Summary
Overview
Work History
Education
Skills
Timeline
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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, ON
06-2023

Diploma - Business Finance

Sheridan
Mississauga, ON
06-2023

Associate's Degree - Business Administration

University College of The Caribbean
Ocho Rios
03-2007

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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Feonie Harvey