• Perform tasks, include but not limited to assisting clients with stock quotes, account balances, and account-related details. • Perform Client Due Diligence review in support of the Firm new client onboarding and existing client regular review in accordance with the applicable regulatory program requirements • Actively engage with business, client onboarding teams, Compliance and Operations during the life cycle of the review starting from a request is received to completing a review.… Show more • Perform tasks, include but not limited to assisting clients with stock quotes, account balances, and account-related details. • Perform Client Due Diligence review in support of the Firm new client onboarding and existing client regular review in accordance with the applicable regulatory program requirements • Actively engage with business, client onboarding teams, Compliance and Operations during the life cycle of the review starting from a request is received to completing a review. • Guide and assist venture capital client on their exit strategies.• Assist Financial Advisors for admin back supports. Show less

• Responsible for employee benefits for all salaried exempt, non-exempt and hourly employees. Administer all group and supplemental insurances.• Process and track time-off for all employees (FSA, HSA, STD, and LTD). Acted as liaison with third party administrator/carrier on claim issues requiring additional research and review.• Coordinate marketing options for client’s need and budget. • Prepare and analyze monthly financial reporting in conjunction with invoice… Show more • Responsible for employee benefits for all salaried exempt, non-exempt and hourly employees. Administer all group and supplemental insurances.• Process and track time-off for all employees (FSA, HSA, STD, and LTD). Acted as liaison with third party administrator/carrier on claim issues requiring additional research and review.• Coordinate marketing options for client’s need and budget. • Prepare and analyze monthly financial reporting in conjunction with invoice payment.• Utilize Paychex & Quickbooks to facilitate payroll for clients.• Answer client’s inquiries and questions, and promptly provide feedback/answer. Show less

• Organize and schedule meetings, teleconferences, and coordinates travel arrangement for CEO's calendar.• Provide translation work for documents, contracts, emails, and international calls.• Organize emails, prepare proper forms, and paperwork for meetings and sales contracts. • Obtain proper documents and forms for customs clearance, and taxation for importing internationally.

• Train new sales associates and assist difficult transactions • Collaborate with sales team to provide customer service and decrease theft a high - volume and fast - paced branch .

• Greet customers, screen incoming calls, and direct to proper departments.• Organize data and reports and meeting materials.• Input high volume of clients info to data base.• Maintain office stationary and cafeteria supplies.