Ying Liu Email & Phone Number

Assisting the eight members of the company leadership team (VP’s of Marketing, Strategy & Growth, Partnership, Customer Success, Finance, Product, People, and SVP of ​Sales) with their organizational tasks which include:• Calendar management which involves scheduling meetings across different time zones with customers and business partners• Email management (ensuring inboxes for several members are looked after and priority messages are actioned)• Moderating meetings and summarizing the discussions while creating action items to ensure progress is made• Reconciling the marketing and sales teams monthly expenses and following up on charges to ensure it is within budget• Maintaining records for marketing contracts while ensuring timely review before renewals occur• Coordinating responsibilities across different departments and ensuring tasks are completed• Social media management for some leadership members• Submitting and approving team expenses• Handling various short-term projects across different departments• Salesforce administration (ensuring leads are assigned to correct members)• Travel arrangements including conference registration, flights, transportation and hotels• Organizing large group events for colleagues across North America which includes accommodation arrangements and activities while ensuring it stays within a set budget

Remote

King & Bay (Toronto, Ontario, Canada)

• Organize/coordinate the activities of a team of six under a President's Club advisor• Calendar management for team appointments/events• Manage all incoming calls and ensuring client's needs are met by directing them to the correct team member or handling the matter myself if the team member they requested is busy• Assist other divisions within the bank for mutual client related requests (ex. Private Banking, Commercial Banking and Credit)• Create client reports for portfolio valuations, performance and tax packages using Croesus• Collect duplicate tax slips using FundServ for clients and assisting accountants with additional requests/inquiries• Train new hires/overseeing their tasks to ensure team expectations are met• Prepare hedge fund forms for new/existing client purchases and assisting with private placement subscriptions agreements• Gather information and file for class action lawsuits on behalf of clients• Keep the team informed of changes and news that affect our business• Ensure clients are in line with our compliance requirements (ex. risk/objectives in their accounts, up to date with the Foreign Account Tax Compliance Act, etc)• Opening new personal (non-registered/registered) and non-personal accounts (active corporations, personal holding companies, informal/formal trusts, not-for-profit and charities) for high-net-worth clients• Process client orders for items such as: money market, new issues from syndication, charitable donations of securities in-kind, wires, bank account transfers, internal/external OFI transfers, cornerstone set up, RIF payments, TFSA withdrawals and RSP deregistration's to list a few• Research opportunities for Investment Advisor’s covering areas such as: equities, hedge funds, ETFs, and fixed income. Also gathering research and latest news on individual holdings or sectors for clients• Multi-tasking between different team members requests including follow up's onreminders, to-do's, and other items of priority.

Etobicoke, Ontario, Canada

• Booking appointments for advisors and maintaining their schedules• Identifying opportunities with each customer and referring business over to advisors• Answering customer inquiries over the phone• Organizing activities and events to engage customer interactions• Handling customer concerns and finding a solution to address the issue• Assisting Branch Managers and Compliance Officer with their day to day work• Dealing with high valued and business customers and assisting them with their banking needs• Proficient use of Microsoft Office for various job tasks• Wiring international funds while ensuring customer is not at risk of fraud• Signing off on large cheque deposits for Customer Service Representatives in the event a Manager was occupied• Assisting high-net-worth individual and business clients one on one with their banking needs• Balancing cash throughout the day when assisting with opening and closing of the branch• Ensuring workplace is safe as Health and Safety Administrator (certified in CPR)

Etobicoke, Ontario, Canada

• Assisting customers with their day-to-day transactions• Promoting products and services• Balancing cash midday to help closing of the branch• Responsible for handling foreign cash throughout the day as Secure Desk Operator• Consistently receiving high customer satisfaction ratings from customers based on my handling of transactions in a quick and efficient manner• Handling large cash shipments during opening procedures and making sure everything balances during closing procedures

King & Bay (Toronto, Ontario, Canada)

• Cold calling business owners in different industries to promote a meeting with the advisors• Booked and attended meetings with advisors• Researching companies and their executive team members• Creating lists of potential prospects for cold callers using a database called, Scott's Directory

High School

Banking And Wealth Management

The program was designed to teach us about the financial industry from the CSI textbooks. Some of our courses include: • Canadian.