Yvonne S. Cheng Email & Phone Number

Vancouver, Bc, Ca

Burnaby, British Columbia, Canada

I'm passionate about Travel and would love to help you enjoy life more through travel and fulfilling your bucket list! Helping people plan their dream vacations! Never worked with a Vacation Consultant before? You don't know what you're missing out on! Contact me today, I'd love to help you plan your dream vacation!

Burnaby

Assist Wealth Management Team with servicing their clients.

Vancouver Thurlow Branch

• Marketing Management: create proposals and marketing materials, update advisor website, manage monthly newsletters and work on special projects throughout the year• Plan and organize events for clients and business partners, such as financial market guest speakers, Brewery Tour, Olive Oil Tasting and branch events.• Prepare documents for client meetings, update and maintain client database

Vancouver, Canada Area

• Clinical and personal assistant to the co-founder of Phemi (www.phemi.com)• Office Management: dealt with licenses renewals, supplies, organized meetings and patient clinics• Managed Finances: Bookkeeping, banking and accounts payable/receivable• Worked with accountants to submit both personal and corporate taxes• Corresponded with patients, medical professionals, accountants, lawyers, bankers and vendors• Organized and coordinated frequent international travel arrangements• Processed patient medical billing including invoicing, follow-up and collection from non-insured patients • Researched and implemented technologies to improve office and work efficiencies. Introduced Tripit for travel, wireless syncing of contacts/calendars, square and other payment options for non-insured patients.

Burnaby, British Columbia, Canada

• Responsible for various job functions which included technical support, internet research, answering phones, word processing and other administrative duties• Reviewed and revised Health and Safety Manuals• Researched Health and Safety policies.

400 Burrard Street, Vancouver

• Active participant in corporate focus groups and roll out of new forms, software and office procedures• Assisted with hiring new employees: interviewing, assessing, providing orientation and training • Provided ongoing mentorship and guidance to staff members in the office and nationwide in nine other offices• Managed communication with clients, lawyers, accountants and bankers to deal with client transactions, inquiries and booking of appointments• Prepared client presentations, proposals and other marketing materials• Managed office: expenses, supplies, equipment, licenses• Organized and coordinate travel arrangements for out of town meetings• Organized and booked facilities, catering and equipment for client presentations

300 W Georgia St, Vancouver, Bc V6B 6B1

• Responsible for training staff on proper use of National Case Management System (“NCMS” - a pilot Immigration Software Program), encouraged ongoing usage by staff, answered inquiries from users, analyzed problems with the software, updated and maintained the database• Attended conferences with other NCMS coordinators nationwide to discuss problems and suggestions to improve the efficiency and user-friendliness of the pilot software program• Developed and maintained a database to track weekly and monthly Inquiry and Detention Review hearings for the almost 600 illegal Chinese Immigrants that arrived in BC in 1999• Organized release and transport of detainees to and from hearings.

Vancouver, British Columbia, Canada

Broadmoor/Lansdowne/Pacific Centre Branches

• Conducted orientation and training for new employees• Balanced cash cage, reconciled and processed ATM deposits• Served customers and matched them with appropriate products• Opened new accounts, RRSPs and GICs• Assessed loan and credit card applications• Mutual funds sales representative