Summary
Overview
Work History
Education
Skills
Languages
Timeline
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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, ON
09.2028

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

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Alex Li