Management Assistant
Resume:
AREAS OF EXPERTISE
Cash management
Personal Loans
Microsoft Excel
VBA Macros
Tally
PERSONAL SKILLS
Tenacious work ethic
Ability to meet deadlines
Keen to learn
Positive attitude
Accounting
PERSONAL DETAILS
Dona Elizabeth Byju
1216-399 Markham Rd, Scarborough, OntarioM1J3C9
Tel: 437-***-****
Email: ********@*****.***
Date of birth: 20/04/1994
Dona Elizabeth Byju
Office Assistant
PERSONAL SUMMARY
An adaptable, resourceful and enthusiastic person having experience in wide area of general responsibilities for clerical work, cash management and reconciling branch office accounts. A strong communicator with excellent interpersonal skills. Seeking position in the financial field that encourages initiative, creativity and provides a steady progress.
WORK EXPERIENCE
World Financial Group- Toronto
Client service Assistant January 2017 –
Duties:
Appraise clients listed in various databases to find prospective clients for insurance, mortgage and loans.
Meet prospective clients, analyze client financial capacity and requirement, present various schemes useful to client skillfully to kindle interest and get positive responses.
KPI reporting, Business Dashboards.
Tim Hortons - 2002 Queen Street East
Team Lead May 2016 – Jul 2017
Duties:
Supervisor and Cashier duties
Co-ordination with servers and kitchen team to ensure food was prepared on time and served to customer satisfaction.
Marivil Finance Ltd– Cochin, Kerala, India
Branch Accountant August 2013 – October 2014
Duties:
Managing branch cash.
Reports.
Balance sheet reconciliations.
Monthly management accounts preparation.
ACADEMIC QUALIFICATIONS
Post graduate diploma in Financial Planning and Wealth Management-
Lambton College, Toronto, Ontario
Bachelor degree in Commerce-
Naipunya Institute of Information & Technology, Kerala, India
KEY SKILLS AND COMPETENCIES
Extensive knowledge of Excel spreadsheets and VBA programming.
Knowledge of Tally.
Fluency in English, Hindi and Tamil
REFERENCES – Available on request
Contact this candidate