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 experience and service with all clients whether they visit branches or contact by phone/email.· Exercise due diligence in following all policies and procedures, and identity/correct areas of operational risk.

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 speakers. • 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 transactions.• Well-rounded interpersonal skills developed through liaising with UBC Accommodations, IT departments, and catering companies for event logistics purpose.• Developed and produced annual reports and communication pieces that connect the centre with key constituencies, including students, faculty, alumni, the media and local community.

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.• Conducted quarterly marketing report and developed strategic plan for the club to ensure its sustainable growth.

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.