Summary
Overview
Work History
Education
Skills
References
Timeline
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Trizzia Tan

Los Angeles,California

Summary

Exceptional Operations Specialist with 10 years in financial environments. Sound foundation of financial management and back-office operational support. Meticulous auditor with eye for data anomalies and unusual account activities.

Overview

14
14
years of professional experience

Work History

Investment Ops Support Specialist

Kinecta Credit Union
09.2021 - Current
  • Enhanced departmental communication by creating a centralized database for storing all relevant financial information, ensuring easy access for team members.
  • Provided training to junior staff members on best practices in investment operations management.
  • Maintained up-to-date knowledge of industry regulations and compliance requirements, ensuring adherence in all aspects of daily operations.
  • Evaluated the effectiveness of existing operational procedures and recommended enhancements that led to improved workflows and increased efficiency.
  • Participated in cross-departmental projects, leveraging investment operations expertise to achieve desired outcomes for the organization.
  • Developed strong relationships with key stakeholders such as brokers and credit union staff for seamless investment operations.

Financial Services Administrator

Premier America Credit Union
03.2017 - 09.2021
  • Maintained up-to-date knowledge of relevant industry regulations, ensuring continued compliance across all financial operations within the organization.
  • Coordinated with external auditors during annual review process.
  • Supported management in strategic decision-making through detailed investment analysis and recommendations.
  • Facilitated open lines of communication between clients and internal team members to ensure all concerns were addressed promptly and effectively.
  • Streamlined investment processes for increased efficiency and effectiveness in day to day operations.
  • Worked closely with colleagues across various departments to ensure seamless coordination throughout the entire investment lifecycle from inception to execution.

Insurance Services Administrator

Premier America Credit Union
08.2014 - 03.2017
  • Liaised between various departments to ensure seamless communication and efficient workflow in handling client matters.
  • Developed strong relationships with clients through proactive communication and outstanding service delivery, fostering client loyalty.
  • Maintained detailed records of all interactions with clients, ensuring compliance with regulatory requirements while also enabling effective follow-up actions when necessary.
  • Provided exceptional customer service to both internal and external stakeholders through prompt response times and thorough issue resolution efforts.
  • Enhanced customer satisfaction by efficiently resolving insurance claims and addressing customer inquiries.


Administrative Assistant

Westcon Engineering
02.2012 - 08.2014
  • Enhanced office efficiency by streamlining administrative processes and implementing organizational systems.
  • Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
  • Ensured accurate record-keeping with diligent data entry and database management for vital company information.
  • Assisted in onboarding new employees, providing training materials, and coordinating orientation schedules to ensure a smooth integration into the team.
  • Managed expense reports for executive staff members, ensuring accurate documentation of spending for budgeting purposes.
  • Collaborated on special projects as assigned by leadership.
  • Coordinated office supply inventory management.

Accounting Assistant

DataDirect Networks
01.2010 - 02.2012
  • Streamlined accounting processes by implementing efficient organizational systems and procedures.
  • Enhanced financial reporting accuracy by diligently reconciling accounts and identifying discrepancies.
  • Assisted in the preparation of monthly financial statements for timely and accurate reporting to management.
  • Managed high-volume invoice processing tasks while consistently meeting tight deadlines for vendor payments.
  • Maintained clean and organized files by keeping accounts payable records up-to-date.

Education

Business Administration -

Western Governors University

Skills

  • Process Implementation
  • Problem-solving skills
  • Verbal and written communication
  • Customer Service-Oriented

References

Gladly Upon Request

Timeline

Investment Ops Support Specialist

Kinecta Credit Union
09.2021 - Current

Financial Services Administrator

Premier America Credit Union
03.2017 - 09.2021

Insurance Services Administrator

Premier America Credit Union
08.2014 - 03.2017

Administrative Assistant

Westcon Engineering
02.2012 - 08.2014

Accounting Assistant

DataDirect Networks
01.2010 - 02.2012

Business Administration -

Western Governors University

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Trizzia Tan