Overview
Work History
Education
Skills
Timeline
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Beatriz Wang Li

Markham,ON

Overview

5
5
years of professional experience

Work History

Administrative Assistant

3i Financial Investment Services Inc.
Markham, ON
08.2022 - Current
  • Provides secretarial and office management support
  • Performs reception duties, supporting and directing visitors
  • Maintains filing systems and accurate financial records
  • Processes mutual funds transactions for RRSPs TFSAs, RESPs, and other account types
  • Coordinates with fund companies over the phone to follow up regarding clients' transactions
  • Reviews clients' transaction forms from advisors to ensure accuracy of data
  • Manages physical and digital files, monitores spreadsheets and updated reports

Cashier

Saint Germain Bakery
Scarborough , ON
08.2021 - 07.2022
  • Operated cash register, collected payments and provided accurate change
  • Handled customer complaints and concerns promptly, escalating complex issues to direct supervisor for quick resolution
  • Welcomed customers and assisted with any questions about the store's products and services

Marketing Intern

Centigram
Toronto, ON
01.2021 - 04.2021
  • Monitored social media for trends and content creation for different platforms
  • Assisted social media ads to build awareness and brand exposure
  • Assisted in administrative tasks as needed

Whitehorn Public School

Volunteer
Mississauga, ON
01.2019 - 06.2019
  • Helped teachers with material generation, lesson plan development, class preparation and student mentoring
  • Provided students with personalized educational, behavioral and emotional support
  • Performed diverse tasks for teachers, including clerical support, classroom management and document coordination

Education

Business Administration Marketing Diploma -

Red River College of Applied Arts, Science And Technology
Winnipeg, MB
05-2021

Ontario Secondary School Diploma

Rick Hansen Secondary School
Mississauga, ON
06-2019

Skills

  • Software Skills (MS word, PowerPoint and Excel)
  • Positive Attitude and Behaviour
  • Organized and detail-orientated
  • Fluent in Portuguese and English
  • Scanning, filing, faxing, word processing, and data entry
  • Telephone Etiquette
  • Written and Oral Communication

Timeline

Administrative Assistant

3i Financial Investment Services Inc.
08.2022 - Current

Cashier

Saint Germain Bakery
08.2021 - 07.2022

Marketing Intern

Centigram
01.2021 - 04.2021

Whitehorn Public School

Volunteer
01.2019 - 06.2019

Business Administration Marketing Diploma -

Red River College of Applied Arts, Science And Technology

Ontario Secondary School Diploma

Rick Hansen Secondary School

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Beatriz Wang Li