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.
