MUZI LI
Toronto,ON
Summary
- Hardworking Student offering part-time work experience and extensive knowledge of core subject matter. Meticulous and detail-oriented with excellent observational, organizational and communication skills. Motivated Internship Student working toward B.S degree. Hardworking and resourceful individual commended for first-rate collaboration, organizational and time management abilities. Committed to developing career path and expanding work experience. Strong knowledge of Python.
- Driven to learn quickly, advance computer proficiency and training in industry operations. Solid background in field and office settings supporting team needs. Flexible and hardworking team player focused on boosting productivity and performance with conscientious and detail-oriented approaches.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Internship Student
Ez Education
06.2024 - Current
- Developed professional skills through hands-on experiences, including time management and effective communication.
- Effective promotion and attraction of more potential customers
- Orientated new students to join events.
- Received positive feedback from supervisors, reflecting a strong commitment to personal growth and development throughout the internship program.
Investment Advisor
Industrial Bank Co., Ltd.
08.2023 - 09.2023
- Customer Communication: Assist customers to solve various problems, such as personal account opening, company account opening, etc., to ensure that customer needs are met in a timely manner; successfully handled more than 100 customer problems, and obtained more than 90% customer satisfaction after the solution was implemented;
- Product Introduction: Understand financial products, including risk levels, product structures, etc., and provide customers with detailed introductions to financial products, including monetary funds, public offerings, and private placement products;
- Investment Advice: According to the customer's risk preference, capital size and investment period, we accurately match suitable financial products for customers and provide customized investment advice
- Successfully facilitated more than 50 financial product sales
- Asset growth exceeded client expectations by 120%;
- Customer Follow-up: Regularly follow up on customer investment status, provide reports on market dynamics, product net value changes, etc., adjust investment portfolios based on feedback, and follow up on changes in customer preferences;
- Loan Business: Participate in the loan approval business for small and medium-sized enterprises, conduct comprehensive due diligence on customers, including industry development trends, financial status and operating conditions, etc.; complete more than 20 loan business approvals, and successfully control the non-performing loan rate below 5%;
- Event Planning: Plan and organize multiple customer events, such as investment lectures, social dinners, etc., to effectively improve customer satisfaction and loyalty; the number of event participants exceeds 500;
- Support Work: Responsible for organizing weekly meetings and special seminars of the department, producing and publishing activity reports, and ensuring smooth transmission of information
- Successfully promoted the publication of articles on the company's official app official account, enhancing the company's brand influence and industry status
Cashier
Fange Yoga
06.2022 - 09.2022
- Greeted customers entering store and responded promptly to customer needs.
- Welcomed customers and helped determine their needs.
- Worked flexible schedule and extra shifts to meet business needs.
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels. Familiar with using POS machine
- Managed approximately 30 incoming calls, emails and faxes per day from customers.
Education
Bachelor of Science - Economic & Statistics
University of Toronto
Toronto, ON06.2026
High School Diploma -
Maple Hill School
Vancouver06.2022
Skills
- Fast Learner
- Foreign language fluency
- Research
- Materials Preparation
- Social Media Posting
- Record preparation
- Teamwork and Collaboration
- Computer Skills
- Client Relationships
- Microsoft Office Suite
- Social Media Posting
- Record preparation
Certificate Skills
Python, R, MATLAB, Word, PPT, Excel, English, Mandarin, English, English, Piano (Level 8; 2nd prize in "Young Chang" Cup competition), Art (Level 8), Swim, Badminton, Tennis, Food Handler Certificate, Smart Serve Certificate (Can be provided)
Social Activities
- UT Chinese Club Activities Department, Panelist, 10/2023, Present, Knowledge Sharing: Active participation as a group member, providing expertise and insights on a variety of topics including culture, language and contemporary issues, enriching the club's educational and cultural activities;, Expert Directory: Promote cooperation and exchanges between departments and experts, collect experts' contact information and personal information, establish an expert database, conduct daily tracking and exchanges, and establish a think tank.
- UTCSSA (Chinese Students and Scholars Association), Venue Coordinator and Counselor, 04/2023, Present, Event Management: Lead the planning and execution of venue settings for various UTCSSA events, ensuring optimal use of space and resources, creating an engaging environment for attendees, such as the January 2024 Lunar New Year event., Recruitment Strategy: Implement innovative recruitment strategies during 2023 annual recruitment process to attract diverse talent to join UTCSSA and contribute to its mission. Create a supportive and collaborative environment for club members.
- Economics Discussion Group, University of Toronto, Vice Leader, 10/2022, 04/2023, Academic Collaboration: Lead economics discussion groups and spearhead participatory discussions and workshops that encourage critical thinking and scholarly inquiry among participants; develop and implement a structured framework for weekly progress reporting to ensure transparency and transparency in group activities and initiatives Accountability;, Community Engagement: Work with university faculty to promote economics discussion and attract a variety of participants.
- Maple Hill School Student Council, Board Member, 11/2021, 06/2022, Event Planning: Leads coordination and implementation of various school events, such as Halloween celebrations, Christmas events, and graduation ceremonies, ensuring memorable and enjoyable experiences for students, teachers, and families;, Project Leading: Effectively manage timelines, budgets and resources to ensure timely completion and delivery of activities.
Languages
English
Native or Bilingual
Chinese (Mandarin)
Native or Bilingual
Certification
- Food safety handler certificate
- Smart server certificate
Timeline
Internship Student
Ez Education
06.2024 - Current
Investment Advisor
Industrial Bank Co., Ltd.
08.2023 - 09.2023
Cashier
Fange Yoga
06.2022 - 09.2022
Bachelor of Science - Economic & Statistics
University of Toronto
High School Diploma -
Maple Hill School
- Food safety handler certificate
- Smart server certificate
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