Overview
Work History
Education
Skills
Timeline
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Mathangy Moira Gesland

Toronto,ON

Overview

8
8
years of professional experience

Work History

Financial Advisor Support Specialist (Senior)

BMO Investment Funds Group
12.2022 - Current
  • Provided services to financial advisors inquiring about mutual funds and investment products such as Segregated Funds, High Interest Saving Accounts and Registered Savings Accounts (RRSP, RDSP, TFSA)
  • Managed over 50 calls per day regarding account balances, transaction history and fund performance
  • Proactively reviewed over 30 accounts per day to ensure documents aligned with government regulations

Senior Customer Service Representative

Amico Group of Companies
04.2021 - 07.2022
  • Partnered with hospital directors on essential projects, overseeing the purchase and shipping of vital medical devices such as NO2, O2 and CO2 outlets, manifolds, and alarms.
  • Maximized SAP software functionalities to seamlessly handle order processing, inventory tracking, and report generation.
  • Applied Excel skills, including VLOOKUP and pivot tables, to optimize product and shipping pricing

Lead Sales Associate

Little Burgundy Shoes
08.2017 - 04.2021
  • Trained employees to exceed personal and store target goals, achieving up to $12,000 in sales per day, by following sales guidelines and consistently surpassing performance expectations
  • Ensured financial accuracy by conducting end-of-day cash reconciliation
  • Consistently surpassed set goals, leading to promotion within one year of tenure at company

Communications Coordinator

International Medical Health Organization, IMHO
02.2016 - 01.2017
  • Created and distributed regular communications to members and public, including monthly newsletter for membership base of 6000 people
  • Updated website and social media pages with well-coordinated communications aimed at conveying information and garnering interest
  • Successfully recruited and trained volunteers for end-of-summer event exceeding 200,000 people

Education

License Certificate - Real Estate Salesperson Program

Humber College
Etobicoke, ON
08.2024

Bachelor of Science (Hons) - Biomedical Science

Toronto Metropolitan University
Toronto, ON
06.2022

Skills

  • Order Fulfillment (SAP)
  • Database Research
  • Database Maintenance
  • Product Knowledge
  • Training and Development
  • Microsoft Office Suite
  • Amazon Web Services - AWS

Timeline

Financial Advisor Support Specialist (Senior)

BMO Investment Funds Group
12.2022 - Current

Senior Customer Service Representative

Amico Group of Companies
04.2021 - 07.2022

Lead Sales Associate

Little Burgundy Shoes
08.2017 - 04.2021

Communications Coordinator

International Medical Health Organization, IMHO
02.2016 - 01.2017

License Certificate - Real Estate Salesperson Program

Humber College

Bachelor of Science (Hons) - Biomedical Science

Toronto Metropolitan University

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Mathangy Moira Gesland