Energetic and bilingual professional actively seeking growth opportunities. Selfmotivated and dedicated, committed to achieving career objectives. Exceptional
attention to detail and strong communication skills. Proactive approach to tasks
and projects. Dependable and professional, thrives in diverse environments with
a consistently professional attitude
•Account Set – up [TFSA, RRSP, FHSA]
• Transfer Set- up [Incoming transfers
• In-kind outgoing transfers]
• Financial Transactions [ systematic exchange, exchange, purchase,
redemption, SWP, PAC, DWP]
• Financial Administration Nexus
• Interpersonal/Intrapersonal communication via email, telephone and inperson
• Processed data accurately, ensuring smooth operational workflow.
• Improved efficiency by managing data entry tasks effectively.
• Engaged in continuous professional development to stay updated on the
latest processing technologies.
• Collaborated with other departments to optimize production workflows.
• Utilized strong analytical skills to identify potential risks or discrepancies
within processed documents
•Reduced errors with meticulous attention to detail and thorough review of
documentation.
• Demonstrated flexibility when adapting to new processes or guidelines while
maintaining consistently high levels of productivity.
• Supported team members in their tasks, contributing to overall team
success.
• Maintained high standards of data entry, ensuring quality and accuracy.
Inventory Report Generation
Interpersonal communication
Multitasking and organizing
Customer service
Team Collaboration
Information verification
Document review
Data analysis
Report generation
Workflow management
Attention to Details
Efficient time management
Administrative Processes
Input information efficiently and
accurately into Company System
Bilingual in French and English
Salesforce
ConX
Microsoft Office Suite
Data Entry
Technical Savvy
Client/Vendor Relations
Inventory Report Generation
•Excel - Creating a Basic Dashboard
•Management - Foundations
•HR Foundation - Core Human Resources
•Marketing - Communications Strategy