Seeking to leverage industry expertise and enhance leadership skills by learning from seasoned professionals. Known for a task-oriented approach, ensuring all assigned responsibilities are executed to the highest standards.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Administrative Assistant
Amhavo Financial Consulting
03.2022 - 12.2023
Facilitated the timely preparation and issuance of documents for investment transactions, ensuring client satisfaction
Managed comprehensive client files, ensuring compliance with industry regulations and standards
Prepared and processed life insurance and segregated fund applications with meticulous attention to detail
Implemented a monthly tracking system to monitor all transactions and applications, ensuring accurate record-keeping
Updated investment funds in accordance with industry guidelines
Coordinated appointments with clients and product providers, ensuring efficient scheduling
Administered technical fees within team hierarchy
Executed various administrative duties to optimize operational efficiency.
Administrative Assistant
CCA Immigration
06.2016 - 01.2019
Generated weekly financial reports to track office income and expenses, providing insights for strategic decision-making
Conducted thorough analysis and review of files, producing detailed update sheets for management review
Addressed administrative requests and queries from senior management, ensuring prompt and accurate responses
Organized and scheduled appointments for clients and stakeholders, maintaining a streamlined workflow
Established and managed filing systems tailored to departmental needs, facilitating efficient document retrieval.
Education
Business Management (Diploma) -
HUMBER COLLEGE
Toronto, Ontario
02.2024
Associate Degree in Business Studies -
THE CONVENT OF MERCY ACADEMY 'ALPHA'
Kingston, Jamaica
06.2015
High School Diploma with Honours -
THE CONVENT OF MERCY ACADEMY 'ALPHA'
06.2013
Skills
Proficient in communication and interpersonal relations, anticipating collaborative opportunities
Demonstrated excellence in time management and multitasking capabilities
Strong command of various computer applications and adept at navigating diverse Operating Systems
Meticulous attention to detail, ensuring precision and accuracy in all tasks
Resourceful and creative problem solver, adept at finding innovative solutions
Certification
First Aid and CPR
Crisis Prevention & Intervention
Workplace Hazardous Materials Information System (WHMIS)
References
Melanie Grant, Director, CCA Immigration, 647-889-9076, mgrant@ccaimm.com
Antonetta Adebayo, Business Owner, Amhavo Financial Consulting, 647-403-2059, aadebayo58fjic@wfgmail.ca
Consultant at Andrew Morgan Consulting, Defense Health Agency (DHA) – Defense Healthcare Management System Chief Financial Officer Transformation TeamConsultant at Andrew Morgan Consulting, Defense Health Agency (DHA) – Defense Healthcare Management System Chief Financial Officer Transformation Team
Associate Principal Database Engineer at DB Consulting, Jocata Financial Advisory & TechnologyAssociate Principal Database Engineer at DB Consulting, Jocata Financial Advisory & Technology
IT/Software Consultant at Financial Software and Consulting Services LimitedIT/Software Consultant at Financial Software and Consulting Services Limited