Nikki Phan
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Nikki Phan Email & Phone Number

Global Mobility Services | Investment Advisory | Financial Management | Customer Services
Location: Calgary, Alberta, Canada 6 work roles 3 schools
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Role
Global Mobility Services | Investment Advisory | Financial Management | Customer Services
Location
Calgary, Alberta, Canada

Who is Nikki Phan? Overview

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Nikki Phan is listed as Global Mobility Services | Investment Advisory | Financial Management | Customer Services based in Calgary, Alberta, Canada. AeroLeads shows a matched LinkedIn profile for Nikki Phan.

Nikki Phan previously worked as Senior 2 Consultant | Global Immigration Services | People Advisory Services at Ey and Team Leader | Immigration Caseworker | U.S. Investment and Immigration Programs at Imm Group. Nikki Phan holds Postgraduate Degree, Finance And Financial Management Services from The University Of Winnipeg.

Profile bio

About Nikki Phan

With a seasoned background in global mobility and immigration services, my expertise lies in navigating the complexities of international relocation and business-driven immigration. At EY, my focus was on ensuring seamless transitions for globally mobile employees by fostering strong relationships with clients and state authorities. This role demanded acute attention to detail and advanced analytical skills to manage expectations and deliverables effectively.Previously as a Team Leader for IMM Group's U.S. Investment Programs, my work centered on consulting high-net-worth individuals on investment opportunities that aligned with visa requirements. Our team's efforts in due diligence and regulatory compliance contributed to our clients' success in securing their future in the United States. Together, we empowered investors to expand their business horizons and facilitated their immigration journeys with strategic financial insights.

6 roles

Nikki Phan work experience

A career timeline built from the work history available for this profile.

Senior 2 Consultant | Global Immigration Services | People Advisory Services

Ey

Ho Chi Minh City, Vietnam

• Focused on Immigration matters of foreign employees for companies with globally mobile employees. • Liaised with the clients and the competent authorities • Managed multiple admin tasks and other related activities• Managed client expectations, deadlines and deliverables. • Developed effective relationships with clients and relevant state authorities.

Apr 2021 - Oct 2021

Team Leader | Immigration Caseworker | U.S. Investment And Immigration Programs

Ho Chi Minh City, Vietnam

• Consulted investors on the U.S. immigration process and investment opportunities that qualify for EB-5 visa, L-1A and E-2 visas.• Conducted detailed case assessments and maintained client files with up-to-date information.• Evaluated client information to propose fund-proving strategies to demonstrate the legal investment path to the USCIS.• Provided guidance to clients on the Immigration process to comply with U.S. regulations and immigration pathways (USCIS, NVC, U.S. Embassy/ Consulate, CBP, etc.).• Communicated with Vietnamese lawyers and U.S. immigration attorneys at law to consult clients preparing investment documents.• Assisted clients with drafting and filing applications and petitions with U.S. attorney at law and government agencies.• Assisted clients in working with business partners to evaluate potential franchise chains in the U.S. and analyze due diligence reports to make business collaboration or expand from Vietnam to the U.S.

Oct 2017 - Mar 2021

Consultant | Immigration Services

Santa Fe Vietnam, 8 Fl., Thien Son Bldg, 5 Nguyen Gia Thieu, W.6, Dist. 3, Hcmc

• Consulted and assisted clients in obtaining the correct visa and work permits for foreign employees and dependents throughout Global Mobility Services.• Reviewed cases and contacted assignee / HR to gather all relevant documents & information• Reviewed documents received for completeness and prepare application paperwork• Prepared final application and submit it to Immigration Authorities• Obtained outcome/results of Visa application at the Authorities• Kept tracking expiry date of Visa and sent renewal reminder at least 3 months before expiration.• Coordinated with Accounting department for the service invoicing and payment tracking.

Mar 2015 - Sep 2017

Senior Cashier | Cage

Ho Tram, Xuyen Moc, Ba Ria - Vung Tau

• Exceeded guest expectations by providing outstanding customer service• Helped create an engaged work environment by choosing positivity and fun, recognizing excellent peer performance, and by caring about and supporting our colleagues every day• Handled cash transactions including but not limited to foreign currency exchange, traveler’s cheques, short pays, over payments, cash counts, coins and bills• Monitored and reported all discrepancies and suspicious cash activities• Redemption value chips and gaming tickets for cash• Verified and proceeded machine fills, machine jackpots, cancelled credits, as well as table fills and credits• Issued opening floats to Slot Attendants, F&B Cashiers, Hotel Front Desk; reconciles closing floats• Transferred and stored floats, keys and record keeping documents• Documented and reconciled transactions; reconciled bank deposits and prepare revenue reports• Communicated effectively with all appropriate operational departments• Built strong working relationships with guests and employees• Complied with licensing laws, health and safety and other statutory regulations• Performed other duties as assigned or directed.

Oct 2012 - Jan 2015

Payroll And Administrative Assistant

6 Fl., Capital Place, 6 Thai Van Lung, Ben Nghe, Dist. 1, Hcmc

• Assisted the office manager with day-to-day administrative tasks, including managing calendars, scheduling meetings, and handling correspondence.• Performed basic accounting tasks such as office expense tracking, invoicing.• Prepared and proceeded payroll for all employees accurately and on time.• Ensured compliance with all payroll regulations and company policies.• Maintained and updated payroll records, including employee data, time and attendance records, and payroll changes.• Address payroll-related inquiries and resolve discrepancies.• Helped organize office events and gatherings.• Prepared weekly and monthly reports, presentations and other documentation as needed.• Collaborated with team members on various projects and initiatives.• Other duties as assigned by management.

Jun 2011 - Aug 2012

Customer Service Representative

Thach Da Sub-Branch 106/6 Le Van Tho, W. 11, Go Vap Dist., Hcmc

• Provided quality customer service to new and existing clients• Completed customer transactions in a courteous, accurate and timely manner• Proceeded counter transactions in a manner that meets customer expectations• Identified sales opportunities and made referrals to the sales team for follow-up and closure so as to meet business goals set by the Branch• Provided administrative support to Personal Banking Representatives and the Operations Officer

Nov 2010 - Jun 2011
3 education records

Nikki Phan education

Postgraduate Degree, Finance And Financial Management Services

The Financial Management course at the University of Winnipeg's Professional, Applied and Continuing Education (PACE) is a foundational.

Bachelor Of Arts - Ba, Finance And Banking

The Bachelor's program in Finance and Banking at the Ho Chi Minh City Open University is designed to provide students with a comprehensive.

FAQ

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What is Nikki Phan's role at their current company?

Nikki Phan is listed as Global Mobility Services | Investment Advisory | Financial Management | Customer Services.

Where is Nikki Phan based?

Nikki Phan is based in Calgary, Alberta, Canada.

What companies has Nikki Phan worked for?

Nikki Phan has worked for Ey, Imm Group, Santa Fe Relocation, The Grand Ho Tram Resort & Casino, and Chuang'S Consortium International Limited.

How can I contact Nikki Phan?

You can use AeroLeads to view verified contact signals for Nikki Phan, including work email, phone, and LinkedIn data when available.

What schools did Nikki Phan attend?

Nikki Phan holds Postgraduate Degree, Finance And Financial Management Services from The University Of Winnipeg.

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