Efile forms for IRS
Retirement consultants
Retirement calculation
Retirement program calculate
Defined Benefit Plan & 401K Plan Administrator
Excellent attention to detail and numerical accuracy
Proficiently manages numbers and performs basic mathematical calculations with
precision.
Solutions oriented mindset with the ability to handle changing and competing
responsibilities in an emerging business, like Leading Retirement Solutions.

Payroll
Quickbook
Bookkeeper
Market research, market analysis, promotion
Fluent in Chinese, able to read, write, and translate
Event plans, procurement plans, and conveying information
Production data report, record management, and archives management
Managed all daily reports, provided weekly roll-up of operations reports to the director
Managed the day-to-day tactical and long-term strategic activities within the business
Recruited, interviewed, trained, supervised, motivated, and evaluated employee
performance
Successfully created, communicated, and implemented new department-wide processes
and procedures

Generated event reports for boss and director to inform them of clients' experience
Managed the day-to-day tactical and long-term strategic activities within the business
Recruited, interviewed, trained, supervised, motivated, and evaluated employee
performance
Successfully created, communicated, and implemented new department-wide processes
and procedures
Supervised all field employees, job site resource allocation, scheduled work hours, and
resolved conflicts

Market research, market analysis, promotion
Event plans, procurement plans, and convey information
Production data report, record management, and archives management
Managed all daily reports, provided weekly roll-up of operations reports to director
Ensured the swift resolution to agents' issues and concerns while complying with
company policies

Communicate with different age people
Fluent in Chinese, able to read, write, and translate
Worked with workmates and prepare for the Prop 55 community forum