Nicole Hansen
Calgary
Summary
Customer service has always been a passion of mine, helping clients leave with more knowledge than when they came in, whether in retail or finance, it leaves me feeling fulfilled in my job. I have always had an interest in finance, being involved in my father’s construction company since he was established as left me with the knowledge on being better able to relate to my clients. I took on the bookkeeping duties of my fathers company in early 2015, and quickly advanced to payroll in the company. I am well versed in QuickBooks software and can easily adapt to new software’s. I enjoy doing data entry, problem solving and helping my colleges. I am driven to exceed sales goals, deliver a positive client experience through high customer care, and build long term relationships with customers.
Overview
10
10
years of professional experience
Work History
Administrative Assistant
Scotia Wealth Management
10.2020 - Current
- Responsible for answering phones, taking messages, all client meeting scheduling
- Responsible for preparing client portfolios
- Regular bookkeeping of all client accounts
- Account maintenance: cash & debits, transfers, account opening, client meeting preparation
- Responsible for account opening and regular maintenance
- Help clients understand their statements
- Assist in client online access enrollment and navigation
Bookkeeper
Prism Exteriors Reno’s & Contracting Ltd.
01.2015 - Current
- Responsible for inputting all receipts, and credit card charges
- Responsible invoicing subcontractors/builders and collecting payments
- In charge of payroll for all employee’s, issuing tax forms at year end for both employees and subcontractors
- Advising on account spending habits
Branch Office Administrator
Edward Jones Investments
10.2017 - 10.2020
- Responsible for answering phones and booking client appointments
- Responsible for preparing client portfolios
- Responsible for keeping clients updated on Edward’s Jones events
- Help clients understand their statements and assist in online access to accounts
Client Advisor Business Services
RBC
02.2016 - 10.2017
- Company Overview: RBC is a financial services company that provides banking, investment, and insurance services
- Help clients with daily transactions as well as looking for opportunities for clients to save money
- Problem solving and helping clients at first point of contact
- Responsible for opening and closing branch, cash management and balancing operations
- Organized, stocked and maintained the teller window
- Greeting clients at door and adhering to their immediate needs
- Product knowledge on products and services offered
- RBC is a financial services company that provides banking, investment, and insurance services
Cashier
Time Hortons
01.2015 - 04.2016
- Served clients in a timely and efficient manner
- Was responsible for training new employees and making sure tasks are completed according to health codes
Education
Diploma in Business Administration - Major in Finance
SAIT Polytechnic Institute
01.2016
Skills
- Creative problem solver
- Exceptional communication skills
- Quick learner
- Strong client relations
- Proficient in cash management
- Shipping and receiving professional
- Cash handling expertise
- Rapid data entry skills
- Accounting systems and software
- Savvy relationship-builder
- QuickBooks
Languages
English
Native or Bilingual
Timeline
Administrative Assistant
Scotia Wealth Management
10.2020 - Current
Branch Office Administrator
Edward Jones Investments
10.2017 - 10.2020
Client Advisor Business Services
RBC
02.2016 - 10.2017
Bookkeeper
Prism Exteriors Reno’s & Contracting Ltd.
01.2015 - Current
Cashier
Time Hortons
01.2015 - 04.2016
Diploma in Business Administration - Major in Finance
SAIT Polytechnic Institute
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