Summary
Overview
Work History
Education
Skills
Timeline
Generic

Bob Khan

Toronto,Canada

Summary

Student-centered professional with strong experience advising and supporting diverse post-secondary populations in both university and financial service environments. Specialized in educational investment advising (RESPs) and student financial aid guidance. Skilled in delivering accurate information in high-volume settings with care and clarity. Recognized for excellence in communication, service delivery, and rapport-building. Proficient in Microsoft Office and eager to learn institutional systems such as ROSI/ACORN and Degree Explorer.

Overview

7
7
years of professional experience

Work History

Financial Clerk

University of Toronto
12.2022 - Current

Provide financial, administrative, and admissions support within a large academic department. Serve as a primary point of contact for faculty, staff, students, and vendors. Responsible for interpreting complex procedures, processing transactions, and advising students on course planning and program options based on academic goals and skill sets.

Student Advising & Admissions Support

  • Assisted in processing admission letters and payments for incoming students, ensuring timely communication and data entry.
  • Advised students on course offerings, prerequisites, and program suitability based on their skills and interests.
  • Guided students to appropriate academic supports and helped them navigate department-specific requirements.
  • Responded to student inquiries regarding enrollment, deadlines, and academic policy, ensuring accurate information and supportive guidance.

Faculty, Staff & Vendor Communication

  • Communicated complex procurement and financial processes clearly to internal stakeholders.
  • Maintained high-quality service delivery while liaising across academic, administrative, and financial teams.
  • Provided timely and accurate responses to inquiries from students, faculty, and external vendors.

Financial Systems & Processing

  • Processed high volumes of invoices, journal entries, and vendor payments with accuracy using university systems.
  • Ensured adherence to financial policies and maintained compliance with audit and reconciliation standards.
  • Collaborated with colleagues to troubleshoot discrepancies and implement process improvements.

Organizational & Administrative Skills

  • Maintained organized records for auditing and financial tracking purposes.
  • Prioritized competing requests and managed multiple deadlines in a high-volume, fast-paced environment.
  • Supported the integrity of financial and student records through careful documentation and review.

Events and Office Assistant

University of Toronto
10.2021 - 12.2022

Supported departmental operations and front-line student services for undergraduate and graduate students. Provided clerical, administrative, and event coordination support to enhance engagement and streamline services for students, faculty, and staff.

Student Advising & Frontline Support

  • Provided front-line assistance to students, faculty, and staff, directing inquiries to appropriate services and personnel
  • Helped foster an accessible, inclusive, and student-centered environment within the department
  • Responded to in-person, email, and phone inquiries with professionalism and care

Event & Engagement Coordination

  • Coordinated and scheduled a wide range of events, including seminars, workshops, wellness initiatives, and student/staff engagement activities
  • Managed all aspects of event logistics, including room bookings, technical setup, and communications with facilities teams
  • Hired and coordinated external vendors for catering, décor, and branded event materials (swag)
  • Supported departmental initiatives by promoting events, encouraging participation, and helping to build a sense of campus community

Events and Wellness Properties Coordinator (Contract)

York Regional Police Association
Newmarket, ON
03.2020 - 05.2021

Led the development, planning, and execution of internal member events and community wellness initiatives during a high-pressure pandemic environment.

Event Strategy & Planning

  • Designed and implemented new signature events including food truck rallies, holiday initiatives, and charity drives
  • Oversaw full event cycle from ideation to execution, ensuring compliance with provincial guidelines

Communication & Collaboration

  • Partnered with Communications to draft clear, welcoming, and professional event messaging
  • Responded to member inquiries with care, flexibility, and problem-solving

Contact Center Representative

Embark
09.2018 - 03.2020

Delivered fast-paced, high-quality customer service and personalized financial guidance on educational investment plans for post-secondary studies. Consistently recognized for service excellence, exceeding performance targets, and building strong, trust-based relationships with students and parents.

Student Financial Advising

  • Advised families and students on educational investment plans, including how to withdraw funds and maximize their plans to receive the highest eligible return
  • Assessed student eligibility and processed account changes accurately in accordance with investment policy

Communication & Service Excellence

  • Handled high volumes of calls and live chats with efficiency, averaging under 5 minutes for calls and under 10 minutes for live chats, consistently exceeding service level targets
  • Maintained a customer feedback rating of approximately 4 out of 5 on post-interaction surveys
  • Received the Most Effective Contact Center Representative award in recognition of consistent, high-quality customer support
  • Navigated sensitive financial discussions with empathy, professionalism, and clarity

Operations & Compliance

  • Ensured accurate updates to client accounts while maintaining compliance with internal standards and regulatory guidelines
  • Supported operational integrity through meticulous form processing and data entry

Education

Student Affairs and Services Certificate -

George Brown College
Toronto, ON
01.2023

Bachelor of Arts - Public Policy and Management

York University
Toronto, ON
01.2013

Skills

  • Customer relationship management
  • Financial processing
  • Student advising
  • Data entry accuracy
  • Compliance oversight
  • Call center operations

Timeline

Financial Clerk

University of Toronto
12.2022 - Current

Events and Office Assistant

University of Toronto
10.2021 - 12.2022

Events and Wellness Properties Coordinator (Contract)

York Regional Police Association
03.2020 - 05.2021

Contact Center Representative

Embark
09.2018 - 03.2020

Student Affairs and Services Certificate -

George Brown College

Bachelor of Arts - Public Policy and Management

York University
Bob Khan