JERON ADAMS
Oshawa,Canada
Summary
Accomplished Broker adept at growing business through deep knowledge of financial services and strong relationship-building abilities. Leveraging over 3 years of experience to generate profits and dividends.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Insurance and Investment Advisor
World Financial Group, Inc.
British Columbia
01.2023 - Current
- Streamlined processes to improve efficiency in managing client accounts and transactions.
- Developed strong relationships with clients, ensuring trust and confidence in their financial decisions.
- Worked closely with compliance officers to ensure adherence to industry regulations and company policies.
- Analyzed complex financial data to identify investment opportunities for clients.
- Maintained a strong network of industry professionals to exchange ideas, market insights, and potential investment opportunities.
Retail Management
Fresh.Co
Oshawa, ON
01.2019 - 07.2022
- Organize and face shelves
- Take inventory and restock
- Communicate and meet demands of customers
- Cleaning and maintaining the facility.
- Gained valuable insight into retail management by working closely with experienced supervisors and department leads.
Office Assistant
Kingsway College
Oshawa, ON
01.2016 - 01.2017
- Answer telephones and give information to callers, take messages, or transfer calls to appropriate individuals.
- Operate office equipment, such as fax machines, copiers, or phone systems and arrange for repairs when equipment malfunctions.
- Greet visitors or callers and handle their inquiries or direct them to the appropriate persons according to their needs.
- Make copies of correspondence or other printed material.
Education
High School Diploma -
Maxwell Heights Secondary School
Oshawa, ONSome College (No Degree) - Computer Systems Technician
Durham College
Oshawa, ONSkills
- Efficiency improvement
- Client relationship management
- Compliance adherence
- Financial data analysis
- Networking
- Inventory management
- Customer communication
- Facility maintenance
- Retail management
- Telephone etiquette
- Office equipment operation
- Visitor management
- Time management
- Teamwork
- Customer service
- Problem-solving
- Investment strategies
- Estate planning
Certification
- LLQP
- Smart Serve
- WHMIS
Timeline
Insurance and Investment Advisor
World Financial Group, Inc.
01.2023 - Current
Retail Management
Fresh.Co
01.2019 - 07.2022
Office Assistant
Kingsway College
01.2016 - 01.2017
High School Diploma -
Maxwell Heights Secondary School
Some College (No Degree) - Computer Systems Technician
Durham College