Calvin, YiXiang Liu
Toronto,ON
Summary
Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level position. Ready to help team achieve company goals. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Currently looking for an internship opportunity in the banking industry.
Overview
4
4
years of professional experience
Work History
Data Entry Clerk
FCJ Refugee Centre
2023.09 - Current
- Maintained and updated the company's database, ensuring accuracy and completeness of information.
- Conducted regular database clean-ups to correct errors, such as misspelled names, address discrepancies, and inconsistent formats.
- Filled in missing values to enhance data integrity.
- Implemented a systematic approach to classify and process data, prioritizing tasks from oldest to newest entries.
- Filed intake forms in designated locations promptly upon data deposition, streamlining information retrieval processes.
- Maintained detailed and accurate records to facilitate efficient data retrieval.
- Reviewed entered data for completeness and accuracy, ensuring high data quality standards.
- Upheld client confidentiality by adhering to strict privacy protocols
Finance Services Representative
Primerica
2023.06 - Current
- Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Prepare financial plans and check their accuracy
- Respond to prospective customer queries about financial planning
- Assist in the development plans for the company
- Offer subject matter expertise to fellow Financial Advisors
- Maintain awareness of the latest legislative changes that may affect financial planning
Office Administrator
Steer Technologies Inc
2023.03 - 2023.06
- Keep accurate records of driving activities, including mileage
- Communicate effectively with drivers, dispatchers, and other team members
- Collaborated with the driver to plan routes and schedules, optimizing efficiency and ensuring timely pickups and deliveries.
- Recruited new drivers to expand the company's rideshare and food delivery services, conducting interviews and screening candidates to ensure suitability and compliance with company standards.
- Established and maintained positive relationships with existing drivers, fostering a supportive and collaborative work environment.
- Acted as a liaison between drivers and management, addressing any concerns or issues raised by drivers and providing timely resolutions.
- Assisted drivers with administrative tasks, such as managing paperwork and documentation related to rideshare and food delivery services.
Custoemr Service
Knowledge First Financial
2022.06 - 2022.09
- Supporting customers who contact us through our call centre, Monday to Thursday, 9 a.m. to 8 p.m. and Friday 9 a.m. to 6 p.m. (Eastern Time).
- Fielding a wide range of questions over the phone, e-mail and online chat and helping customers submit applications and documents accurately and on time. Our customers will reach out to you for one-to-one support navigating the process of managing their educational savings plans.
- Acting as both a team player and a leader: someone who can back up teammates and fill in for absences as needed and take the lead on important projects.
- Taking ownership of challenges as they arise, identifying and filling gaps in documentation to keep customers on track.
Entrepreneur(Shopify)
Self-owned
2021.06 - 2021.09
- Applying knowledge from college into practice, including
- Determined business plan, mission statement and vision.
- Conducted research, gathered information from multiple sources and presented results.
- Learned new skills and applied to daily tasks to improve efficiency and productivity.
- Collaborated with team members to achieve target results.
Cashier
Thai Express
2020.02 - 2020.06
- Increased customer satisfaction by resolving issues.
- Address customer inquiries and concerns.
- Learn and develop multi-tasking skills as well as time management skills at a fast-paced working environment
Education
Bachelor of Arts - International Finance And Economics
Ryerson University
Toronto, ON09.2024
BBA - General Business
Mohawk College
Hamilton, ON09.2021
High School Diploma -
Oxford College
Toronto, ON09.2018
Skills
- Proficiency in Adobe Reader, Microsoft Excel, Powerpoint, Words
- Trilingual (Mandarin, Cantonese, English)
- Window and Mac OS suite
- knowledge of accounting, finance, and Human resources.
- Programming language-R
- Financial and Economic data analytical skills
Timeline
Data Entry Clerk
FCJ Refugee Centre
2023.09 - Current
Finance Services Representative
Primerica
2023.06 - Current
Office Administrator
Steer Technologies Inc
2023.03 - 2023.06
Custoemr Service
Knowledge First Financial
2022.06 - 2022.09
Entrepreneur(Shopify)
Self-owned
2021.06 - 2021.09
Cashier
Thai Express
2020.02 - 2020.06
Bachelor of Arts - International Finance And Economics
Ryerson University
BBA - General Business
Mohawk College
High School Diploma -
Oxford College
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