Xueting Gao

⬧ Facilitated efficient account opening and registration, expertly resolving problem accounts.

⬧ Managed customer inquiries, fostering positive customer relationship management.

⬧ Actively participated in regular meetings and embraced continuous learning.

⬧ Contributed significantly to writing compliance reports and played a pivotal role in 5+ compliance reporting meetings.

⬧ Analyzed problems and worked with teams to develop solutions.

⬧ Prepared project presentations and reports to assist senior staff.

⬧ Provided project progress updates and proposed solutions to issues.

⬧ Oversaw and meticulously tracked 15+ fund projects, skillfully compiling and summarizing 25+ reports.

⬧ Investigated and expertly reported on newly established fund projects.

⬧ Independently executed comprehensive project due diligence reports, garnering praise from the manager. ⬧ Researched innovative guiding fund policy reform, diligently collecting and organizing national guiding fund policy data.

⬧ Conducted insightful site visits to 20+ invested projects, promptly updating project progress and business operations.

• Relationship building.
• Assisted with special events and programs.
• Represented the organization positively and professionally while providing the community with much-needed services.
• Participate in regular meetings and provide suggestions.
• Integration, encoding, and archiving work for the document source system (ongoing).

• Customer service and Handling Customer Concerns.
• Bubble tea preparation and Maintaining Cleanliness.
• Inventory Management, Cash Handling and Transactions.
• Skilled at working independently and collaboratively in a team environment.
• Worked effectively in fast-paced environments.
• Managed time efficiently in order to complete all tasks within deadlines.