TRACY LI
West New York,NJ
Summary
Dynamic and results-oriented financial professional seeking opportunities in banking or investment banking. Proven expertise in financial analysis, customer relationship management, and delivering tailored financial solutions. Skilled in evaluating market trends, recommending strategic investment opportunities, and driving revenue growth. Adept at fostering long-term client trust and managing financial portfolios to meet diverse needs. Motivated to contribute to high-performing teams by leveraging analytical skills, attention to detail, and a strong understanding of financial products and services.
Overview
10
10
years of professional experience
Work History
Administrative Assistant
Dongfang City Holding Group Company Limited
09.2024 - Current
- Used strong interpersonal communication skills to convey information to others.
- Supported company leaders by managing budgets, scheduling appointments and organizing itinerary.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
Business Manager (Internship)
Sino Excellence International Kenya Lmited
02.2024 - 05.2024
- Communicated with customers and vendors positively with particular attention to problem resolution.
- Negotiated price and service with customers and vendors to decrease expenses and increase profit.
- Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
- Anticipated financial impact from operational issues and worked with leadership to develop solutions.
Warehouse Manager(Internship)
Hock Heng Granite Sdn. Bhd.
09.2022 - 12.2022
- Kept documentation and records accurate and up-to-date with latest data to prevent errors in processing or delivery.
- Built motivated warehouse team to consistently accomplish operations goals and exceed performance targets.
- Coordinated with vendors to verify timely delivery of materials and supplies, avoiding delays.
- Maintained established levels of goods based on sales forecasts and demand to fulfill orders on time.
- Led improvement initiatives to advance operational efficiencies and increase revenue.
- Reduced worker accidents by implementing improved safety standards and monitoring procedures.
Restaurant Waitress/Host
Inferno Brick Oven And Bar
07.2018 - 11.2019
- Greeted customers warmly upon arrival and provided friendly and warm presence throughout dining experience.
- Sustained calm and congenial manners during communications with angry guests, directing disgruntled clients to appropriate managers.
- Proved successful working within tight deadlines and a fast-paced environment.
- Strategically timed check-ins with customers to take orders and confirm satisfaction with meals after delivery, taking action to correct any problems.
- Cultivated warm relationships with regular customers.
- Maintained balanced cash drawer with correct money values and accurate documentation.
After-School Homework Helper(Voluneer)
Brooklyn Public Library-rugby Branch
03.2016 - 06.2016
- Tutored diverse groups of students to strengthen subject comprehension, boost confidence and build important learning skills.
- Facilitated small group and one-on-one tutoring sessions focusing on academic subject areas.
- Supported students in development of critical thinking skills and perseverance to persist with challenging tasks.
- Mentored and coached students with focus on developing independence and self-confidence.
After-School Peer Tutoring(Volunteer)
Chinese-American Planning Council, Inc.
09.2014 - 06.2016
- Collaborated with faculty to develop after-school tutoring program for struggling students.
- Monitored student progress and implemented intervention strategies to support student success.
- Supported classroom activities, tutoring, and reviewing work.
- Graded assignments and reported individual progress to teacher.
Education
Bachelor of Science - Economics
Pennsylvania State University
University Park, PA08-2022
Skills
- Relationship building
- Cash handling
- Financial advising
- Issues resolution
- Positive attitude
Languages
English
Native or Bilingual
Chinese (Mandarin)
Native or Bilingual
Chinese (Cantonese)
Professional Working
Software
Excel
Word
Powerpoint
Outlook
Photoshop
AutoCAD
HOBBIES
Fishing, Photography, Travel, Baking,Video Game, Hiking
Timeline
Administrative Assistant
Dongfang City Holding Group Company Limited
09.2024 - Current
Business Manager (Internship)
Sino Excellence International Kenya Lmited
02.2024 - 05.2024
Warehouse Manager(Internship)
Hock Heng Granite Sdn. Bhd.
09.2022 - 12.2022
Restaurant Waitress/Host
Inferno Brick Oven And Bar
07.2018 - 11.2019
After-School Homework Helper(Voluneer)
Brooklyn Public Library-rugby Branch
03.2016 - 06.2016
After-School Peer Tutoring(Volunteer)
Chinese-American Planning Council, Inc.
09.2014 - 06.2016
Bachelor of Science - Economics
Pennsylvania State University
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