Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Anna Joy

Hamilton,ON

Summary

"Dedicated and results-driven Candidate with experience in delivering exceptional client service and fostering long-term relationships. Proficient in providing tailored financial or advisory solutions to meet individual client needs. Adept at analyzing financial data, assessing risk, and recommending appropriate strategies. Skilled communicator with a proven track record of exceeding sales targets and delivering comprehensive guidance in complex financial scenarios. Committed to delivering excellence through a combination of expertise, empathy, and a client-centric approach."

Overview

1
1
year of professional experience
1
1
Certification

Work History

Accounting Administrator

Wilson Blanchard Management, An Associa Company
05.2023 - 10.2023
  • Establish and manage accounting systems for individuals, departments, businesses, and organizations.
  • Review accounting records, prepare financial statements, and generate reports.
  • Develop and uphold cost finding, reporting, and internal control procedures.
  • Analyze financial accounts, prepare income tax returns, and offer financial, business, and tax advice based on financial statements.
  • Potentially serve as a trustee in bankruptcy proceedings.
  • Taking an active approach by attentively listening and engaging in conversations with clients to gain deeper insight into their specific needs and concerns.

Office Assistant

Schlegel Villages
11.2022 - 04.2023
  • Managed phone inquiries, responded to customer queries, and coordinated appointments.
  • Handled incoming and outgoing calls, taking accurate messages for office staff.
  • Welcomed and assisted visitors and customers, addressing their queries and fostering positive relationships.
  • Offered clerical support for routine and special tasks.
  • Processed payments and informed individuals about additional financial responsibilities for prompt payments.

Education

Diploma in Accounting

Seneca College of Applied Arts And Technology
North York, ON
04.2023

Bachelor of Commerce, Finance & Taxation

Madras University
Chennai,India
07.2019

Skills

  • Customer Service: Ability to provide excellent customer service
  • Communication: Strong verbal and written communication skills
  • Interpersonal Skills: Building rapport and establishing trust with clients to create long-lasting relationships
  • Financial Acumen: Solid understanding of financial products to provide sound advice and recommendations to clients
  • Problem-Solving: Aptitude for analyzing complex financial situations and providing creative solutions to meet clients' financial goals
  • Adaptability: Flexibility to adapt to changes in the financial landscape, regulations, and client needs, adjusting strategies accordingly
  • Time Management: Efficiently managing time and prioritizing tasks
  • Technology Proficiency: Comfortable using financial software, customer relationship management (CRM) systems, and other digital tools to streamline processes and enhance client interactions

Certification

Currently pursuing certification in the Investment Funds in Canada (IFIC) and actively preparing for the Canadian Securities Course (CSC) to deepen knowledge in securities, investments, and regulatory practices."

Timeline

Accounting Administrator

Wilson Blanchard Management, An Associa Company
05.2023 - 10.2023

Office Assistant

Schlegel Villages
11.2022 - 04.2023

Diploma in Accounting

Seneca College of Applied Arts And Technology

Bachelor of Commerce, Finance & Taxation

Madras University

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Anna Joy