Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
Generic

ASHLY JOSE

Markham,On

Summary

Motivated Investment Associates with experience assisting clients on investment strategies, retirement planning, and financial planning. Strong background in understanding financial markets, financial products, and risk management. a proven track record of helping clients meet financial goals through sound advice and effective portfolio management.

I am acommerce graduate with a cost accounting intermediate certification and a postgraduate degree in business management. Completed Mutual Funds Accreditation/License, Investment Funds in Canada (IFC) from CSI with 79%. Pursuing PFP.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Administrative Associate

RBC DOMINION SECURITIES Inc
09.2022 - Current
  • Prepare account opening documentation
  • Follow up on documentation with clients or back office as required
  • Follow up on client trades to ensure proper settlement and delivery
  • Maintain all pending plan transfers to ensure proper settlement and delivery
  • Maintain current knowledge of client accounts by reviewing daily activity online and on an applicable report
  • Schedule portfolio reviews
  • Assisted clients in achieving their long-term financial goals through personalized investment strategies.
  • Assist in filing and preparing mailing such as seminars, newsletters and information packages
  • Conduct various administrative functions as required, including the review of incoming mail, answering telephone calls, and interacting with customers.
  • Provided exceptional customer service to both internal and external clients, fostering strong professional relationships.
  • Ensured regulatory compliance by maintaining detailed documentation of investment decisions and transactions.

ADMINISTRATION PLANNER

Check Point Systems Canada.
12.2021 - 04.2022
  • Ensures customers are driving a high level of customer satisfaction everyday
  • Fosters a solid team environment with great work ethic
  • Manages employee schedule requests
  • Daily process and procedure review with Customer Resource Planners to ensure ALL data is accurately entered into Service Fusion
  • Assists team members in creating, scheduling, dispatching, and tracking service-related activities
  • Reviews team's open service-related activities on a daily basis to maintain timely delivery and activity completion and billing
  • Monitors costs for all service and installation activities; shipments, return trips, incorrect.

INVOICING ADMINISTRATOR/ADMINISTRATIVE ASSISTANT

ITN Food Corporation
07.2021 - 11.2021
  • Assist with billing by preparing and sending invoices; maintain client databases; Provide phone and email support to customer inquiries and provide best customer relationship
  • Processing sales orders of the customers and supporting the warehouse team
  • Uses a personal computer and a variety of office software applications including Spire, Prism, Outlook, Microsoft excel, word processing, email, and file management with high digital literacy.

ADMINISTRATIVE ASSISTANT

Century 21 Kings Quay Real Estate Inc
04.2021 - 06.2021
  • Greeting clients, answering the telephone, and making follow-up calls
  • Preparing correspondence, scheduling meetings, and making travel arrangements
  • Preparing real estate forms and documents
  • Maintaining electronic and paper filing systems
  • Preparing listing materials and posting property listings
  • Managing a client database and preparing reports.

SENIOR ACCOUNTING ASSISTANT/FINANCIAL ANALYST

DXC TECHNOLOGY
08.2019 - 07.2020
  • Responsible for preparing Balance Sheet Reconciliations & Balances Sheet Review on monthly basis
  • Preparation of Balance sheet review on QoM, MoM and YoM Basis and submitted to country controllership
  • Reconciliation at Project or work break down structure level
  • Proactively measuring to clear Balances sheet Escalatables by coordinating with project Financial Analysts.

Education

Post Graduate Diploma - Business MANAGEMENT

Canadore College
SCARBROUGH, ON
01.2021

Bachelor of Arts - Accounting And Finance

INSTITUTE OF COST ACCOUNTANTS OF INDIA (ICMAI)
INDIA
01.2019

Bachelor of Arts - Accounting And Finance

MAHATMA GANDHI UNIVERSITY
INDIA
03.2018

Skills

  • Organization
  • Calendar Management
  • Flexible and Adaptable
  • Interpersonal Communication
  • Financial service
  • GAAP Principles
  • Microsoft office
  • Accounts payable
  • Relationship building
  • Customer Service relationship

Languages

English
Full Professional

Certification

Investment funds in canada (IFC) from Canadian Securities Institute (CSI)

Timeline

Administrative Associate

RBC DOMINION SECURITIES Inc
09.2022 - Current

ADMINISTRATION PLANNER

Check Point Systems Canada.
12.2021 - 04.2022

INVOICING ADMINISTRATOR/ADMINISTRATIVE ASSISTANT

ITN Food Corporation
07.2021 - 11.2021

ADMINISTRATIVE ASSISTANT

Century 21 Kings Quay Real Estate Inc
04.2021 - 06.2021

SENIOR ACCOUNTING ASSISTANT/FINANCIAL ANALYST

DXC TECHNOLOGY
08.2019 - 07.2020

Post Graduate Diploma - Business MANAGEMENT

Canadore College

Bachelor of Arts - Accounting And Finance

INSTITUTE OF COST ACCOUNTANTS OF INDIA (ICMAI)

Bachelor of Arts - Accounting And Finance

MAHATMA GANDHI UNIVERSITY

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ASHLY JOSE