With 15+ years of order management & financial service experience from order placement through final customer payment. Excels in high-volume atmospheres requiring multitasking skills and commitment to customer satisfaction. Showcases attention to detail and responds to shifting priorities across broad range of order fulfillment tasks to drive operational efficiencies. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Financial Advisor
Canada Life
03.2017 - 07.2023
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.
Provided specialized financial planning support for clients with diverse portfolios and individual needs.
Order Fulfillment Specialist
Global Uniforms
02.2011 - 02.2017
Interfaced with sales, operations and functional groups to facilitate order flow and meet processing metrics.
Collaborated with team members to complete timely orders and avoid delays.
Reviewed orders for accuracy, errors and omissions to minimize incorrect shipments.
Processed and submitted orders and expedited delivery to maintain customer satisfaction.
Monitored and tracked inventory to achieve prompt order fulfillment.
Processed accounts payable & receivable through QuickBooks platform.
Buyer
Decathlon
08.2001 - 12.2007
Researched and identified new suppliers and vendors.
Built long-term supplier relationships with vendors to establish quality and competitive pricing.
Maintained complete documentation and records of all purchasing activities.
Collaborated with internal departments to better understand needs and determine purchasing requirements.
Developed cost-effective purchasing strategies to maintain inventory levels and improve operational procedures.
Education
No Degree - Paper Pattern
École Des Métiers Des Faubourgs-de-Montréal
Montreal, QC
08.2010
DESS - International Economics
Sun Yat-sen University
Guangzhou, China
07.2004
Bachelor of Arts - International Finance & Language
Sun Yat-sen University
Guangzhou, China
07.2001
Skills
Financial Knowledge & Customer service
Order Process Management
Accounts Payable and Accounts Receivable
Accurate Documenting & Database Management
Supplier Chain knowledge
Microsoft Office tools, QuickBooks, SQL
Languages
English
Full Professional
French
Full Professional
Chinese (Mandarin)
Native or Bilingual
Chinese (Cantonese)
Native or Bilingual
Certification
Google Data Analytics
Timeline
Financial Advisor
Canada Life
03.2017 - 07.2023
Order Fulfillment Specialist
Global Uniforms
02.2011 - 02.2017
Buyer
Decathlon
08.2001 - 12.2007
No Degree - Paper Pattern
École Des Métiers Des Faubourgs-de-Montréal
DESS - International Economics
Sun Yat-sen University
Bachelor of Arts - International Finance & Language