Yasaman Mousavi
North Vancouver,BC
Summary
Highly knowledgeable professional, with over 6 years of expertise in administration roles in finance and 10 years in total, in various industries. Possessing proven track record in efficiently managing tasks and contributing to organization. Effective communicator with excellent presentation abilities, capable of engaging with diverse individuals and groups.
Overview
11
11
years of professional experience
Work History
SMALL BUSINESS ADVISOR
SCOTIABANK
07.2021 - Current
- Manage a high net worth book of business clients and deepen client relationship by providing valued advice and white glove service.
- Proactively manage calendars and coordinate schedules with internal and external partners to arrange client meetings via Outlook.
- Complete high level administrative tasks such as recording time sensitive and confidential documents using various software such as SharePoint.
- Increased client satisfaction by providing personalized business advice and support as the first point of contact and problem-solver.
- Demonstrate leadership skills by hosting educational meetings for team members and management to provide monthly market updates.
BANKING ADVISOR/ BUSINESS CONNECTOR
ROYAL BANK OF CANADA
06.2017 - 07.2021
- Facilitated smooth account opening processes for new clients, ensuring accurate documentation and efficient service delivery.
- Arranged and hosted various educational events for new and existing clients.
- Managed time effectively to handle multiple tasks concurrently while maintaining attention to detail under pressure situations.
- Fostered teamwork by continuously learning and contributing to common goals.
SUPERVISOR ASSISTANT
KISH INSTITUTION
09.2012 - 01.2015
- Managed budgets effectively, ensuring optimal allocation of resources and adherence to financial guidelines utilizing Excel and accounting software.
- Oversaw daily operations of the department, ensuring smooth workflow and timely completion of tasks by prioritizing tasks and keeping track of ongoing projects.
- Proficiently organized itineraries, coordinated logistics and optimized travel arrangements to ensure cost-effectiveness and smooth execution.
- Maintained compliance with company policies, objectives, and communication goals.
Education
Postbaccalaureate Degree -
University of British Columbia
VancouverBachelor's Degree - English Translation
Azad University of Shiraz
IranCertificate - Investment Funds In Canada
Canada Securities Institute
VancouverSkills
- Excellent organizational skills
- Time management
- Strong written and verbal communication abilities
- Problem solver
- Work effectively in a team structure
- Proficient in Microsoft Office Suite
- Detail oriented with a focus on accuracy
- Multitasker
- High level of discretion and confidentiality
Accomplishments
- Active member of Women Initiative Organization to support women in business.
- Organized fund-raising events for a NFP organization.
Timeline
SMALL BUSINESS ADVISOR
SCOTIABANK
07.2021 - Current
BANKING ADVISOR/ BUSINESS CONNECTOR
ROYAL BANK OF CANADA
06.2017 - 07.2021
SUPERVISOR ASSISTANT
KISH INSTITUTION
09.2012 - 01.2015
Postbaccalaureate Degree -
University of British Columbia
Bachelor's Degree - English Translation
Azad University of Shiraz
Certificate - Investment Funds In Canada
Canada Securities Institute
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