Shally Huai
Vancouver
Summary
Detail-oriented professional with expertise in compliance, administration, and customer service, seeking an HR Assistant role to streamline operations and enhance team efficiency. Fluent in English, Mandarin, and Cantonese, with proven skills in organization, multitasking, and creating positive workplace environments.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Co-founder
A Toi Gourmet Gifts
06.2018 - 12.2023
- Founded and managed an e-commerce business specializing in French pastry and gourmet gift items
- Oversaw daily operations, including customer relations, inventory management, and order fulfillment
- Developed and executed marketing strategies to increase sales and customer engagement
- Managed client communication, coordinated product deliveries, collaborated with restaurant partners, and maintained the website to drive business growth
Investment Funds Compliance Manager
HSBC Bank
06.2015 - 12.2019
- Designed, implemented, and maintained compliance programs and policies in line with regulatory requirements
- Monitored and reviewed branch mutual fund transactions nationwide to ensure adherence to compliance standards
- Collaborated with operations teams to create procedures minimizing risks in investment funds and credit cards
- Maintained up-to-date knowledge of compliance regulations and industry best practices
Premier Officer – Mortgage Sales Team
HSBC Bank
08.2012 - 05.2015
- Provided administrative and operational support to three sales team members, showcasing excellent time management and prioritization skills
- Assisted clients with mortgage applications, ensuring all documentation was accurate and complete
- Was responsible for final check off before sending in the application
- Delivered exceptional customer service by preparing clients for mortgage meetings and addressing account-related inquiries
- Independently managed schedules and streamlined task coordination for team efficiency
Bank Teller
HSBC Bank
09.2011 - 08.2012
- Delivered superior customer service while processing transactions accurately and efficiently
- Leveraged multilingual abilities (English, Mandarin, Cantonese) to support a diverse clientele
- Developed a solid foundation in banking operations and client relationship management
Education
Bachelor’s Degree -
University of British Columbia
01.2012
Skills
- Time Management
- Customer Service Excellence
- Administrative Proficiency
- Problem-solving
- Regulatory Compliance
- Microsoft Office Suite
- Strategic partnerships
- Business development
Certification
- Investment Funds in Canada - Mutual Funds License, 01/01/13
- Branch Compliance Officer's Course, 01/01/15
Timeline
Co-founder
A Toi Gourmet Gifts
06.2018 - 12.2023
Investment Funds Compliance Manager
HSBC Bank
06.2015 - 12.2019
Premier Officer – Mortgage Sales Team
HSBC Bank
08.2012 - 05.2015
Bank Teller
HSBC Bank
09.2011 - 08.2012
Bachelor’s Degree -
University of British Columbia
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