Summer Tran, Bba Email & Phone Number

• Work directly with a team of Investment Advisors where the focus is on client relationships and building a sustainable wealth management business.• Assist Investment Advisors with processing and confirming client transactions. • Deal directly with all clients, provide quotes and execute trading orders. • Maintain account lists and compile statistical information and reports. • Process and follow-up on client documentation for proper maintenance of accounts. • Assist with servicing existing clients. • Involvement in developing the wealth business using various marketing initiatives.• Perform additional administrative duties as required.

Assist Investment Advisors with a range of administrative support; • Answer phones, client inquiries and email client information; • Coordinate client meetings such as quarterly and annual reviews; • Provide high level, priority management and calendar management for the Advisors; • Prepare or assist in the preparation of client and prospect meetings by printing off relevant materials; • Assist with special projects as required to improve efficiency in the business; • Supporting marketing events as required;

Edmonton, Canada Area

- Receiving visitors at the front desk by greeting, welcoming, directing and announcing them appropriately- Answering screening and forwarding incoming phone calls- Provide basic and accurate information in-person and via phone/email- Receive, sort and distribute daily mail/deliveries- Order supplies and keep inventory of stock- Accounts Payable

Edmonton, Canada Area

- Retail sales: meet sales objectives and company goals by promoting new and related products- Assist Management in-store signage and markdowns - Cashier - Fitting room: Customer Assistance, product processing, and run backs - Open and close cash registers, performing tasks such as counting money, separating charge slips, coupons, and vouchers, balancing cash drawers, and making deposits.

Edmonton, Canada Area

- Ensure satisfaction of customers in terms of product quality, speed of service and hospitality - Assemble accurate orders in a timely fashion - Successfully completed financial transactions via multi payment sources - Worked with multiple systems and various procedure order to ensure correct products outcomes and safety precaution.

Csc

Bachelor Of Business Administration (B.B.A.), Accounting

Activities and Societies: NAIT Accounting Club and Business Connex.