backgrounds and ages in swim lessons and programs.Developed my communication skills as well as team work skills by working with other lifeguards and managers.Enforced public safety rules to the patrons for the pool environment to be safe for everyone.
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Teacher'S AssistantMckey Llc Aug 2011 - Dec 2011Los Angeles, CaCreated different level assignment packets for students taking the Japanese proficiency exam.Worked with high school students as well as adults with varying Japanese levels.Assisted in translating from Japanese to English on special events such as students speeches.
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Teacher'S AssistantCalifornia State University, Northridge Jan 2011 - May 2011Northridge, CaGraded students' assignments, essays, and created each answer sheet for the assignments.Learned different techniques to explain and teach the material to university students.Provided an opportunity to improve Japanese reading, writing, and speaking skills.
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Frequently Asked Questions about Lena Kelly
What is Lena Kelly's role at the current company?
Lena Kelly's current role is Client Services Associate at SteelPeak Wealth.
What is Lena Kelly's email address?
Lena Kelly's email address is le****@****alc.org
What schools did Lena Kelly attend?
Lena Kelly attended California State University-Northridge.
What are some of Lena Kelly's interests?
Lena Kelly has interest in Civil Rights And Social Action, Animal Welfare, Children, Education.
What skills is Lena Kelly known for?
Lena Kelly has skills like Microsoft Word, Microsoft Excel, Powerpoint, Microsoft Office, Event Management, Photoshop, Japanese Culture, Media Relations, Social Media, Final Cut Pro, Adobe Photoshop, Microsoft Powerpoint.
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Lena Kelly
Open To Work | Instructional Designer I Esl Instructor I Academic Success CoachWalnut Creek, Ca1yahoo.com1 +192587XXXXX
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Lena Kelly
Seattle, Wa5boxcast.com, goslope.com, gmail.com, smartsheet.com, amino.com -
Lena Kelly
Event Producer + Fundraising Strategistfounder Of Mama MadeLos Angeles Metropolitan Area
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