Summary
Overview
Work History
Education
Skills
Certification
Languages
References
Timeline
Generic

Jacqueline Du

Malden,MA

Summary

Dynamic professional with experience at JP Morgan Chase & Company, excelling in regulatory compliance and financial reporting. Proven ability to foster client relationships and provide compassionate patient care as a Personal Care Assistant. Adept at problem-solving and team collaboration, ensuring accuracy and integrity in all financial processes while enhancing client well-being.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Personal Care Assistant

Hoa Dien Truong
Chestnut Hill, Massachusetts
01.2016 - 10.2021
  • Assisted clients with daily living activities and personal hygiene routines.
  • Provided companionship and emotional support to enhance client well-being.
  • Administered medications as prescribed, ensuring proper dosage and timing.
  • Maintained a clean and safe environment for clients, promoting health standards.
  • Coordinated transportation for medical appointments and social outings.
  • Documented client progress and care activities in daily logs accurately.
  • Maintained daily living standards by assisting clients with personal hygiene needs.
  • Provided emotional support to clients by listening attentively and engaging them in meaningful conversations.
  • Ensured safety of patients by monitoring environment and responding promptly to any emergency situations that may arise.
  • Provided companionship to elderly and disabled clients in their homes or other residential facilities.
  • Prepared meals according to dietary requirements and assisted in feeding when needed.
  • Participated in recreational activities with clients such as reading books, playing cards or board games.
  • Utilized adaptive equipment such as wheelchairs, walkers or canes as needed.
  • Encouraged independence by helping clients develop self-care skills such as meal preparation or personal hygiene tasks.
  • Accompanied clients to medical appointments and provided transportation services when necessary.
  • Assisted with meal planning to meet nutritional plans.
  • Laundered clothing and bedding to prevent infection.
  • Transported patients to medical, dental, and personal care appointments.
  • Coordinated doctor appointments, exercise, recreation, and family visits to maintain schedule.
  • Drove clients to shop for groceries, attend doctor appointments and run errands.
  • Assisted clients with maintaining good personal hygiene.
  • Built strong and trusting rapport with clients and loved ones.
  • Planned and prepared healthy meals and snacks for clients and provided assistance with eating when necessary.
  • Maintained detailed records of services performed on clients.
  • Drove clients to doctors' appointments and social outings.
  • Helped clients adjust to new lifestyles during periods of incapacitation or recuperation.

Financial Reporting Accountant

JP Morgan Chase & Company
Boston, Massachusetts
01.2005 - 12.2006
  • Prepared financial statements in compliance with regulatory requirements and company policies.
  • Analyzed financial data to ensure accuracy and integrity of reporting processes.
  • Collaborated with cross-functional teams to streamline financial reporting procedures.
  • Maintained documentation for internal controls and audit compliance standards.
  • Trained junior staff on financial reporting practices and software tools used in accounting.
  • Reviewed financial statements and reports to ensure accuracy in reporting of data.
  • Created quarterly and annual reports for senior management review.
  • Maintained records of all financial transactions in accordance with generally accepted accounting principles.
  • Participated in special projects related to system upgrades and enhancements or process improvements.
  • Maintained accurate accounts for cash, fixed assets and other transactions.
  • Minimized internal accounting department backlogs by updating accounts and generating reports.

Education

Bachelor of Arts - Accounting And Finance

Nichols College
Dudley, MA
05-2000

High School Diploma -

Hyde Park High School
Hyde Park, MA
05-1996

Skills

  • Regulatory compliance
  • Emotional support
  • Communication skills
  • Problem solving
  • Team collaboration
  • Compassionate patient care
  • Case management
  • Client relationship management
  • Multitasking and organization
  • Financial statement preparation
  • Financial data analysis
  • Internal control documentation
  • Audit compliance
  • Budget management

Certification

  • Health & Life Insurance Licenses while working at New York Life Insurance Company in year 2001.
  • Mutual Fund Series 6 & 63.

Languages

English
Professional
Vietnamese
Full Professional
Chinese (Cantonese)
Limited

References

References available upon request.

Timeline

Personal Care Assistant

Hoa Dien Truong
01.2016 - 10.2021

Financial Reporting Accountant

JP Morgan Chase & Company
01.2005 - 12.2006

Bachelor of Arts - Accounting And Finance

Nichols College

High School Diploma -

Hyde Park High School

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Jacqueline Du