Kels Bellerose
Wealth Management/Financial Advisor Intern
About
With 6 years of experience in customer experience, credit analysis, and shift supervision, I bring expertise in financial reconciliation, risk assessment, compliance, and team leadership. Skilled in analyzing financial documentation, reconciling transactions, and improving operational efficiency while maintaining 100% compliance.
Experience
Shift Supervisor - Everyside - Toronto
(2025-05)
- Reconciled daily cash, debit, and credit transactions, achieving 100% accuracy and resolving discrepancies through meticulous review within 6 months.
- Implemented a new training program for staff, fostering collaboration and enhancing team productivity, resulting in improved service standards.
- Collaborated with team members to streamline shift operations, significantly reducing discrepancies and improving compliance through effective communication and training.
- Processed customer transactions with 100% accuracy, leveraging POS systems and daily reconciliation to enhance financial integrity.
- Led a team of 12 employees to enhance operational efficiency, achieving 100% compliance through strategic scheduling and training.
Shift Supervisor - The Corner Place - Toronto
(2022-09 - 2026-01)
- Enhanced daily reporting accuracy by implementing a new review process for staff cashouts, achieving 100% compliance.
- Trained and onboarded new employees, maintaining operational compliance, service standards, and team productivity.
- Led a team of 12 employees to achieve 100% compliance in shift operations, enhancing efficiency through strategic scheduling and training within 6 months.
Senior Customer Experience Coordinator - Simply Green Home Services (Acquired by FinanceIt) - Toronto
(2020-09 - 2023-09)
- Reduced fraud risk by implementing a thorough verification process for sensitive documentation, enhancing compliance within 3 months.
- Streamlined verification processes, achieving a 100% compliance rate by implementing new protocols that improved efficiency and reduced errors within 3 months.
- Improved financial reporting accuracy by 30% through meticulous data management and regular audits, ensuring compliance and reliability in decision-making.
Education
Bachelor's - International Economics and Finance - Toronto Metropolitan University (2024-09 - 2027-12)
Certificate - Pre health Sciences - Cambrian College (2018-09 - 2019-04)
