Summary
Overview
Work History
Education
Skills
Timeline
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Houssem Boulares

Houssem Boulares

Bilingual Account Officer
Toronto

Summary

Driven finance professional dedicated to continuous skill development and personal growth, eager to embrace new challenges and expand responsibilities. Equipped with extensive experience in managing financial records, preparing comprehensive reports, and ensuring precise financial transactions, while upholding the highest standards of integrity. Renowned for a collaborative approach and unwavering commitment to achieving results, with adaptability to dynamic financial environments. Proven expertise in Operations, relationship management and team coordination. Ready to contribute effectively to organizational success.

Overview

7
7
years of professional experience
4
4
Languages

Work History

Bilingual Account Officer

AVISO
Toronto, ON
04.2023 - Current
  • Follow up on and gather information on client account activities for client responses
  • Work with Operations and IT to investigate activities and completion of requests
  • Review transfer in documentation for completeness and initiation and follow up for completion
  • Notify Partners of any transfer out requests and coordinate delivery of account with SLA
  • Receive and direct certain daily activities for processing by Aviso or other related parties
  • Handle general telephone and email inquiries on processing activities
  • Ensure customer problems are handled appropriately, escalating issues when necessary
  • Provide reporting on client accounts and other activities as necessary
  • Assist with management and any other department related duties

Senior Administrator - Wealth Operations

IG Wealth Management
01.2021 - 02.2023
  • Completing sells or in-kind transfers to other institutions
  • Ensuring procedures and regulations are met for every out-going account.
  • Reviewing and ensuring all transfer requirements have been met prior to submitting the transfer to the relinquishing institution via NON-Aton process.
  • Using previous experience, knowledge and available resources to meet the position’s productivity and quality objectives, in keeping with service level agreements
  • Performing additional tasks to help achieve department objectives

Stock Clerk

Group ADONIS
05.2019 - 03.2021
  • Ensure quality of the merchandise
  • Ensure that work areas and corridors are clean, unobstructed and well-organized
  • Inventory
  • Use a wide variety of selling techniques

Accountant Technician

Diane St-Onge et Associés Inc.
09.2020 - 11.2020
  • Prepare journal entries for month-end process
  • Follow-up on expense reports approval
  • Pay Management
  • Support Accounting operations activities

Technical Service

Bouygues Télécom France
02.2019 - 04.2019
  • Solve clients' technical problems
  • Create a trustworthy relationship between operator-client
  • Use a wide variety of selling techniques

Customer Service

Amazon.fr
07.2018 - 02.2019
  • Actively problem solve and innovate on behalf of customers
  • Help a variety of external and internal Amazon customers and drivers by phone, e-mail and chat
  • Support customers through computer skills by navigating the internet, website, multiple browsers, email, social media, and instant messenger or chat tools

Education

Financial Management - LEA AC - Accounting And Finance

CDI College
Montreal
12-2020

Skills

Multilingual communication: French, English, Arabic, German (beginner)

Experience with data management tools

Excellent communication

Strong task management

Proficient in organization techniques

Analytical problem-solving

Collaborative networking abilities

Cross-functional collaboration

Timeline

Bilingual Account Officer

AVISO
04.2023 - Current

Senior Administrator - Wealth Operations

IG Wealth Management
01.2021 - 02.2023

Accountant Technician

Diane St-Onge et Associés Inc.
09.2020 - 11.2020

Stock Clerk

Group ADONIS
05.2019 - 03.2021

Technical Service

Bouygues Télécom France
02.2019 - 04.2019

Customer Service

Amazon.fr
07.2018 - 02.2019

Financial Management - LEA AC - Accounting And Finance

CDI College

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Houssem BoularesBilingual Account Officer