Chloe Han
Transfer Agent at Endeavor Trust
Based in Burnaby, Canada
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Seniority
Staff
Department
Operations
Location
Burnaby
Industry
Financial Services
Company size
29
Contact information
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c•••••••@endeavortrust.com
Phone
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Background
About Chloe Han
Office Administration and Operation Support: Advanced knowledge of applying office administrative and operational support tools, related software MS Office PowerPoint, Word, Excel Pivot Table, VBA, Keynotes, Adobe Suite, Access, SharePoint, etc. Business Administration and Project Coordination: Comfortable working with cross-functional stakeholders, balancing priorities and managing a constantly evolving project stack, familiar with collecting and organizing project resources; on creating project templates as required (tracking, forms) and managing information to populate the templates Document Management/Organization: Strong background in maintaining documents and files to ensure proper documentation and administration including generation of reports, presentations, and general correspondence documents. Interpersonal and Collaboration Strength: Strong attention to detail to ensure accuracy of each document, strong analytical and problem-solving abilities, well-developed organizational and time management skills, ability to handle fluctuating workload productively and meet tight deadlines. Communication and Client Engagement: Expertise in communication with internal team workers and maintaining external client relationships, including excellent reporting preparation skills and client facing engagement skills.
Decision-makers
Other people at Endeavor Trust
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Heather Williamson
Vice President Operations · Operations
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Mark Trendell-Jensen
Client Services Manager · Customer/Client Service
- DWStaff
Dora Wang
Transfer Agent · Operations
- RMStaff
Robert McIvor
Transfer Agent (Paid Full Time) · Operations
- YLManager
Youhee Lee
Compliance Officer · Finance & Accounting
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