Driven Legal Business Assistant with a proven track record at enhancing customer relationships and streamlining research services for clients at CMS Securities Company. Expert in planning and coordination, coupled with exceptional communication skills, significantly improved client satisfaction. Skilled in organization and adept at decision-making, consistently delivering results beyond expectations.
1. Maintain customer relationships:
Communicate and maintain relationships with 100 clients (20 financial institutions, investment companies, and listed companies) Investor relationship maintenance and analysis capabilities
Domestic and foreign investment legal persons, media relations maintenance, legal person briefing planning
2. Accounting affairs:
Error handling, petty cash management, receipt checking, data verification and application submission
3. Provide research services, account opening, administrative affairs, and assist clients in making appointments to conduct research on listed companies
4. Meeting arrangements:
1-on-1 online conferences with analysts and clients
5. Major achievements:
Restart dormant customer transactions, develop US and Japanese stock re-entrustment customers, and help the company grow: monthly performance of 2.7 billion yen + 25 million US dollars (5.67 million Taiwan dollars + 800 million Taiwan dollars)
Problem-Solving