Open to opportunities

Helen Liu

@helenliu

Message

I support executives, investment operations, and complex business workflows with calm, structured execution.

Canada

Message

What I'm looking for

I'm looking for an executive support or operations role where I can manage complex workflows, strengthen stakeholder relationships, and deliver reliable execution in a fast-paced environment.

I've supported principals, founders, directors, and investment teams across Clarity Planning, The Vierge, B.C. King's Auto Lease, Franklin Templeton Investments, and Amerinvest Group. I manage executive priorities, stakeholder communications, reporting, client service, and operational delivery in fast-paced environments.

At Clarity Planning, I manage investment operations, due diligence, client servicing, product and carrier research, departmental oversight, project workflows in Asana, CRM maintenance, and fund performance reporting. Previously at Franklin Templeton Investments, I supported portfolio and asset management activities, prepared research and financial materials, and processed stock trades across HKEX, SGX, LSE, and NYSE while following compliance and asset-allocation mandates.

I'm known for remaining composed under pressure while bringing a structured, people-centered approach to execution. I value sincerity, service, and long-term professional relationships.

Experience

Work history, roles, and key accomplishments

Current

Remote Assistant to Principal

Current

Clarity Planning Inc.

Jul 2024 - Present (2 years 1 month)

Managed full operation in investment business, due diligences and clients servicing. Researched and evaluated product and carrier partnerships, and execution of investment growth initiatives.

Investment Management Due Diligence Client Servicing Project Management Asana CRM Governance Escalation Management

Remote Executive Assistant to Founder

The Vierge

Jul 2022 - Jun 2024 (1 year 11 months)

Provided secretarial support including calendar and logistics management, handled expense reports and AP, contracts and framework guidelines. Coordinated marketing research and product comparisons for target audiences.

Calendar Management Expense Reporting Accounts Payable Contract Management Stakeholder Communication Event Coordination Market Research

Executive Assistant to Director, Senior Lease Administrator

B.C. King's Auto Lease Ltd.

Apr 2017 - Jun 2022 (5 years 2 months)

Provided executive support in lease and finance operations for retail and wholesale markets. Handled vehicle lease quotes, contracts, payouts, and compliance with ICBC coverage and claims.

Lease Administration Finance Accounts Receivable Insurance Compliance Client Servicing Sales Support HR Support Marketing Support Event Coordination

Executive and Portfolio Assistant

Franklin Templeton Investments

Apr 2007 - Mar 2010 (2 years 11 months)

Provided full spectrum of support in portfolio and asset management for multiple institutional and US union entities. Prepared analysis reports, financial write-ups, and portfolio presentations.

Portfolio Management Asset Management Research Analysis Financial Reporting Factset Trade Execution Stakeholder Communication Event Coordination

Secretary to Director and Board of Directors

Amerinvest Group

Oct 2006 - Mar 2007 (5 months)

Prepared materials for private equity investment projects and handled company registrations for BVI and Cayman Island entities. Monitored cross transactions up to USD5 million and handled legal documents.

Financial Analysis Research Legal Documentation Transaction Monitoring Compensation Management

Vision Care C.S.R.

Johnson & Johnson Vision Care

Jan 2006 - Aug 2006 (7 months)

Processed orders, maintained database, handled inquiries, surveys and complaints. Implemented surveys and questionnaires from retails and public for promotional strategic planning and quality assurance.

Order Processing Database Management Customer Service Marketing Support Training Support