Lena Kelly

Lena Kelly Email and Phone Number

Client Services Associate at SteelPeak Wealth
Lena Kelly's Location
Los Angeles, California, United States, United States
Lena Kelly's Contact Details

Lena Kelly personal email

n/a
About Lena Kelly

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.

Lena Kelly's Current Company Details

Client Services Associate at SteelPeak Wealth
Lena Kelly Work Experience Details
  • Steelpeak Wealth
    Client Services Associate
    Steelpeak Wealth May 2024 - Nov 2024
    Woodland 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.
  • Kinjo Insurance & Financial Services
    Client Relations Manager
    Kinjo Insurance & Financial Services Jan 2022 - Jan 2024
    Brea, 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.
  • The Japan Foundation, Los Angeles
    Associate Program Officer (Japanese Language Program Coordinator)
    The Japan Foundation, Los Angeles Jun 2019 - Dec 2021
    Greater 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.
  • Bernet International Trading, Llc
    Front Office Receptionist
    Bernet International Trading, Llc Nov 2016 - Jun 2019
    Greater Los Angeles Area
    Utilized 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.
  • Kyodo System
    Japanese Substitute Teacher
    Kyodo System Oct 2013 - Jun 2018
    Sun Valley
    Managed 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.
  • Mikuni American Corp (Interplace, Inc)
    Procurement Administrator Assistant
    Mikuni American Corp (Interplace, Inc) Feb 2015 - Oct 2016
    Northridge
    Utilized 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.
  • Daiso Japan
    Store Leader
    Daiso Japan Nov 2013 - Feb 2015
    Northridge, Ca
    Supervised 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.
  • Tokyo Japanese Lifestyle
    Sales Associate
    Tokyo Japanese Lifestyle May 2013 - Nov 2013
    Little Tokyo And Monterey Park, Ca
    Responsible 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.
  • United Television Broadcasting Systems
    Program Production Intern
    United Television Broadcasting Systems Aug 2012 - Dec 2012
    Hollywood, Ca
    Assisted 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.
  • Citywide Aquatics
    Lifeguard
    Citywide Aquatics Jun 2007 - Sep 2012
    Canoga Park, Ca And Van Nuys, Ca
    Worked 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.
  • Mckey Llc
    Teacher'S Assistant
    Mckey Llc Aug 2011 - Dec 2011
    Los Angeles, Ca
    Created 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.
  • California State University, Northridge
    Teacher'S Assistant
    California State University, Northridge Jan 2011 - May 2011
    Northridge, Ca
    Graded 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.

Lena Kelly Skills

Microsoft Word Microsoft Excel Powerpoint Microsoft Office Event Management Photoshop Japanese Culture Media Relations Social Media Final Cut Pro Adobe Photoshop Microsoft Powerpoint Intercultural Communication Communication Public Speaking Japanese Language Proficiency Test Japanese To English Translation Bilingual Translation Foreign Languages Lotus Notes Facebook Microsoft Outlook Tutoring Customer Service English Sap Business One East Asian Studies Microsoft Dynamics Ax

Lena Kelly Education Details

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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