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Customer Service Data Entry

Location:
Toronto, ON, Canada
Posted:
October 12, 2014

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Resume:

MARIA VALENTE

*** - ** ******** ****, ******* ON, M6P 2M5

416-***-**** acgcmi@r.postjobfree.com

PROFILE

An organized and customer-focused individual, with extensive experience in the banking, customer service

and retail industry. A strong team member, who is able to work well with minimal supervision. Able to

handle multiple priorities and maintain a calm, steady focus when working under pressure to meet

deadlines. Able to learn new computer systems and software quickly, with strong data entry skills.

HIGHLIGHTS

• Proficient in Microsoft Office, Outlook, Internet Explorer, GUI, ISM, Unitrax, Mpower, Maximis

• Excellent customer service skills

• Fluent in English, Portuguese and Spanish

PROFESSIONAL EXPERIENCE

Administrator, Transaction Processor (contract) 2013 - 2014

Royal Bank of Canada, Toronto

• Processed RRSP non- financial transactions

• Set up investor accounts

• Used Query Tracking Systems

Dealer Relations Agent (contract)

Royal Bank of Canada, Toronto 2011 - 2013

• Updated information for Financial Advisors

• Modified dealer name by amending institution name and details

• Changed old and new dealer and representative codes through bulk transfer online

• Separated tax forms by dealer name and distributed to respective departments and mail to dealers

Client Services Administration (contract)

RBC Dexia, Toronto 2009 - 2010

• Sent out Tax Receipts to dealers and advisors from email sources

• Entered data from form and send envelopes by ICS courier by cut off time

• Filled in information on forms to send out CDs by courier

• Updated TMR database with address changes, contacts and phone and fax numbers

• Printed and faxed statements on a daily basis for different environments

Customer Service Specialist (part-time)

Wal-Mart Superstore, Toronto 2009 - Present

• Recognized for maintaining standards of department

• Provide exceptional customer service

• Keep items zoned and bring them to front shelving for better view

• Keep your department area clean and safe at all times

Data Quality, Reconciliation Clerk (contract)

Manulife Financial Corporation, Toronto 2008

• Prepared and formatted file daily reports for discrepancies and investigated rejections

• Ensured all manual cash entries are accounted for and signed with supporting documentation

• Checked for cash balances on old CITI and CHASE accounts

Associate, Trading Services

Perimeter Financial Corporation, Toronto 2006 - 2008

• Responsible for trade administration and facilitate daily security trade allocations of equity and

fixed income securities

• Reviewed daily balancing of Omnibus (Error) Trading Accounts

• Responsible for daily reconciliation and bookkeeping of client portfolios as per the custodial

system and the portfolio management system

• Assisted with various reconciliation accounts and reports to minimize overtime

• Added new client information (addresses) in other in-house system (Abacus)

• Reviewed statements quarterly

• Closed fees for different sponsors/custodians (programs)

• Cross-trained new recruits on several job positions

Commodities Operations Officer

Royal Bank of Canada, Toronto 2003 - 2005

• Assisted with the implementation of a new commodities process system (Open link)

• Communicated with individuals in New York and Toronto to ensure that the launch was successful

• Provided excellent customer service by working with internal and external customers to ensure that

commodities were settled properly

• Balanced various account reports by validating commodity deals

• Inputted daily rates from different sources and reconciling end-of-day closes with Traders

• Ensured that commodity trades were accurately tracked by balancing G/L vouchers

• Researched and resolved amount discrepancies

Administration Officer, Currency Derivatives Ops

Royal Bank of Canada, Toronto 1990 -2003

• Input and verified daily option rates and monthly rates ensuring that Back Office balanced with

traders on a daily basis

• Solved trade discrepancies to ensure that information being sent was clear and concise in order for

proper decisions to be made in a timely manner

• Reconciled brokerage statements to trade information and processed payments

• Kept Traders and Risk Managers up-to-date on profit and loss figures by producing daily reports

• Answered phone calls from internal and external clients

• Accurately sorted incoming and outgoing mail four times daily for approximately 150 people and

distributed to different departments

• Scanned/photocopied/faxed documents when requested and needed

• Administered account with Iron Mountain Storage (administered pick up and drop off requests of

office documents when needed) and ordered toners and paper from Canon

• Kept stationary costs down by monitoring inventory levels and ordering supplies as necessary

EDUCATION

• Business Administration, Languages and Law at Runnymede Collegiate



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