Vania Shih Email & Phone Number

Madison, Wi, Us

Fitchburg, Wi

• Financial planning: data gathering, mapping, review, writing deliverables• Tax estimates, RMD calculations, insurance reprojections• Brokerage trading, money movement, 529 Plan transactions• Create, review, update internal resources for tracking data as well as client-facing reports • Forms preparation, tracking, completion, and follow-up: new accounts, transfers and rollovers, beneficiaries, powers of attorney, estate, practice changes, insurance applications… Show more • Financial planning: data gathering, mapping, review, writing deliverables• Tax estimates, RMD calculations, insurance reprojections• Brokerage trading, money movement, 529 Plan transactions• Create, review, update internal resources for tracking data as well as client-facing reports • Forms preparation, tracking, completion, and follow-up: new accounts, transfers and rollovers, beneficiaries, powers of attorney, estate, practice changes, insurance applications, salary-reduction agreements, distributions, etc• Manage and record all communication for official record on various platforms• Redesign of meeting presentation template with updated references and built-in shortcuts • Event marketing material design• Train client service coordinators; assist with scheduling, client correspondence, meeting preparation• Set up new hardware, customize software settings for all office personnel, deal with malfunctioning tech Show less

Madison, Wisconsin Area

• Developed processes to ensure all calls/messages/emails were returned within 24 hours, scheduling errors were minimized significantly• Rewrote manuals & developed training regimen for future receptionists• Mass product inventory update: in-stock and products-used numbers were then accurate, leading to tighter orders, a third less waste, and increased storage space• Duties also included preparing daily deposit, managing business accounts, placing orders, restocking, signing for… Show more • Developed processes to ensure all calls/messages/emails were returned within 24 hours, scheduling errors were minimized significantly• Rewrote manuals & developed training regimen for future receptionists• Mass product inventory update: in-stock and products-used numbers were then accurate, leading to tighter orders, a third less waste, and increased storage space• Duties also included preparing daily deposit, managing business accounts, placing orders, restocking, signing for packages, cleaning waiting area Show less

Madison, Wisconsin Area

• Arrange schedule daily, determine optimal pick-up times• Confirm appointments with patients, relay cancellations to dispatch• Assist blind, deaf, and mobility-impaired patients to and from vehicle

Fitchburg, Wi

• Connect with guests: memorize names, drinks, reference previous conversations• Take orders, prepare beverages, upsell pastries and retail products• Uphold both Starbucks and Target brand standards and practices• Conduct tastings, active sampling, set up new promotions and product displays• Place orders, unpack supplies, organize backroom/backstock/deep-freezer• Self-taught to disassemble and clean airpots, coffee grinder, espresso machine• Became level 300 certified… Show more • Connect with guests: memorize names, drinks, reference previous conversations• Take orders, prepare beverages, upsell pastries and retail products• Uphold both Starbucks and Target brand standards and practices• Conduct tastings, active sampling, set up new promotions and product displays• Place orders, unpack supplies, organize backroom/backstock/deep-freezer• Self-taught to disassemble and clean airpots, coffee grinder, espresso machine• Became level 300 certified, trained new baristas Show less