Lei Cao
Ottawa,ON
Summary
Deadline-focused investment representative highly effective at operating in fast-paced settings. Resourceful, forward-thinking and proactive with remarkable sense of market and customer positions.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Investment/Client Services Representative
Scotia ITRADE
09.2022 - Current
- Increased client satisfaction by providing exceptional customer service and addressing their investment needs.
- Educated clients on various investment products, allowing them to make more informed decisions about their finances.
- Updated account information to maintain customer records.
- Assisted clients with managing their accounts, facilitating transactions and providing timely updates on market trends.
Data Specialist
PwC/Vialto Partners
03.2022 - 09.2022
- Reviewed and updated client correspondence files and database information to maintain accurate records.
- Managed documents by organizing forms, making photocopies, filing records, preparing correspondence, and creating reports.
- Assisted in training new employees on company-specific software tools and best practices for data management.
- Collaborated with cross-functional teams to gather required data for efficient project execution.
- Contributed to team success by consistently meeting or exceeding performance targets in speed, accuracy, and output volume.
Project Coordinator
KJ Consultation
01.2018 - 04.2021
- Kept projects on schedule by managing deadlines and adjusting workflows.
- Supervised multiple projects from project start through delivery by prioritizing needs and delegating assignments.
- Liaised between departments to facilitate communication and keep appropriate parties updated on project developments.
- Managed competing demands and professionally adapted to frequent change, delays and unexpected events.
- Maintained database and spreadsheets with accurate inventory and status.
Education
Master of Arts - Financial Economics
University of Detroit Mercy
Detroit, Michigan06.2021
Certificate - Accounting
UCLA Extension
Los Angeles, CA12.2021
Bachelor of Arts - Communication Studies
Carleton University
Ottawa, ON06.2017
Skills
- Administrative Support
- Time Management
- Attention to Detail
- Customer Service-Oriented
- Adobe Software
- MS Office Suite
- Python
- Financial Reporting
- Statistical Analysis
- Data Analytics
Certification
- Financial Risk Management (FRM) Part 1 Exam- GARP | May 2023
- Certificate in ESG Investing - CFA Institute | Dec 2023
- Derivatives Fundamentals and Options Licensing Course (DFOL) - CSI | Mar 2023
- Conduct and Practices Handbook Course (CPH) - CSI | Oct 2022
- Canadian Securities Course (CSC) - CSI | Jul 2022
- IBM Data Analyst Professional Certificate - IBM | Jan 2022
- Python for Data Science and AI - Coursera | Jan 2022
Languages
English
Full Professional
Chinese (Mandarin)
Native or Bilingual
French
Elementary
Timeline
Investment/Client Services Representative
Scotia ITRADE
09.2022 - Current
Data Specialist
PwC/Vialto Partners
03.2022 - 09.2022
Project Coordinator
KJ Consultation
01.2018 - 04.2021
Master of Arts - Financial Economics
University of Detroit Mercy
Certificate - Accounting
UCLA Extension
Bachelor of Arts - Communication Studies
Carleton University
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