Summary
Overview
Work History
Education
Skills
Languages
Timeline
Certification
Work Availability
Hi, I’m

Vivian Luo

Toronto,Canada
Vivian Luo

Summary

Diligent Investment Assistant with solid background in investment administration and track record of optimizing portfolio management processes. Successfully supported high-value investment portfolios and contributed to strategic decision-making. Demonstrated analytical skills and attention to detail while fostering strong client relationships.

Overview

16
years of professional experience

Work History

Self-employeed

Property Manager
06.2024 - Current

Job overview

  • Monitor and track tenants payments and expenses, providing timely and accurate financial reports and ensure the city taxes are paid on time.
  • Manage budget effectively, ensuring all property expenses were kept within allocated funds.
  • Increased occupancy periods up to 93% by implementing strategic marketing initiatives globally.
  • Enhance tenant satisfaction by promptly addressing concerns and resolving issues within 1 hour.


Mago Education China

Manager
06.2019 - 06.2024

Job overview

  • Managed the day-to-day recruit activities, built the school from ground to 200+ students.
  • Managed the school budget, ensuring optimal allocation of resources, reduced cost by 30%, strengthing financial stability for the school.
  • Kept track of the tuition payments, prepared the payment sheets and resolved payments discrepancies.
  • Improved school operations by streamlining administrative processes and implementing efficient systems.
  • Developed strong relationships with parents and the community through effective communication and involvement in local events via various marketing channels.

Stayed at Home Parent

Career Sabbatical
09.2015 - 06.2019

Job overview

  • Demonstrated strong organizational and time management skills while managing household projects.
  • Developed and maintained courteous and effective relationships with schools, healthcare providers and community.
  • Organized social events at the community centers for children and parents 2 times a month.
  • Taught ESL(English as Second Language) online courses for children and adults.


Centurion Asset Management Inc.

Investment Assistant
06.2013 - 07.2015

Job overview

  • Managed and maintained over 500 investor accounts, ensuring accuracy, confidentiality and completeness of account information.
  • Processed investor transactions, including subscriptions, distributions, redemptions, post fees and transfers, monitor and reconciled investor accounts and resolved any discrepancies or issues related to investor accounts.
  • Prepared and distributed investor statements, year-end reports and other communications.
  • Served as the primary point of contact of investors, addressing inquires and providing solutions within 24 hours.
  • Identified opportunities for account growth and worked with internal team to expand account service while minimizing risk exposure.
  • Collaborated with internal teams to ensure seamless execution of investor related activities, assisted in preparation of investor meetings and presentation.
  • Proactively resolved potential issues that could impact client relationships or business operations by identifying challenges early on and working collaboratively to find solutions.

First National Financial LP

Commercial Mortgage Servicing Specialist
03.2010 - 05.2013

Job overview

  • Managed over 400 commercial mortgage accounts proactively via CRM to ensure all required conditions for commercial mortgages were fulfilled to the satisfaction of investors and CMHC.
  • Assisted Underwriters in acquiring and retaining profitable customer relationship by keep the turnover ratio for every request within 24 hours and delivered superb customer services.
  • Post monthly principle& interest payment, set up fee collection, reconciled account and investigated outstanding balances.
  • Collected tax bills, processed tax disbursements, post tax payments and supervised each tax escrow accounts to ensure timely payment.
  • Obtained and audited the Annual Financial Reports for each mortgage to ensure the loan criteria was valid with no material adverse changes.
  • Reviewed Final Reports for accuracy and completeness and follow up with solicitor for any legal reviews.

Manulife

Mutual Fund Administrator -Contract
01.2010 - 03.2010

Job overview

  • Processed and reviewed mutual fund transactions according to company policies and deadlines.
  • Maintained accuracy of the database while handling high volumes within tight deadlines.
  • Prepared and updated reports for each account, internal and external parties.
  • Collaborated with departments such as Client Services, Accounting, and IS.

International Financial Data Services

Account Coordinator -Contract
12.2008 - 08.2009

Job overview

  • Responded to inquiries from advisors and dealers, providing account and fund information.
  • Resolved trade request issues and ensured the accuracy of mutual funds trades.
  • Set up new accounts, maintained existing accounts, and transferred funds between accounts.
  • Reviewed client application forms for required authorizations, documentation, and signatures.

Education

Project Management Program

Certificate
06-2025

Western University

Bachelor of Business Management from Finance and Administration Studies
01.2006

University Overview

  • Received Entrance Scholarship for excellent academic standing.
  • Completed and Obtained CSC certificate

Skills

  • Excellent organizational and time management skills
  • Cross -Functional Team Leadership
  • Client Service Management
  • Microsoft Office[Advanced]
  • Photoshop [Intermediate]
  • Account management
  • CRM software
  • Commercial Mortgage Experience
  • Payment processing

Languages

English
Native or Bilingual
Chinese (Mandarin)
Native or Bilingual

Timeline

Property Manager

Self-employeed
06.2024 - Current

Manager

Mago Education China
06.2019 - 06.2024

Career Sabbatical

Stayed at Home Parent
09.2015 - 06.2019

Investment Assistant

Centurion Asset Management Inc.
06.2013 - 07.2015

Commercial Mortgage Servicing Specialist

First National Financial LP
03.2010 - 05.2013

Mutual Fund Administrator -Contract

Manulife
01.2010 - 03.2010

Account Coordinator -Contract

International Financial Data Services
12.2008 - 08.2009

Project Management Program

Certificate

Western University

Bachelor of Business Management from Finance and Administration Studies

Certification

  • Canadian Securities Course(CSC)
  • Project Management
Availability
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Vivian Luo