Ming Lee Email & Phone Number

Canada

Toronto, Canada Area

• Generates final benefit options for retiring and terminating members by auditing completeness and compliance of member’s records in accordance to the Ontario Pension Benefits Act and plan provisions
• Produces pension estimates and commuted value estimates for active plan members using sound analytical skills to assist members in planning for retirement
• Processes leave periods for employers and ensure leave periods are in compliance with the Employment Standards Act and plan… Show more
• Processes leave periods for employers and ensure leave periods are in compliance with the Employment Standards Act and plan provisions
• Provides support to employers in regards to administrating OMERS pension plan, ranging from contribution calculations to determining types of contributory earnings Show less

Toronto, Canada Area

• Builds relationship and manages a client book of up to 400 high value clients in Canada through phone and secured email
• Conducts meetings with clients to determine financial needs, and long term and short term goals
• Proactively makes outbound calls to book regular meetings with clients to monitor the progress of clients’ finances
• Produces comprehensive financial plans utilizing extensive knowledge of tax and investment strategies, retirement planning and credit planning
• … Show more
• Assesses clients’ assets, liabilities, cash flow and financial objectives to establish investment strategies Show less

Markham, Ontario

• 2016 Champion Branch
• 2016 Overall Top Quartile Ranking In District
• Achieved over $3 million in sales volume through investments and credit products per quarter
• Analyzed clients’ current financial situation and advise tailored financial products to meet their goals
• Proactively made outbound calls to effectively build clients base
• Demonstrated lobby leadership in the branch with the goal to deliver a legendary customer experience by greeting and engaging them in a… Show more

Markham, Ontario

• 2015 Champion Branch
• 2015 Children Miracle Network Campaign Lead
• Leadership responsibilities by training new CSRs in opening, closing and day-to-day procedures
• Identified opportunities to promote and provide banking advice on TD products tailored to customer’s needs to exceed sales targets
• Processed all banking transactions accurately and efficiently, while ensuring legendary customer experiences are given to customers

Markham, Ontario

• Responsible for training new employees to ensure understanding of responsibilities and procedures
• Managed all front-office administrative duties, including data entry, filing, scheduling meetings, and other ad-hoc duties
• Handled more than 100 clients per week through telephone inquiries in a fast paced environment
• Responsible for scheduling appointments for more than 50 real estate agents

Toronto, Canada Area

• Built and maintained client bases by prospecting and meeting with existing and potential clients on an ongoing basis, resulted in a growth of client base
• Communicated with clients to understand their financial needs and provided tailored financial advice to exceed sales targets
• Ensured compliance with company and regulatory requirements and guidelines

Markham, Ontario

Bachelor Of Arts (B.A.), Sociology

Ontario College Graduate Certificate, Human Resources Management