Yae Ji Kim Email & Phone Number
Who is Yae Ji Kim? Overview
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Yae Ji Kim is listed as Financial Projection Specialist at Odlum Brown Financial Services Limited October 2024 CFP Candidate lGraduate of BMOS - Finance at Western University at Odlum Brown Limited, a company with 245 employees, based in Canada, Canada, Canada. AeroLeads shows a matched LinkedIn profile for Yae Ji Kim.
Yae Ji Kim previously worked as Financial Projection Specialist at Odlum Brown Limited and Freelance Translator at Upwork. Yae Ji Kim holds Bachelor'S Degree, Finance from Western University.
Email format at Odlum Brown Limited
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About Yae Ji Kim
• Graduate of BMOS specialized in Finance at Western University, and a Graduate of Professional Financial Services at Fanshawe College• Pursuing CFP designation• Stock trading licensed• Inactive license in Life and Accident & Sickness Insurance• Interested in Financial Planning, Financial Analysis and Capital Markets
Yae Ji Kim's current company
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Yae Ji Kim work experience
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Freelance Translator
- As a freelancer at Upwork.com, completed various projects translating English into Korean and vice versa to help companies target a new market and achieve increase in their overall sales
- Translated legal terms, Middleware VideoManager String, for a newly launched exercising app
- Translated a voice script of a marketing conference, personal letters, and brochures for a college and a zoo
- Exercised punctuality and multi-tasking, developing a good relationship with the employer for future projects
- Through translating, learned to manage time, and knowledge in other fields through hands on experiences
Customer Service Specialist
- Assist financial projections for clients and provide tax reporting packages
- Review client information to help make recommendations on certain activities such as RRSP contributions/withdrawals, estimated tax liability on certain transactions, what a client's taxable income may look like, OAS.
Financial Planning Assistant
- Searched for conversion and sales opportunities in the clients’ best interest and prepared quotes and files for meetings
- Took the initiative to improve the functioning of the business including going paperless, filing, and data management
- Assisted the advisor to provide exceptional customer services, by following up with MGA and industry professionals, and managing the workflow in efficient and organized manner
Customer Experience Associate
- Process financial transactions in prompt and accurate manner, with confidentiality
- Searched for opportunities to make recommendations of financial services and products, and disclosed full information
- Built personal connection with customers and achieved LEI by putting their interests and benefit before my own
Customer Service Representative
- April 2018
- Professionally and promptly answered all current and prospective tenant inquiries, feedback and concerns via e-mails, phone calls and in-person
- Assisted with marketing and hosting of events including Open Houses, Resident events, and move-ins and move-outs
- Maintained an organized working area, complete general clerical duties, and punctual with the assigned work
- Landed 3-year lease agreements and contributed to accomplish 98% occupancy rate from 42% and received bonus due to this accomplishment
Colleagues at Odlum Brown Limited
Other employees you can reach at odlumbrown.com. View company contacts for 245 employees →
Emma Celio
Colleague at Odlum Brown Limited
Burnaby, British Columbia, Canada, Canada
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AN
Andrea Neame
Colleague at Odlum Brown Limited
Vancouver, British Columbia, Canada, Canada
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LM
Laura Mcalear
Colleague at Odlum Brown Limited
Vancouver, British Columbia, Canada, Canada
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LH
Laura Hargrave
Colleague at Odlum Brown Limited
Vancouver, British Columbia, Canada, Canada
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PL
Paola Lefno
Colleague at Odlum Brown Limited
Vancouver, British Columbia, Canada, Canada
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PS
Patricia Short
Colleague at Odlum Brown Limited
North Vancouver, British Columbia, Canada, Canada
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BA
Ben Anderson
Colleague at Odlum Brown Limited
Greater Vancouver Metropolitan Area, Canada
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VL
Valerie Lalonde
Colleague at Odlum Brown Limited
Kelowna, British Columbia, Canada, Canada
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RE
Ron Edwards
Colleague at Odlum Brown Limited
Victoria, British Columbia, Canada, Canada
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RW
Robert Wolfe
Colleague at Odlum Brown Limited
Comox, British Columbia, Canada, Canada
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Yae Ji Kim education
Bachelor'S Degree, Finance
Professional Financial Services, Finance
Frequently asked questions about Yae Ji Kim
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What company does Yae Ji Kim work for?
Yae Ji Kim works for Odlum Brown Limited.
What is Yae Ji Kim's role at Odlum Brown Limited?
Yae Ji Kim is listed as Financial Projection Specialist at Odlum Brown Financial Services Limited October 2024 CFP Candidate lGraduate of BMOS - Finance at Western University at Odlum Brown Limited.
Where is Yae Ji Kim based?
Yae Ji Kim is based in Canada, Canada, Canada while working with Odlum Brown Limited.
What companies has Yae Ji Kim worked for?
Yae Ji Kim has worked for Odlum Brown Limited, Upwork, Raymond James Ltd., Corry Staff Financial Group, and Td.
Who are Yae Ji Kim's colleagues at Odlum Brown Limited?
Yae Ji Kim's colleagues at Odlum Brown Limited include Emma Celio, Andrea Neame, Laura Mcalear, Laura Hargrave, and Paola Lefno.
How can I contact Yae Ji Kim?
You can use AeroLeads to view verified contact signals for Yae Ji Kim at Odlum Brown Limited, including work email, phone, and LinkedIn data when available.
What schools did Yae Ji Kim attend?
Yae Ji Kim holds Bachelor'S Degree, Finance from Western University.
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