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, MB05-2021
Ontario Secondary School Diploma
Rick Hansen Secondary School
Mississauga, ON06-2019
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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