Administrative Assistant - For You Immigration and Real Estate Law firm - Markham, ON
(2025-04)
- Prepare and review 30–50+ immigration applications per month (study permits, work permits, PR, sponsorship), ensuring compliance with Immigration, Refugees and Citizenship Canada (IRCC) requirements.
- Assist with real estate transaction files (purchase, sale, refinance) by organizing agreements, title documents, and closing paperwork by coordinating with seller and buyer agents and prepare trust ledgers and commission statements for 1.6 million properties in Ontario.
- Collect and verify supporting documents per case, including passports, financial records, employment letters, and property-related documents to show strong identification for the case.
- Maintain and track 80+ active client files, communicate with clients and lawyers to manage deadlines and avoid misunderstanding, collaborate with finance department for clients agreement case contracts regarding with debit and credit transactions.
Senior Researcher - Chartwell Global Retirement Residences - Toronto, ON
(2025-03)
- Document and track care data for 5-15 residents daily using EHR systems (PointClickCare and MED e-care), update on health status, behaviors, and routines.
- Prepare detailed daily progress notes, behavioral reports, and care summaries per shift using Microsoft Excel and Word for further treatments.
- Monitor and report on residents with dementia, Alzheimer's disease, Parkinson's, mobility impairments, collaborate with nurses and physicians to support care plans, medication adjustments, and activity scheduling.
Data Analyst (Co-op) - Dutra Wealth Management Group - Toronto, ON
(2025-01 - 2025-04)
- Conducted market research on 150,000+ newcomers' financial behaviors with insights to support financial forecasting, budgeting, and strategic planning for a fintech advisory platform for 5 years forwards.
- Innovated a competitive and consumer behavior analysis through surveys and FRED to build the app features aligned with financial objectives and project purpose.
- Directed financial planning and analysis (FP&A) for a $250M underserved market by validating pricing models, market penetration and strategies, projecting user adoption, and assessing financial viability to inform decision-making.