GAY MAUREEN VILLENA
Whitby
Summary
Detail-oriented and dedicated professional with a comprehensive background in the financial industry, including administrative support, customer service, and leadership roles. Seeking a challenging position to leverage skills and knowledge for the success of a dynamic organization.
Overview
8
8
years of professional experience
Work History
Supervisor
What A Bagel
11.2019 - Current
- Carried out day-to-day duties accurately and efficiently.
- Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.
- Maintained energy and enthusiasm in fast-paced environment.
- Offered friendly and efficient service to customers, handled challenging situations with ease.
- Developed and maintained courteous and effective working relationships.
- Enhanced customer satisfaction by providing exceptional service and addressing concerns promptly.
- Collaborated with management to develop strategies for improving overall restaurant performance and profitability.
- Mentored new hires during onboarding process, ensuring smooth integration into the team while maintaining high standards of service quality.
- Handled customer complaints professionally, taking swift corrective action to resolve issues while preserving brand reputation.
Financial Advisor
World Financial Group
06.2019 - 08.2024
- Provide administrative support to financial advisors in managing client relationships and financial planning processes.
- Assist in educating clients on various financial matters and investment opportunities.
- Utilize financial software tools to generate reports and organize client data for presentations.
- Collaborate with financial advisors in developing comprehensive financial plans tailored to each client's unique goals and objectives.
- Aid in preparing financial documents, conducting investment research, and completing trades and transactions.
- Handle basic client inquiries and provide quotes over the phone and in person.
- Assist in the creation of business plans and identification of target customers.
- Work closely with clients to ensure understanding of financial strategies and provide personalized advice and recommendations.
- Maintain accurate client records and documentation in compliance with regulatory requirements.
- Coordinate meetings, appointments, and follow-up communications with clients.
Supervisor
Tim Hortons
09.2016 - 05.2021
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
- Handled customer complaints, resolved issues and adjusted policies to meet changing needs.
- Evaluated employee performance and coached and trained to improve weak areas.
- Maintained compliance with company policies, objectives and communication goals.
- Worked with management team to implement proper division of responsibilities.
- Mentored newly hired employees on operating equipment and safety and developed training manual to use for reference.
- Utilized standard operating procedures, effective crew resource management, communication and procedures specified in company operation manual.
Education
Payroll Compliance Professional (PCP) - Completed
Canadian Payroll Association
12-2024
Accounting And Payroll
Academy of Learning Career College
Toronto02-2025
Web Designer (With Honours) -
Academy of Learning Career College
09.2023
Bachelor of Science: International Travel And Tourism Management -
Lyceum of The Philippines University
03.2016
Skills
- High Level of Proficiency with Microsoft office (Word, Excel, Powerpoint, Outlook)
- Knowledge in Payroll fundamentals and legislation
- Financial and accounting software (Quickbooks, Sage)
- Strong verbal communication and written skills
- Detail-oriented with a focus on accuracy and quality
- Excellent analytical and problem solving skills
- Ability to multitask and prioritize tasks effectively
- Strong organizational and time management skills
- Strong leadership skills
- Exceptional customer service skills
- Ability to adapt and learn quickly
- Front End Development skills
Reference
Available upon request
Timeline
Supervisor
What A Bagel
11.2019 - Current
Financial Advisor
World Financial Group
06.2019 - 08.2024
Supervisor
Tim Hortons
09.2016 - 05.2021
Web Designer (With Honours) -
Academy of Learning Career College
Bachelor of Science: International Travel And Tourism Management -
Lyceum of The Philippines University
Payroll Compliance Professional (PCP) - Completed
Canadian Payroll Association
Accounting And Payroll
Academy of Learning Career College
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