HANIEH MORADI
Richmond Hill,ON
Summary
- Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects.
- Dedicated Executive assistant with excellent experience in industry. Maintains professional appearance and demeanor and expertly completes assigned tasks with focus on quality. Dependable and quick-learning team player with effective communication and organization skills.
- Organized Bookkeeper proficient in QuickBooks and Adobe software. Executed bookkeeping tasks for large corporations and excelled at quickly learning new accounting methods and procedures. Excellent accounting skills and attention to detail leading to decreased loss of revenue.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Advisor
World Financial Group, Inc.
05.2022 - Current
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm.
- Helped clients make informed decisions about financial future.
- Informed clients of strategies for reducing debt and maximizing savings.
Executive Assistant to the Chief Executive Officer
1000014017 ONTARIO INC
09.2021 - 11.2023
- Responded to emails and other correspondence to facilitate communication and enhance business processes.
- Managed complex calendar scheduling with focus on proper allocation of executive availability.
- Contributed to smooth business operations by planning and organizing meetings and conferences.
- Screened calls and emails and initiated actions to respond or direct messages for managers.
- Organized and coordinated conferences and monthly meetings.
- Prepared meeting agendas and briefing papers for members of board of directors and executive team.
- Updated spreadsheets and created presentations to support executives and boost team productivity.
- Handled confidential and sensitive information with discretion and tact.
- Used advanced software to prepare documents, reports, and presentations.
- Promoted team productivity by keeping supplies organized and well-stocked.
- Used QuickBooks to produce monthly invoices, reports, and other deliverables.
- Handled and coordinated annual events and conventions.
Administrative-Accounting Assistant
Bio V pharma
03.2020 - 08.2021
- Used accounting software to prepare weekly and monthly financial reports.
- Monitored status of accounts receivable and payable to facilitate prompt processing.
- Supervised daily bookkeeping operations with attention to accounts receivable, accounts payable, banking reconciliation, and disbursements.
- Communicated with suppliers to reconcile invoice payments.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Assisted coworkers and staff members with special tasks on daily basis.
- Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy.
- Identified and recommended changes to existing processes to improve accuracy, efficiency, and quality service.
- Maintained clean and organized files by keeping accounts payable records up-to-date.
- Scheduled appointments and meetings, organized materials and prepared rooms.
- Used QuickBooks to produce monthly invoices, reports, and other deliverables.
Bookkeeper
Chateau West Island
03.2019 - 08.2021
- Balanced restaurants' sales receipts on a daily basis and Entered accounts payable invoices
- Prepared supplier cheques
- Created and filed Financial reports
- Updated and reviewed financial records
- Completed payroll for employees and maintained detailed records of procedures.
- Maintained and processed invoices, deposits, and money logs.
- Input financial data and produced reports using QuickBooks.
Education
Diploma ACS in Financial Management -
CDI College
Montreal, Quebec01.2021
Skills
- Financial Services
- Relationship Building and Management
- Time Management
- Data Entry
- Bookkeeping
- Expense Reporting
- Technical Support
- Meeting Planning & Scheduling
- Business Administration
- Office Management
- Social Media Knowledge
Software skills:
- Master of Excel-Word-Powerpoint
- Master of Quickbooks
- Sage 50
- Financial analysis
- Canva
Languages
English
Persian
Certification
LLQP ( Life License Qualification Program )
Quote
Life isn't about finding yourself,it's about creating yourself.
Timeline
Financial Advisor
World Financial Group, Inc.
05.2022 - Current
Executive Assistant to the Chief Executive Officer
1000014017 ONTARIO INC
09.2021 - 11.2023
Administrative-Accounting Assistant
Bio V pharma
03.2020 - 08.2021
Bookkeeper
Chateau West Island
03.2019 - 08.2021
Diploma ACS in Financial Management -
CDI College
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