Clara Tse Email & Phone Number

Edmonton, Alberta, Canada

Act as the point of contact among executives, team members, and other external partnersManage executive’s calendars, set up meetings and help stay on top of prioritiesIndependently prepare emails, communications and reportsReview and summarize information submitted to the executiveFollow-up on deadlines and commitments to or from the executiveCoordinate meetings, conferences and travel arrangementsProvide professional, confidential executive supportManage special… Show more Act as the point of contact among executives, team members, and other external partnersManage executive’s calendars, set up meetings and help stay on top of prioritiesIndependently prepare emails, communications and reportsReview and summarize information submitted to the executiveFollow-up on deadlines and commitments to or from the executiveCoordinate meetings, conferences and travel arrangementsProvide professional, confidential executive supportManage special projects as required Show less

Edmonton, Alberta, Canada

Coordinated marketing activities on behalf of several Investment AdvisorsPerformed sales and service activities which included review of reports, follow-up on client inquiries, account maintenance.Accept and process orders over the phone or in person.Proactively and professionally provides assistance to team members in order to meet client needs and team members’ expectations.Gather and format data into regular and ad-hoc reports, and dashboards.Prepared and vetted client /… Show more Coordinated marketing activities on behalf of several Investment AdvisorsPerformed sales and service activities which included review of reports, follow-up on client inquiries, account maintenance.Accept and process orders over the phone or in person.Proactively and professionally provides assistance to team members in order to meet client needs and team members’ expectations.Gather and format data into regular and ad-hoc reports, and dashboards.Prepared and vetted client / prospect calls lists; tracked progress as required.Maintained and organized client database.Support sales and service objectives by delivering service to the team’s clients (e.g. preparing and maintaining client documentation, administering and maintaining client account files, preparing photocopies, documents, and presentations) to meet or exceed client needs.Organized work and information to ensure accuracy and completeness.Follows through on the risk and compliance processes and policies to ensure safeguard customers’ assets, and maintained their privacyProtected the Bank's assets and complied with all regulatory, legal, and ethical requirements.Completed complex & diverse tasks within given rules/limits.Analyzed issues and determined next steps; escalated as required. Show less

Suite 2500, 10155-102 St Edmonton, Alberta

-Draft all outgoing correspondence-Requisite Trust and Firm cheques to appropriate payees-Posting of billable time and costs through EQuinox powered by Oracle -Open new client files using firm software-Perform additional receptionist duties when needed

Edmonton, Alberta

Administer the annual Students’ Union Awards ProgramOversee day-to-day activities of Awards ProgramSupervise and train Financial Aid Advisors on basic Award Program PoliciesCollaborated with various departments for Awards Night ProgramMaintain marketing material for Awards ProgramPlan and oversee coordination of Awards Night

acted as interviewer for Access Fund Bursary applicantsworked closely with Assistant Manager and Grant Allocation Committee to provide funding for students in financial needadvised students on case-specific questions, appeals and additional funding optionsused FileMaker Pro to do database entry of applicant informationacted as a Commissioner of Oaths for statutory declarations

answered general questions about Canada Student Loan Programs and other provincial student loansknowledgeable in additional on-campus and off-campus funding booked appointments for various funding options using iCal and Google Calendargeneral front desk dutiesinteracted with wide variety of students and parents

Performed front desk receptionist dutiesKnowledgeable about various databases (including Bloomberg and Datastream)

worked as a temporary dental assistantlearned and utilized the basics of dental assisting and proper sterilization techniquesinstructed on the fundamentals to running a dental officealso fulfilled task of general receptionist

Bachelor Of Commerce (Bcom), Human Resources Management; Business, Economics & Law

Activities and Societies: Rocky Mountain Business Seminar 2012 & 2013 Network of Empowered Women 2013 -pursued a BComm, majoring in Human.

High School Diploma, General Studies

-pursued a High School Diploma, with a partial International Baccalaureate Certificate in Japanese

Canadian Securities Course