Dawson Head
Kelowna,Canada
Summary
Dedicated administrative professional with successful experience in fast-paced office settings. Hardworking team player with expertise in completing various clerical tasks and offering staff support. Responsible, punctual and productive professional when working with little to no supervision.
Overview
5
5
years of professional experience
Work History
Retail Clerk
Kelowna Uniform Shop
06.2022 - Current
- Enhanced customer satisfaction by providing efficient and friendly service at the checkout.
- Answered questions about store policies and addressed customer concerns.
Administrative Assistant (Co-op)
Scotia Mcleod
05.2024 - 08.2024
- Scheduled meetings and appointments to optimize executive availability.
- Prepared reports and presentations, enhancing clarity of information shared with stakeholders.
- Screened the TSX and S&P 500 for value stocks weekly
- Created and updated Investment policy statements and other client forms.
- Communicated daily with clients and accountants via email/phone
Client Advisor (Co-op)
Royal Bank of Canada
05.2023 - 08.2023
- Assisted clients in selecting suitable products to enhance satisfaction and loyalty.
- Provided detailed product knowledge and guidance for improved customer experiences.
- Improved client relationships by promptly addressing inquiries and concerns.
- Advised clients on product benefits for informed decision-making.
- Provided wire transfers, cash deposits, mortgage and bill payments, and aid in banking.
Laborer
Heiman and son’s masonry
07.2020 - 09.2020
- Loaded, unloaded, and moved material to and from storage and production areas.
- Contributed to successful completion of projects by following instructions from supervisors and adapting to changing priorities.
Education
BBA- Bachelor of Business Administration - Finance
Okanagan College
Kelowna, British Columbia12-2026
High school -
Kelowna Senior Secondary
Kelowna, British Columbia01.2021
Skills
- Leadership
- Work ethic
- Adaptability
- Communication
- Active listening
- Accountability
- Athleticism
- Patience and empathy
- Email correspondence
- Office organization
- Data entry
- Document preparation
Accomplishments
- Referrals, I did $3,000,000 in closed referrals to RBC’s Investment specialist.
Hobbies and Interests
- Camping
- Quad rides
- Weight training
- Sports
Languages
English
Native or Bilingual
Interests
-Gym
-Hockey
-Baseball
-Camping
-Stock market
-Fishing
Timeline
Administrative Assistant (Co-op)
Scotia Mcleod
05.2024 - 08.2024
Client Advisor (Co-op)
Royal Bank of Canada
05.2023 - 08.2023
Retail Clerk
Kelowna Uniform Shop
06.2022 - Current
Laborer
Heiman and son’s masonry
07.2020 - 09.2020
BBA- Bachelor of Business Administration - Finance
Okanagan College
High school -
Kelowna Senior Secondary
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