Summary
Overview
Work History
Education
Skills
Timeline
Generic

Man Lau

Philadelphia,PA

Summary

Dedicated operations professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.

Overview

5
5
years of professional experience

Work History

Priority Operations Specialist

Vanguard
11.2023 - Current
  • Execute a high volume of ownership change requests, including divorce, death, trust establishment, and business entity transitions with precision and efficiency.
  • Review and process legal and financial documentation, ensuring adherence to regulatory standards (SEC, FINRA) and Vanguard internal policies.
  • Maintain and update client records in systems of record with high accuracy, mitigating risk through diligent attention to detail.
  • Communicate directly with internal business partners to clarify documentation requirements and guide them through complex account changes.
  • Collaborate with internal departments including Legal, Compliance, and Customer Service to resolve escalations and ensure timely resolution.
  • Contribute to continuous process improvement by identifying inefficiencies and suggesting system or procedural enhancements.
  • Maintain confidentiality and data integrity in handling sensitive client information related to estates, trusts, and account ownership

Guest Service Associate

Wells Fargo
03.2020 - 11.2023


  • Managed entrances and public access areas during events and daily operations.
  • Improved overall security by conducting regular patrols and monitoring surveillance systems.
  • Enforced parking regulations to maintain an organized flow of traffic within the property premises.
  • Developed strong relationships with staff members across various departments to foster trust and collaboration in addressing potential security issues.
  • Conducted routine inspections, identifying potential risks and addressing them proactively.

Education

Network Technician

Chubbs Institute
Plymouth Meeting, PA
10.2002

Skills

  • Production Processes
  • Quality Processes
  • Office Operations
  • Project Requirements
  • Photo Imaging
  • Equipment Operations
  • Online Systems
  • Multitasking and Prioritization
  • Attention to Detail
  • Research and Data Analysis
  • Verbal and Written Communication
  • Reliable and Punctual
  • Records Management

Timeline

Priority Operations Specialist

Vanguard
11.2023 - Current

Guest Service Associate

Wells Fargo
03.2020 - 11.2023

Network Technician

Chubbs Institute

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