Alex Li
Thornhill,ON
Summary
Diligent worker with strong communication and task prioritization skills. Driven by a results-focused approach, I leveraged my document control and office management expertise at Starkman Lawyers to enhance productivity. Skilled in Microsoft Excel and investment research, I excel in fast-paced environments, demonstrating exceptional time management and confidentiality.
Overview
1
1
year of professional experience
Work History
Investment Assistant
Guangzhou Qiaoxin Investment Services Co., Ltd.
06.2024 - 08.2024
- Effectively recorded important details during meetings or presentations and reported to the manager while maintaining a professional tone.
- Provided exceptional customer service, addressing client concerns and inquiries effectively and professionally.
- Maintained a strong understanding of industry regulations and compliance requirements, ensuring all activities were conducted within legal guidelines.
- Collaborated with cross-functional teams to implement trading strategies that were aligned with each client's unique objectives and risk tolerance levels.
Legal Assistant
Starkman Lawyers
07.2023 - 09.2023
- Increased client satisfaction by efficiently managing case files and promptly addressing inquiries.
- Enhanced office productivity by implementing efficient document management systems for easy retrieval and storage.
- Maintained strict confidentiality, protecting sensitive client information as required by legal ethics and regulations.
- Facilitated timely resolution of legal matters by preparing and organizing essential documents.
Education
Bachelor of Arts - Accounting And Financial Management
University of Waterloo
Waterloo, ON09.2028
Skills
- Office Management
- Document Control
- Fast Learner
- Confidentiality
- Time Management
- Microsoft Excel proficiency
- Investment Research
Languages
English
Full Professional
Chinese (Mandarin)
Native or Bilingual
Timeline
Investment Assistant
Guangzhou Qiaoxin Investment Services Co., Ltd.
06.2024 - 08.2024
Legal Assistant
Starkman Lawyers
07.2023 - 09.2023
Bachelor of Arts - Accounting And Financial Management
University of Waterloo
Similar Profiles
CHOW HOON YANGCHOW HOON YANG
Licensed Aircraft Maintenance Engineer at ST Aerospace Guangzhou(STAG) Aviation ServicesLicensed Aircraft Maintenance Engineer at ST Aerospace Guangzhou(STAG) Aviation Services
Faraz KhalidFaraz Khalid
Business analyst at Raymond James Investment ServicesBusiness analyst at Raymond James Investment Services
Kimberly EdwardsKimberly Edwards
Select Licensed Relationship Manager at Key Bank & Key Investment ServicesSelect Licensed Relationship Manager at Key Bank & Key Investment Services
DILRUKSHI EUPHRESHIA PARAMANANDAMDILRUKSHI EUPHRESHIA PARAMANANDAM
Administrative Assistant to an Insurance Consultant at Prince Manickam attached to Westland Insurance, ONAdministrative Assistant to an Insurance Consultant at Prince Manickam attached to Westland Insurance, ON
Jan Christian MagleoJan Christian Magleo
Staff Nurse (Full Time) at Ahmadi Specialty Hospital Kuwait Oil CompanyStaff Nurse (Full Time) at Ahmadi Specialty Hospital Kuwait Oil Company