Summary
Overview
Work History
Education
Skills
Websites
Personal Information
Timeline
Generic

Ekomobong Edekhe

London,Canada

Summary

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

Personal Information

Title: FINANCIAL ADVISOR POSITION

Timeline

Cashier/Customer Service

Linen Chest
11.2023 - 02.2024

Operations Staff (Fixed Deposit, Bond and Treasury Bills, Settlement, Pension Benefit Transfer Officer

Zenith Pensions Custodian
02.2011 - 08.2023

Certificate of Diploma -

Fanshawe College

Certificate of IFSE - Canadian Investment Funds Course

Fanshawe College

Bachelor of Science - Chemistry

University of Benin
Ekomobong Edekhe