Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Martina Vespa

North York,Ontario

Summary

Detail-oriented Accounting Assistant offers 2 years of experience in accounting roles. Skilled in account reconciliation, report drafting and collections. Industrious and meticulous with strong history of integrity and reliability.

Overview

3
3
years of professional experience

Work History

Financial Advisor Assistant

Laminados Union
02.2019 - 02.2022
  • Enhanced client satisfaction by providing timely and accurate financial information, advice, and recommendations.
  • Assisted in the development of comprehensive financial plans for clients, addressing their investment, retirement, insurance, and estate planning needs.
  • Streamlined office operations by implementing efficient organizational systems to manage client information and documentation.
  • Supported senior financial advisors in managing a diverse client portfolio, ensuring the highest level of service and attention to detail.
  • Improved efficiency in the office by automating routine tasks such as appointment scheduling and document management using modern software tools.
  • Collaborated with team members on projects aimed at improving overall firm performance, sharing insights gained from daily interactions with clients.

Accounting Assistant

Laminados Union.
01.2020 - 01.2022
  • Streamlined accounting processes by implementing efficient organizational systems and procedures.
  • Enhanced financial reporting accuracy by diligently reconciling accounts and identifying discrepancies.
  • Assisted in the preparation of monthly financial statements for timely and accurate reporting to management.
  • Facilitated smooth financial audits by maintaining organized records and providing necessary documentation to auditors.
  • Reduced errors in account reconciliation through meticulous attention to detail and thorough review of transactions.
  • Contributed to cost-saving initiatives by analyzing expenditure patterns and recommending areas for improvement or reduction.

Education

Advanced Diploma - International Business-Business Administration

Seneca College of Applied Arts And Technology
North York, ON
04.2024

Skills

  • Market forecasting
  • Budget Compliance
  • Debt management
  • Wealth Management

Languages

English
Native or Bilingual
Spanish
Native or Bilingual
Italian
Professional Working

Timeline

Accounting Assistant

Laminados Union.
01.2020 - 01.2022

Financial Advisor Assistant

Laminados Union
02.2019 - 02.2022

Advanced Diploma - International Business-Business Administration

Seneca College of Applied Arts And Technology

Similar Profiles

CREATE PROFILE
Martina Vespa