Vicky Li
Saint Mary's University
Tell me more about Vicky Li?
Vicky Li is a highly experienced professional with 10.2 years of work experience. Based in Canada, she specializes in budget forecasting, financial analysis, cost management, customer service, and communication. Vicky is dedicated to helping organizations and their customers create smart financial strategies that meet their requirements and generate wealth. She is a well-organized individual with a strong focus on details and a high self-behave standard. Vicky is an ambitious worker who is eager to take on new challenges and contribute to the success of an organization. She is client-centred and recognizes the success of an organization.
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About
Budget Forecasting ✔ Financial Analysis ✔ Cost Management ✔ Customer Service Experience ✔ Communication ✔ Interperson skills ✔ Understanding on Culture difference I am dedicated to helping organizations and their customers to create smart financial strategies that meet their requirements and generate wealth. ► As a life long learner, I am passionate about information and reads current business news and stays knowledgeable about international industry trends. ► I have good sensitivity about the finance industry and am astute in making financial recommendations. ► As a well-organized person, I focus on details and have a high self-behave standard. ► I am an ambitious worker who is eager to take on new challenges, showing motivation and initiative in developing my personal and professional growth while making a positive impact in a company. ► One of my visions for the industry is to assist in closing the gender gap and supporting women to get beyond the glass ceiling. ► I am an excellent communicator who is able to work effectively with people across all levels of the organization in addition to people from diverse backgrounds and cultures. ► Being client-centred, I recognize that the success of an organization is based on the satisfaction of its customers and quality of its reputation.
...See MoreWork Experience
Executive Assistant
Executive Assistant
Financial Services
Vicky Li's Professional Milestones
- Executive Assistant (2019-03-01~): Streamlined executive processes and enhanced team efficiency, resulting in increased productivity and productivity.
- Sales Associate (2018-11-01~2019-02-01): Building strong relationships with clients, resulting in increased sales and customer satisfaction.
Education
Accounting
2014-2018Certification
Colleagues
Alfred Poon, CFP, CIM, FMA
Principal | AssetPlus Financial Services | MTD Co-Op
Alfred Poon, CFP, CIM, FMA
principal - assetplus financial services inc | mdrt cot member
Frances Rui Li
financial advisor at assetplus financial services inc
Liwen(Fatima) Wang
Recruiting Manager
Other Named Vicky Li
Frequently asked questions
We found 2 Vicky Li's email addresses
We found 1 Vicky Li's phone numbers
Vicky Li's social media include: Linkedin,
Vicky Li works for AssetPlus Financial Services Inc.
Vicky Li's role in AssetPlus Financial Services Inc. is Executive Assistant
Vicky Li works in the industry of Financial Services
Vicky Li's colleagues are Alfred Poon, CFP, CIM, FMA,Alfred Poon, CFP, CIM, FMA,Frances Rui Li
Vicky Li's latest job experience is Executive Assistant at AssetPlus Financial Services Inc.
Vicky Li's latest education in Saint Mary's University