Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
1
1
year of professional experience
Work History
Securities Trading Assistant
Haitong Securities
06.2023 - 08.2023
Completed daily logs for management review.
Monitored and ordered supplies and materials to keep office well stocked.
Prepared PowerPoint presentations for senior-level staff with attention to detail.
Investment Assistant
Jointown Pharmaceutical Group
05.2022 - 08.2022
Assisted in managing client accounts, resulting in improved customer satisfaction and retention rates.
Established key procedures for teams preparing documentation, models, and presentations.
Assisted in preparation of quarterly client reviews, providing updates on portfolio performance and making recommendations for adjustments as needed.