Feonie Harvey
Toronto,Ontario
Summary
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
11
11
years of professional experience
Work History
Executive Assistant
G Warren CPA Professional Corporation
Toronto
07.2023 - Current
- Maintained company confidence and protected business operations by keeping sensitive information confidential.
- Opened, read and replied to e-mails, letters and correspondence on behalf of executives.
- Set up meeting and event logistics for senior management and updated calendars.
- Followed proper accounting and bookkeeping procedures to support audits.
- Performed data entry tasks into various software programs including MS Excel spreadsheets.
- Answered telephone calls from customers or clients providing assistance where necessary.
- Greeted visitors warmly upon arrival at the office premises.
Accounting Clerk
YTZ Management
Toronto
05.2022 - 09.2022
- Kept records current and accurate with skilled reconciliations and variance resolutions.
- Assisted with the preparation of month-end close activities including journal entries, reconciliations, accruals.
Financial Advisor
Sagicor Group Ltd.
Ocho Rios
07.2013 - 09.2021
- Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans.
- Facilitated client meetings with comprehensive investment strategy planning.
- Consulted with clients to assess and meet short- and long-term financial goal.
- Advised customers on advantages and disadvantages of different product decisions in alignment with individual needs.
- Developed and expanded financial planning relationships with customers through loyal and dedicated service.
Education
License Certificate - Banking And Finance
IFSE
Mississauga, ON06-2023
Diploma - Business Finance
Sheridan
Mississauga, ON06-2023
Associate's Degree - Business Administration
University College of The Caribbean
Ocho Rios03-2007
Skills
- Business Administration
- Presentation Development
- Administrative Support
- Customer Service
- Spreadsheet tracking
- Proofreading
- Appointment Setting
Timeline
Executive Assistant
G Warren CPA Professional Corporation
07.2023 - Current
Accounting Clerk
YTZ Management
05.2022 - 09.2022
Financial Advisor
Sagicor Group Ltd.
07.2013 - 09.2021
License Certificate - Banking And Finance
IFSE
Diploma - Business Finance
Sheridan
Associate's Degree - Business Administration
University College of The Caribbean
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