Lena Kelly Email & Phone Number

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.
• Conducted client onboarding by preparing accounts to ensure timely account establishment on a weekly basis and establishing their accounts on SteelPeak client portal.

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.
• 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.
• 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.

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.
• 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.
• 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.
• 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.

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.

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.

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.

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.

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.

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.

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.

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.

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.