Experienced with managing diverse tasks and supporting team initiatives. Utilizes organizational skills and attention to detail to enhance operational efficiency. Track record of effective collaboration and problem-solving in fast-paced settings.
Overview
11
11
years of professional experience
Work History
Bilingual Estate Associate
IG Wealth Management
12.2024 - Current
Interpreted and analyzed documentation related to the settlement of deceased client estates.
Developed personal financial plans covering cash management, insurance, investments, retirement, estate planning, and taxes.
Provided financial strategy recommendations and advised clients on implementing their financial plans to achieve their goals.
Communicated professionally with clients, legal representatives, and involved parties via phone and email regarding estate matters.
Prepared official correspondence, handled escalated cases, and calculated tax-related information such as capital gains and adjusted cost bases.
Delivered reliable and consistent service by processing redemptions, transfers, fee collections, and tax adjustments in compliance with company policies and legal guidelines.
Bilingual Customer Service Representative
IntouchCx - Wealthsimple
10.2023 - 12.2024
Greeted clients, answered account questions and resolved complaints.
Assisted clients by providing responsive and helpful support via various channels (such as phone, email, or chat).
Addressed inquiries related to account setup, transactions, fees, and other general queries.
Provided guidance on how to use Wealthsimple's products and features.
Responded promptly to inquiries from clients or other departments regarding billing or payment issues.
Analyzed data to identify discrepancies and errors in client's accounts.
Reduced financial discrepancies, ensuring on-time, accurate deposit balances, incoming checks, available revenues and receipts for investment processes.
Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Research Assistant
Université de Saint-Boniface
10.2022 - 12.2024
Created graphs, spreadsheets and presentation slides using Nvivo to help researchers present findings.
Researched Data processing operations and monitored proof of concept with new processes.
Assisted with preparing presentation materials before major meetings and reviews.
Performed literature reviews to ensure accuracy of results.
Prepared comprehensive reports summarizing research findings.
Gathered data from various sources, including online databases, libraries, and interviews with experts.
Developed survey instruments to measure participant responses in experiments.
Conducted primary and secondary research to identify relevant information for project development.
Bilingual Customer Service Representative
IntouchCx, AirBnb
08.2020 - 10.2022
Responded to customer inquiries in both English and French languages, providing accurate information about products and services.
Making meaningful connections with people. Delivering an exceptional level of service to each customer by listening to concerns and by offering accurate information to resolve issues and respond to inquiries.
Analyzing departmental documents for appropriate distribution and filing.
Training new associates.
Provided solutions, recommendations, and replacements with empathy and positive feedback.
Sales Intern
Banyan Tree Tamouda Bay Hotel
07.2017 - 09.2017
Provided customer service support to existing clients.
Negotiating the terms of an agreement and closing sales. Gathering market and customer information.
Providing customers with quotations.
Liaising with suppliers to check on the progress of existing orders.
Researched potential customers and identified target markets.
Human Resources Intern
Amzday Diyar Timnay
02.2017 - 06.2017
Prepared onboarding documents for new hires, such as contracts and employee handbooks.
Helped with recruitment by posting job openings, screening resumes and scheduling interviews.
Scheduled or conducted new employee orientations.
Interviewed job applicants to obtain information on work history, education or job skills.
Assisted with new hire orientation preparation, scheduling and administration.
Reviewed employment applications and job orders to match applicants with job requirements.
Corresponded with applicants to coordinate and schedule interviews with hiring managers.
Reservation Intern
Ibis City Center Hotel
08.2015 - 09.2015
Processed reservations from the sales office, other hotel departments, and travel agents.
Created and maintain reservation records by date of arrival and alphabetical listing. Determine room rates based on the selling tactics of the hotel.
Assisted customers with product selection and answered questions regarding features, benefits, and pricing of products or services.
Front Office Intern
Oryx Rotana Hotel
07.2014 - 09.2014
Greeted guests and provided customer service support.
Assisted with check-in and check-out of hotel guests.
Provided information about local attractions, restaurants, and transportation options to visitors.
Coordinated room assignments for arriving guests based on their preferences.
Verified accuracy of guest information prior to entering into system database.
Performed data entry tasks related to guest accounts accurately.
Prepared documents such as invoices, bills, and receipts for customers.