-Acted as the primary point of contact for clients, responding promptly to inquiries and assisting in onboarding by gathering documentation and facilitating account setup.-Coordinated client investment transactions, ensuring accuracy in trade processing and compliance documentation, while preparing meeting materials for client interactions.-Cultivated strong relationships with clients, demonstrating empathy, professionalism, and confidentiality.

Prepared quarterly and annual operating reports, bank reconciliation statements and budgets to support decision-making purposes, obtaining a 20% reduction in 2020’s annual expenses.

-Supported professors with communications, logistics and advertising during the field school. -Attended negotiation meetings as a student representative between representatives of Shanghai University and Vancouver Island University with the intention of developing an academic partnership between the two institutions.-Guided students throughout their projects; particularly, creating WordPress websites and business plans.-Promoted a positive environment and students' engagement at all… Show more -Supported professors with communications, logistics and advertising during the field school. -Attended negotiation meetings as a student representative between representatives of Shanghai University and Vancouver Island University with the intention of developing an academic partnership between the two institutions.-Guided students throughout their projects; particularly, creating WordPress websites and business plans.-Promoted a positive environment and students' engagement at all times. Show less

-Oversaw all elements of planning, implementation and evaluation of the 5-day business conference, “Mark it Up”, alongside the Chamber of Commerce of Nanaimo, faculty members and business executives.-Developed partnerships related to workshops and sponsorships with distinguished executives of the local community who work for companies such as, Broadband TV, Tourism Vancouver Island, Tilray, VSP Media and more.-Created a website and worked with online ticketing platforms for the… Show more -Oversaw all elements of planning, implementation and evaluation of the 5-day business conference, “Mark it Up”, alongside the Chamber of Commerce of Nanaimo, faculty members and business executives.-Developed partnerships related to workshops and sponsorships with distinguished executives of the local community who work for companies such as, Broadband TV, Tourism Vancouver Island, Tilray, VSP Media and more.-Created a website and worked with online ticketing platforms for the registration of over 1.200 participants.-Organized events about conducting business with other cultures in order to become culturally competent. Show less

Coordinated weekly conversation clubs and workshops in Japanese, Mandarin, Spanish, and French.

-Performed operational duties at multiple workstations in a fast-paced environment under pressure.-Awarded the 2017 Service Star Award for the excellent service provided to clients and team members.