Benjamin Obo-Nai
Calgary
Summary
Detailed-oriented, dependable, and adaptable professional with over 8 years of experience in investment advising, banking services, policy analysis, financial analysis, customer engagement, and team collaboration. Skilled in building trust through effective communication, analyzing data with tools like Excel and Tableau, and delivering solutions to meet diverse needs. Proven ability to manage multiple priorities, enhance team performance, and achieve client satisfaction through critical thinking and problem-solving.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Taxpayer Relief Officer
Canada Revenue Agency
07.2022 - Current
- Analyze taxpayer relief requests and recommend outcomes to delegated authorities using tax legislation
- Research and interpret legislative provisions, policies, and guidelines to process relief requests.
- Prepare detailed reports and correspondence, ensuring compliance with regulatory standards.
- Communicates effectively with taxpayers and represntatives to resolve inquiries.
Personal Banking Associate
TD Canada Trust
02.2022 - 07.2022
- Advised clients on banking products, loans, and financial options, improving customer retention.
- Processed account openings, closures, and loan applications with 100% accuracy by contributing to sales targets and customer satisfaction.
- Supported team efforts to deliver outstanding service at the main counter by managing customer inquiries and transactions.
Resolve Specialist
Resolve Specialist
01.2021 - 06.2021
- Utilized Warehouse Management System (WMS) to resolve customer order reducing complaint resolution time by 20%.
- Collaborated with internal teams to address complex shipment discrepancies to enhance customer experience.
- Provided first-line support for customer queries, ensuring high satisfaction rates.
- Optimized inventory management, minimizing waste and reducing costs.
Shipping Associate
Group Atallah (SSENSE INC)
05.2020 - 12.2020
- Supported team goals by efficiently preparing shipments and maintaining accurate records.
- Conducted inventory audits, identifying discrepancies and contributing to process improvements.
- Provided updates to accounting teams, ensuring alignment with organizational standards.
Lead Investment Advisor
10th Capital Investments Limited
09.2016 - 08.2019
- Developed customized investment portfolios, increasing client funds by 30% through strategic marketing and relationship building initiatives.
- Managed a team of 5 analysts, fostering collaboration and achieving a 100% client satisfaction score.
- Conducted financial market research and presented investment recommendations to clients.
Investment Advisor
Regal Alliance Investments Limited
12.2015 - 08.2016
- Created financial models to evaluate investment strategies, enhancing client portfolio performance.
- Advised clients on retirement and estate planning, aligning plans with financial goals.
- Prepared comprehensive investment reports.
Administrative Assistant
Scan Health Systems Limited
06.2011 - 11.2015
- Maintained databases and tracked performance data, improving reporting accuracy.
- Processed customer orders within strict timelines, supporting sales team objectives.
- Managed filing system, entered data and completed other clerical tasks.
Assistant Benefits Officer- Intern
Social Security and National Insurance Trust
10.2012 - 09.2013
- Processed benefit enrollments and calculated premiums, ensuring timely policy updates.
- Conducted outreach to educate clients on insurance processes.
- Performed administrative tasks, such as maintaining records and handling policy renewals.
Education
Master of Arts - Economics
Concordia University
Montreal, QC06.2021
Bachelor of Arts - Economics With Mathematics
University of Ghana
Ghana05.2012
Skills
- Financial Reporting & Analysis
- Microsoft Office (Excel, Word, PowerPoint)
- Tableau (Data Visualization)
- Investment Portfolio Management
- Research and Trend Analysis
- Critical thinking & Problem Solving
- Customer Relationship Building
- Business Development Support
- Team Collaboration
- Regulatory Compliance Awareness
Certification
- Chartered Global Investment Analyst Certificate, Level II
- Ghana Stock Exchange Securities Certificate, Ghana Stock Exchange
- Fund Manager License, Securities and Exchange Commission, Ghana.
Timeline
Taxpayer Relief Officer
Canada Revenue Agency
07.2022 - Current
Personal Banking Associate
TD Canada Trust
02.2022 - 07.2022
Resolve Specialist
Resolve Specialist
01.2021 - 06.2021
Shipping Associate
Group Atallah (SSENSE INC)
05.2020 - 12.2020
Lead Investment Advisor
10th Capital Investments Limited
09.2016 - 08.2019
Investment Advisor
Regal Alliance Investments Limited
12.2015 - 08.2016
Assistant Benefits Officer- Intern
Social Security and National Insurance Trust
10.2012 - 09.2013
Administrative Assistant
Scan Health Systems Limited
06.2011 - 11.2015
Master of Arts - Economics
Concordia University
Bachelor of Arts - Economics With Mathematics
University of Ghana
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