Tracy Cui

• Managed front desk operations, greeting clients and ensuring a welcoming environment.
• Scheduled appointments using electronic health record systems for efficient client management.
• Assisted in maintaining patient records, ensuring accuracy and confidentiality of information.
• Handled incoming calls, directing inquiries to appropriate staff members promptly.
• Coordinated office supplies and inventory management to support daily operations effectively.
• Provided administrative support by processing paperwork and managing billing inquiries efficiently.
• Maintained cleanliness and organization of reception area to enhance client experience.

Led a team and full-cycle investment accounting, while successfully implementing the IFRS 9 system and launching a new investment platform to enhance data integrity and decision-making.

Expertly managed investment settlement and valuation, while achieving major cost reductions by cutting brokerage commissions by 50% and negotiating improved bank rates.