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Nita Yin

Nita Yin

Administrative Assistant

Talent
London, OntarioMember since May 15, 2023
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About

  • Proficiency with Microsoft office Suite (PowerPoint, Word, Excel)
  • Knowledge of general office procedures
  • Fast learner in a fast-changing environment
  • Ensuring accuracy in preparing documents such as reports, presentations, invoices, tables, charts, files, etc.

Experience

Administrative duties

  • Greeting clients
  • Handling cash, and tracking sales transactions 
  • Creating and processing transactions and trades 
  • Answering phone calls, emailing, faxing
  • Scheduling appointments/meetings
  • Filing, sorting and organizing

Education

  • Took courses such as Mutual Fund, Retirement Planning, Financial Planning, Life Insurance, Investment in Canada, Consumer Credit, and Individual Taxation, which provided assignments based on real-life situations.
  • Analyzed securities and economy.
  • Used Excel in performing client finance.
  • Practiced presentation skills and professional communication skills.
  • Graduated with a GPA of 3.96.

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