Analytical Skills: Exceptional analytical abilities to assess financial situations and provide sound, data-driven recommendations.
Continuous Learning: Committed to staying updated on industry trends, financial products, and regulatory changes to provide clients with the most relevant and timely advice.
Communication Skills: Effective verbal and written communication skills to explain complex financial concepts in an easily understandable manner for clients.
Problem-Solving: Proactive problem-solving approach to address clients' financial challenges and adapt strategies to changing market conditions.
Microsoft Proficiency: Familiarity with Microsoft software and tools for data analysis, portfolio management, and financial modeling.
Overview
13
13
years of professional experience
Work History
Cashier/Customer Service
Linen Chest
11.2023 - 02.2024
Handled cash transactions and processed payments to customers
Assisted customers in friendly and professional manner, addressed inquiries and provided product information in timely manner
Maintained clean and organized checkout area, ensured positive shopping experience
Collaborated with team members to meet good customer service and sales goals
Daily balanced and closed all sales till
Decreased customer complaint escalation rate by 25% through effective problem-solving and communication skills.
Resolved 70% of customer issues on the first call, leading to a 15% increase in first-call resolution rates.
Operations Staff (Fixed Deposit, Bond and Treasury Bills, Settlement, Pension Benefit Transfer Officer
Zenith Pensions Custodian
02.2011 - 08.2023
Client Servicing: Provided client support and addressing inquiries from pension fund managers and other stakeholders is essential part of custodian's role.
Processed average of 200 transactions per shift, reducing customer wait times by 15%.
Achieved transaction accuracy rate of 96.8%, minimizing discrepancies and errors in cash register.
Conducted regular portfolio reviews and adjustments to ensure alignment with clients' changing needs and market conditions
Risk Management: Involved in managing and mitigating risks associated with pension fund's assets
Compliance and Regulation: Ensured compliance with relevant financial regulations and legal requirements is key responsibility
Staying informed about changes in regulations that may impact pension funds and adjust their processes accordingly
Record Keeping and Reporting: Maintained accurate records is critical aspect of my role
Keep detailed records of all transactions, holdings, and income and regular reporting to pension fund managers and relevant
Education
Certificate of Diploma -
Fanshawe College
Fanshawe College, London, Ontario
08.2024
Certificate of IFSE - Canadian Investment Funds Course
Fanshawe College
London, ON
06.2024
Bachelor of Science - Chemistry
University of Benin
Benin City Nigeria
02.2008
Skills
Financial Planning: Ability to create comprehensive financial plans that cover retirement, savings, investments, tax strategies, and estate planning
Investment Management: Knowledge of various investment products (mutual funds, ETFs, etc)
Problem-Solving: Proactive problem-solving approach to address clients' financial challenges and adapt strategies to changing market conditions
Continuous Learning: Committed to staying updated on industry trends, financial products, and regulatory changes to provide clients with the most relevant and timely advice
Risk Assessment: Ability to assess and manage financial risks, ensuring clients’ investments align with their risk tolerance and financial goals