Benjamin Obo-Nai
Calgary,Canada
Summary
Skilled multitasker with superior work ethic and good teamwork, problem-solving and organizational skills who is organized and dependable at managing multiple priorities with a positive attitude. Willing to take on any task to help team meet its goals. Reliable and dedicated team player with hardworking and resourceful approach.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Taxpayer Relief Officer
Canada Revenue Agency, Government of Canada
07.2022 - Current
- Reviews taxpayer relief requests and makes recommendations to the delegated authority
- Communicates with taxpayers and/or their representatives regarding the request for relief and responds to internal and external requests for information
- Researches, analyzes, interprets, and applies legislative and regulatory provisions, policies, guidelines, and jurisprudence regarding the processing of taxpayer relief requests
- Prepares detailed reports, letters, and other documents
- Exercises discretion and makes decisions on certain types of taxpayer relief requests.
Personal Banking Associate
TD Canada Trust, Calgary, Canada
02.2022 - 07.2022
- Provided advice on different bank products and financial options
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Educated customers on features and benefits of banking products and services.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Responded to customer inquiries regarding new accounts and account services.
- Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
Shipping Associate
Group Atallah (SSENSE INC), Montreal, Canada
05.2020 - 06.2021
- Packed and labeled boxes with maximum efficiency.
- Conducted counts and audits of inventories to identify and resolve discrepancies in records.
- Picked items from inventory and packed items to fulfill customer orders
- Supported reporting, accounting and recordkeeping staff with accurate updates regarding shipment information.
- Packed, secured, labeled and applied postage to materials to prepare items for shipment.
- Prepared routine reports and filed shipping records as well as checked stock levels and inventory counts
Lead Investment Advisor
10th Capital Investments Limited, Accra, Ghana
09.2016 - 08.2019
- Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.
- Established key procedures for teams preparing documentation, models, and presentations.
- Contacted potential clients to pursue sales and gather funds.
- Collaborated with clients to develop customized investment portfolios.
- Recommended specific investments to help clients meet financial goals.
- Analyzed financial situations and objectives in collaboration with prospective customers and prepared new account applications
- Managed team of 5 analysts focused on the financial market.
- Presented an achievement drive and achieved, retained a 100% satisfaction score by consistently delivering excellent investment service
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
- Successfully boosted funds by 30% through tactical execution of marketing strategies and initiatives
Investment Advisor
Regal Alliance Investments Limited, Accra, Ghana
12.2015 - 08.2016
- Monitored and updated financial plans to comply with client goals.
- Created financial models to analyze and evaluate investment strategies.
- Advised clients on investments, retirement and estate planning.
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
- Prepared comprehensive investment reports to provide quality information and explain performance
Assistant Benefits Officer- Intern
Social Security and National Insurance Trust, Accra, Ghana
- Calculated premiums and established payment method
- Performed administrative tasks, such as maintaining records and handling policy renewals
- Processed all benefit enrollments and qualifying life certificates changes submitted by clients
- Carried out educational and outreach activities on matters involving insurance issues.
Administrative Assistant
Scan Health Systems Limited, Accra, Ghana
06.2011 - 11.2015
- Received and sorted incoming mail and packages to record, dispatch, or distribute to correct recipient.
- Developed and updated spreadsheets and databases to track, analyze, and report on performance and sales data.
- Processed customer orders accurately and within agreed timeframes to meet service standards.
- Created and maintained databases to track and record customer data.
- Liaised with customers and sales team to provide exceptional services in a fast-paced environment
- Managed filing system, entered data and completed other clerical tasks.
Education
Master of Arts - Economics
06.2021
- Thesis Paper: Univariate Vs Multivariate Volatility Models for Portfolio Value Risk
Bachelor of Arts - Economics With Mathematics
05.2012
- Thesis Paper: Cost Benefit Analysis in constructing a sea water desalination plant at Teshie
Skills
Technical & Professional Skills:
- Research Expertise
- Microsoft Office
- Tableau
- Business Planning
- Financial Reporting
- Presentation Competency
Personal Skills:
- Critical thinking
- Problem solving
- Oral and written communication
- Team player
- Time management
Certification
- Chartered Global Investment Analyst Certificate, Level II
- Ghana Stock Exchange Securities Certificate, Ghana Stock Exchange
- Fund Manager License, Securities and Exchange Commission, Ghana,
Languages
French
Elementary
Timeline
Taxpayer Relief Officer - Canada Revenue Agency, Government of Canada
07.2022 - Current
Personal Banking Associate - TD Canada Trust, Calgary, Canada
02.2022 - 07.2022
Shipping Associate - Group Atallah (SSENSE INC), Montreal, Canada
05.2020 - 06.2021
Lead Investment Advisor - 10th Capital Investments Limited, Accra, Ghana
09.2016 - 08.2019
Investment Advisor - Regal Alliance Investments Limited, Accra, Ghana
12.2015 - 08.2016
Administrative Assistant - Scan Health Systems Limited, Accra, Ghana
06.2011 - 11.2015
Assistant Benefits Officer- Intern - Social Security and National Insurance Trust, Accra, Ghana
Concordia University - Master of Arts, Economics
University of Ghana - Bachelor of Arts, Economics With Mathematics