Ria
Details
English:
Fluent/Native
Bank Transfer, PayPal, Wise, Venmo
Full-time
Not specified
Not specified
Not specified
No
Pacific Standard Time
(UTC-08:00)
Experiences
Admin Specialist
Apr 2025 - Feb 2026
Provided administrative support for Health, Safety and Environmental (HSE) and Business Services teams, performed timely reporting and data entry, supported safety systems, managed procurement activities including purchase requisitions and invoice reconciliation in SAP, maintained site registers and filing, handled LMS induction queries, supported site travel admin and onboarding, organized PPE...
Skills Learned
Wealth Support Associate
Nov 2022 - Feb 2025
Managed client files for advisors, communicated with advisors to confirm trade inputs, identified administrative problems by reviewing customer investments on custodian websites, handled cash and prepared monthly and quarterly reports for clients in a timely manner.
Skills Learned
Customer Support Representative
Oct 2022 - Oct 2024
Managed customer parking reservations, edited inventory for partnered facilities, resolved customer concerns promptly, built rapport to promote annual memberships and reservations, and managed and updated client portfolios.
Skills Learned
Licensed Financial Advisor
Mar 2021 - Oct 2022
Prospected clients from bank and self-generated leads, set appointments, conducted needs analysis to identify client financial needs, provided financial advice on insurance, investment, cash management, and tax strategies, reviewed client accounts regularly, presented proposals, prepared financial documents, maintained client contact, and built client base.
Skills Learned
Customer Service Representative
Jan 2020 - Dec 2020
Managed inbound interactions for service, sales, and technical support, communicated with customers via calls and messaging, identified sales opportunities, handled complaints and provided timely resolutions, researched connectivity and billing issues, booked and installed new services, and assisted customers with postpaid plan renewals and new plans.
Skills Learned
Customer Service Representative
Apr 2019 - Dec 2019
Evaluated member account information and concerns, completed sales and created customer loyalty for eBay sellers, negotiated pricing bids and offers, handled inbound and outbound calls, assisted customers with listing, selling, account registration, PayPal linkage, troubleshooting, policies, promotions, shipping, returns, and other platform features.
Skills Learned
Trainee/On Job Training (Sales Associate)
Apr 2018 - Jun 2018
Provided customer service by directing customers to products, performed stocking, organizing, and cleaning duties as requested by management, collaborated with managers to ensure customer satisfaction, and answered questions about goods.
Skills Learned