Wendy Lyn Email and Phone Number

Provide high-level administrative support to a key financial advisor of a leading investment firm, including client liaison and assistance with all enquiries, resolution of issues, requests for meetings, etc.

Provide high-level administrative support to key Financial Advisor of a leading investment firm providing financial services with more than $1.25 million in annual revenue.Perform a variety of key investor-relations functions, addressing inquiries of current and potential shareholders, communicating with the planner regarding investor initiatives, and maintaining the investor database. Collaborate on the generation and distribution of financial releases, and prepare meeting agendas and process/monitor all meeting action items. Organizing client appreciation events several times per year.HighlightsCultivated a high client satisfaction level by fielding client calls, assisting with all fax/email enquiries, and setting up annual review of accounts.Customer liaison duties resulted in new clients and increase in assets management from $120 Million to $263 Million.Wendy E. Lyn Page 2Maximize client issue resolution at office level, minimizing the need for headquarter-level intervention.Instituted client reminder process to reconfirm date/time/venue of meeting, thereby reducing the number of client no-shows.Established off-site conference room reservation policy to ensure greater client privacy.

Organized and planned, internal and external meetings and conferences for medical staff.Collaborated with medical staff department chairmen re meeting minutes and medical reports.Managed medical staff database.

Organized New Zealand companies’ presence at French trade fairs.Coordinated meetings between New Zealand Foreign Trade Minister and his French peer.Analyzed French market for distribution and sale of New Zealand products.French interpreter for visiting New Zealand businessmen, as required.Prepared itinerary for Trade Commissioner’s visit to countries within his regions of responsibility.Planned social events for the Trade Section of the Embassy.