Shawn Sun Email & Phone Number

Richmond, British Columbia, Canada

• Assist a Senior Investment & Retirement Planner with preparations for client meetings, supporting the fulfilment of investment solutions and referrals to appropriate partners.· Maintain a superior level of client.

Richmond, British Columbia, Canada

• Support a top producing Financial Planner, Investment and Retirement Planner in meeting sales objectives and related activities by providing value added administrative service and support.
• Provide responsive client contact management through telephone, email and fax, as well as develop relationships with service partners to ensure transactions are processed.
• Familiar with key referral sources across departments, proactively facilitate collaboration and communication.

Vancouver, British Columbia, Canada

• Consistently provided superior responsive service, execution and delivery of client requests/transactions.
• Logged accurate data entry, managed and maintained the Client Relationship Management System regularly.
• Assisted in overseeing all aspects of buyer & seller transactions from executed purchase agreements to closing, composed sales reports with rigorous attention to details and fulfilling the timely standard.
• Familiar with key referral sources and extensive knowledge of real estate process, proactively facilitates solutions and problem resolutions.
• Took the initiative to keep realtor informed of current events, market news and internal information.
• Effectively completed files with rigorous attention to details, and ensure due diligence requirements have been met prior to submission fulfilling the time standards.

Vancouver, British Columbia, Canada

• Strategize bilingual digital marketing campaigns including Search Engine Optimization, social media and advertising strategies, produce reports on a monthly basis to measure the success of campaigns.
• Critically think about the marketing and sales tools needed for each project to help achieve overall goals and objectives and are executed on time and within budget.
• Gather, research, and prepare communication materials such as market reports, briefs, presentations, speeches and press releases.
• Nurture business relationships with existing clients, discover potential business opportunities for account growth and the provision of additional services.

Vancouver, Canada Area

• Developed in-depth market research and design effective bilingual programmatic marketing plans for North American brands to reach Chinese customer markets.
• Proactively reviewed clients’ advertising projects and business practices, developed monthly and quarterly presentation to senior managers and stakeholders fulfilling the timely and quality standards.
• Efficiently coordinated with digital marketing team and designing team with copyrighted marketing materials production.
• Delivered compelling presentations for digital solutions with current and prospect clients with excellent public speaking skills.
• Nurtured business relationships with existing clients, discover potential business opportunities for account growth and the provision of additional services.

Vancouver, Canada Area

• Communicated effectively with directors, Faculties and contacts at other universities and departments regarding program administration and event coordination in person and via emails.
• Developed over 80 monthly public events and graduate workshops, produced and coordinated event RSVP lists and correspondence, made necessary logistic arrangements and performed English-Chinese translation for guest.
• Planned and organized the annual academic conferences with over 120 participants, provided venue set-up and on-site video recording, as well as supervision for 5 student volunteers.
• Promoted the institution by maintaining a strategic bilingual marketing plan for the program including website, posters, newsletter, social media channels and other university communication venues.
• Assisted with the financial process of events and conferences by preparing journal vouchers and reimbursements, and maintained a tracking logbook of program's expenses and performed reconciliation to ensure accuracy of.
• Well-rounded interpersonal skills developed through liaising with UBC Accommodations, IT departments, and catering companies for event logistics purpose.

Vancouver, Canada Area

• Research assistant at SSHRC project “Reading and Writing the Chinese Dreams”, supervised by Dr. Timothy Cheek.
• Prepared a bibliography of 60 most influential contemporary Chinese intellectuals by searching a variety of open-source and public records, and sorted by their last name and categories.
• Identified pertinent information and developed clear and concise analytical essays into the subject for the supervisor and fellow research associates.
• Communicated effectively with scholars worldwide and assisted with translating Chinese research materials into English.
• Designed and managed the research project website using WordPress and JavaScript to keep all information up to date.

Vancouver, Canada Area

• Research assistant at SSHRC project “Intra-group Dynamics and Social Inclusion: Experience of Mainland Chinese Immigrants to Canada”, supervised by Professor Miu Chung Yan from UBC School of Social Work.
• Recruited and facilitated one-on-one interviews with qualified survey participants from diverse cultural backgrounds about their immigration experiences into Canada.
• Assisted supervisor and graduate students with designing survey questionnaires and analyzing received data with Excel and Strata.
• Transcribed 30 Chinese interview audios to respective written forms and translated to English, fulfilling the high accuracy and high-efficiency requirements.

Vancouver, Canada Area

• Supported staff in the implementation of Jump Start immersion program designed for 1st year international students.
• Assisted over 40 first year international students with their social, cultural and academic transition to Vancouver.
• Fostered an inclusive and positive learning environment and community engagements, provided daily one-on-one and group coaching sessions to students.
• Communicated program information and updated to my Learning Community in an effective and timely manner.
• Responded to students’ concerns and problems, served as their primary emergency contact throughout the program.
• Developed team working and leadership skills through working closely with fellow student leaders across campus.*Promoted from UBC Jump Start Volunteer.

Vancouver, Canada Area

• Initiated a student-led intercultural dialogue platform to foster mutual understanding among more than 600 students within the Chinese community in Vancouver.
• Responsible for cleanliness, accuracy, efficiency and integrity of the membership database and organizational materials with the content management system.
• Coordinated and moderated monthly events on diverse topics including identity exploration, social issues, and global affairs.
• Directed the marketing team to design and distribute bilingual (English and Chinese) event promotional materials to 700 subscribers.
• Prepared proposals and necessary documents to institutions and community sponsors and gain up to $50K funding for the student club.
• Liaised with faculty, student clubs, alumni, the media and local community for communication to enhance and increase the existing and new partnerships.

Vancouver, Canada Area

• Coordinated with the production, publication and marketing of the reality show "HBICtv: Ultra Rich Asian Girls."
• Strategically created and propagated an enthusiastic brand image that resonated with target demographic.
• Improved the digital marketing plan on Sina Weibo which brought an increase of 2800 followers within 3 months.
• Nurtured business relationships with companies and discovered opportunities for account growth and business partnership.
• Actively applied trending memes and top hits properly into the bilingual subtitles production and commercial campaigns to obtain traffic.

Vancouver, Canada Area

• Researched timely issues with local interest and wrote articles reflecting pop cultures and identity in the inter-cultural situation.
• Designed monthly editorial calendar for the marketing team and editors’ team, monitored the process of ongoing activities.
• Maintained social media tools (e.g. Twitter, Facebook and Sina Weibo) with relevant content in both English and Chinese.
• Coordinated closely with team members translating English published articles into Chinese on a timely base.