Summary
Overview
Work History
Education
Skills
Affiliations
Accomplishments
Languages
Certification
Websites
Timeline
Generic

Saniya Matayeva

Toronto,ON

Summary

Results-oriented individual with a passion for continuous learning and innovation. Known for leveraging analytical thinking and creativity to solve problems and deliver high-impact solutions in fast-paced environments.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Client Relationship Specialist

Cardinal Point Athlete Advisors
Toronto, ON
07.2024 - Current
  • Developed and deepened relationships with new and existing clients to advance progress and improve business.
  • Provided personalized service by responding promptly to inquiries from clients regarding their investments or financial plans.
  • Collaborated with external advisors such as accountants, attorneys, and trust officers on behalf of clients.
  • Helped create comprehensive financial plans that included cash flow projections, retirement planning scenarios, and insurance coverage recommendations.
  • Communicated regularly with custodians regarding account activity or changes in ownership structure.
  • Informed clients about tax benefits, government rebates or other financial benefits to save clients money.

Client Service Specialist/Office Manager

Gavin Hockey Wealth Specialist (currently known as Cardinal Point Athlete Advisors)
Toronto, Ontario
04.2023 - 07.2024
  • Managed and updated physical and digital client account information to keep records accurate and current.
  • Managed office budget to handle inventory, postage and vendor services.
  • Resolved customer inquiries and complaints requiring management-level escalation.

Vice President of Events

Humber Finance Society
Toronto, Ontario
10.2022 - 04.2023
  • Implemented promotional strategies to maximize conference and convention attendees.
  • Designed creative themes for each event that would attract new audiences.

Accounts Payable Associate Intern

Harry Rosen
Toronto, ON
09.2022 - 12.2022
  • Handled accounts payable and receivable, including invoicing and payment processing.
  • Matched orders with invoices and recorded required information.
  • Reconciled vendor statements, researched and corrected discrepancies as needed.

Student Associate

Inside Capital Markets
Toronto, Ontario
06.2022 - 09.2022
  • Provided technical support and instructional assistance to help students succeed.
  • Implemented strategies to take advantage of new opportunities.

Education

Bachelor of Commerce: Finance - Graduated with Honours

Humber Institute of Technology And Advanced Learni
05-2023

High School Diploma -

Columbia International College
Hamilton, ON
05-2019

Skills

  • Cross-functional coordination
  • CRM software proficiency
  • Client needs assessment
  • Technical support expertise
  • Marketing strategy
  • Data management
  • Negotiation
  • Money Market Analysis
  • Performance analysis

Affiliations

  • Tennis Enthusiast
  • Pilates/Yoga

Accomplishments

  • Duke of Edinburgh Silver Award, Columbia International College, Hamilton, ON (2017-2019) (awarded by the Governor)

Languages

English
Native/ Bilingual
Kazakh
Native/ Bilingual
Russian
Native/ Bilingual
Turkish
Limited
French
Elementary

Certification

  • Bloomberg
  • CSC (ongoing)

Timeline

Client Relationship Specialist

Cardinal Point Athlete Advisors
07.2024 - Current

Client Service Specialist/Office Manager

Gavin Hockey Wealth Specialist (currently known as Cardinal Point Athlete Advisors)
04.2023 - 07.2024

Vice President of Events

Humber Finance Society
10.2022 - 04.2023

Accounts Payable Associate Intern

Harry Rosen
09.2022 - 12.2022

Student Associate

Inside Capital Markets
06.2022 - 09.2022

Bachelor of Commerce: Finance - Graduated with Honours

Humber Institute of Technology And Advanced Learni

High School Diploma -

Columbia International College

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Saniya Matayeva