Insurance Representative
Resume:
JAMES KARIKARI
Toronto, ON M3N 2L4
416-***-****(H) 416-***-****(Cell)
*******@*****.***
SUMMARY OF QUALIFICATION
Good verbal and written communication skills in English, French and German
Experienced with strong analytical skills
Adapt well in a fast-paced and multi-tasking environment demanding organizational and interpersonal skills
Detailed-oriented and skilful in prioritizing heavy load work to meet strict deadlines
Team player and multicultural experienced
Passion for serving customers with proactive solutions that grow relationship
Quick learner with advanced skills in Microsoft Word, Excel, Power point and Outlook
Competent with Simply Accounting, Quick books and Profile Tax software
Successfully acquired and retained over 400 income tax client database in 2010
WORK EXPERIENCE
Senior Accounting Clerk 2011 - 2012
Scotiabank, Toronto CAU
Made decisions in corroboration with branch representatives on clients’ accounts which are frozen, deceased and closed whether or not to pay some amounts on a DDA & Savings Unpostable account
Reconciled accounts by debiting or crediting GL and the related Unpostable account
Checked and confirmed with proper documentation where a client is offered service charge waive on a management exception report
Checked using the computer system to verify if the required documents are submitted and signed by both client and Scotia Bank representative
Updated client’s profile with alternate client’s address to properly return his/her mail or to his/her branch address and documented it as paperless
Activated clients’ accounts with branch representative’s instruction
Made some accounts as one account where they are suspected to have the same information such as SIN, address, DOB, Phone numbers and account numbers
Worked with loan department in the booking of Mazda, Hyundai, Kia, Jaquar and Volvo leases using Lemans program
Verified the correctness of the information input in the system and then filed all lease documents appropriately
Income Tax Consultant 2004 – 2011
Genuine Financial & Tax Solutions, Toronto
Prepared annual income tax return for individuals, small businesses and corporation
Analyzed and recommended the best advice for improvement, expansion and tax cut
Prepared GST and PST taxes
Prepared bank reconciliation statements
Prepared payrolls
Assisted with the closing and reporting of each financial month and year end
Prepared and entered journal entries
Reconciled accounts receivable and accounts payable
Prepared balance sheet account reconciliations and adjusting entries for accounts
Prepared monthly, quarterly and annual cash flow statements, forecasts and budgets
Completed various G/L account reconciliations and analysis on a monthly basis
Prepared various prepaid and accruals for month-end reporting
Financial Representative / Advisor 2007 – 2009
360 Degree Financial Services Inc., Toronto
Financial Representative / Advisor 2004 – 2006
Simon Jackson Insurance Brokerage Inc., Toronto
Financial Representative / Advisor 2001 – 2004
Clarica Financial Services Inc. & Sun Life Insurance Company, Toronto
Analyzed client financial position
Processed investment and registered retirement savings plan loans to qualified clients
Recommended and processed life, critical illness, disability and health insurance application
Prepared periodic reports for clients’ investments products and recommended changes when necessary
Monitored and updated clients financial well being to ensure that their financial plans are in line with its original objective
EDUCATION
Scotiabank Courses: REDUCING THE RISK (Anti-Money Laundering) 2011
INFORMATION SECURITY AND PRIVACY
GLOBAL ORIENTATION PROGRAM
GUIDELINE FOR BUSINESS CONDUCT
Certified Financial Planner Course, Toronto 2010
Life, Accident and Sickness Insurance, Toronto 2001
Conduct Practices Handbook Course (CPH), Toronto 2001
Canadian Securities Course (CSC), Toronto 1999
Bachelor of Commerce - Economics and Finance 1999
Concordia University, Montreal
REFERENCES AVAILABLE UPON REQUEST
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