Zihe Yang
Ottawa,ON
Summary
Currently reside in Ottawa with an open work permit. My previous job in Ottawa was Administrative assistant in Eastern Financial Star Company. Graduated from Clark University with a Master's degree In Finance.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Administrative Assitant
Eastern Financial Star Inc
Ottawa
01.2023 - 01.2024
- Prepare paperwork for client Investment application
- Prepare compliance documents for client mortgage application
- Maintaining a digital recording of client account
- Answer telephones, respond to emails, and schedule appointments.
Lecture
Sichuan Modern Vocational College
03.2020 - 07.2022
- Deliver lectures, including Fundamental of Economics and Finance Theory
- Developed and implemented class curriculum, and designed the class syllabus
- Involved in the research, development, and design of new courses
- Co-authored one Essay published by Course Education Research
- Assessing students coursework, homework, and performance
- Setting up exams, supervising them, and then marking results.
Integrated bank teller
Shenxianshu Branch of CEB BANK
05.2014 - 08.2018
- Processed daily client transactions, including deposits, withdraws, money transfers and loan payments
- Accurately maintained records of each transaction and ensured all documentation and paperwork was in place and within compliance
- Assisted clients with various questions and concerns related to their accounts and bank products
- Helped individual customer or Business customer to open and close accounts, credit cards, personal loans and mortgages
- Responsible for the daily transaction review and analysis as relates to Money Laundering and submit the reports.
Education
Master of Finance-GMAT 670 -
Clark University
05.2014
Bachelor of Economics -
Tianfu College of SWUFE
07.2012
Skills
- Group Assistance
- Lecture Implementation
- Online Systems
- Instructional Strategies
- Data Entry
Certification
- Qualification Certificate for teachers in colleges and universities
- Securities Practitioner Qualification Certificate
- Passed CFA LEVEL 2
- CELPIP-General Test: Listening:8 Reading:8 Writing: 8 Speaking 8
Timeline
Administrative Assitant
Eastern Financial Star Inc
01.2023 - 01.2024
Lecture
Sichuan Modern Vocational College
03.2020 - 07.2022
Integrated bank teller
Shenxianshu Branch of CEB BANK
05.2014 - 08.2018
Master of Finance-GMAT 670 -
Clark University
Bachelor of Economics -
Tianfu College of SWUFE
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