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Executive Assistant Sales Representative

Calgary, AB, Canada
November 18, 2018

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Financial Services Professional


***-**** ********** **** **

Calgary, AB T2B 3R6


Peters & Co. Ltd (Calgary, AB)

Institutional Trading Assistant

July 2008 to August 2018

• Acted as liaison between front, middle, and back offices.

• Reconciled institutional trader inventories before market open.

• Created and generated daily trade market reports.

• Reconciled the matching and settlements of client trades.

• Served as first point of contact for all institutional client inquiries.

• Set up, maintained, and updated institutional and retail client accounts.

• Settled and organized New Issues and IPOs.

• Organized, posted, and settled grey market trades.

• Handled private client trading responsibilities.

• Initiated incoming and outgoing EFTs, money wires, and bank transfers.

• Issued and deposited client cheques.

• Operated within a fast paced environment.

• Managed to adapt to rapid changes.

Bell Mobility (Calgary, AB)

Sales Representative

September 2007 to February 2010

• Addressed customer inquiries including new activations and optimal packages and promoted customer retention through problem solving and maintaining a positive attitude.

• Met sales targets for headsets, satellite services, and Internet solutions.

• Completed daily reconciliation of payments and balanced cash register.

• Trained new hires and current employees.

First Calgary Financial (Calgary, AB)

Primary Member Service Representative, Level II

May 2006 to July 2008

• Handled transactions, member concerns, and promoted financial products.

• Balanced mass amounts of cash and cheques daily.

• Trained current employees on newly implemented internal banking system.

• Trained new hires.




• Fidessa trading platform

• Broadridge - Dataphile Desktop

• Bloomberg Terminal (monitor and

analyze real-time financial market

data and place trades)


• Microsoft Excel - Beyond Expert

Visual Basic for Applications,

pivot tables, plug-ins, etc.

• Microsoft Word - Expert

• Microsoft PowerPoint - Expert

• Microsoft Access - Advanced

• Microsoft Outlook - Expert

• Adobe Photoshop


• Fluent in English and Greek

• Strong analytical and

mathematical skills

• Administration


Canadian Securities Institution (Calgary, AB)

Investment Representative Training Course


Program covered:

• Investment representatives roles and responsibilities.

• Capital markets and trading mechanics.

• Equity, fixed-income, and managed product operations.

• Stock exchange trading rules.

• Account operations and transactions.

Canadian Securities Institution (Calgary, AB)

Conduct Practices Handbook and Ethics (Certificate) 2014

Developed a strong understanding of securities rules and legislation and compliance with regulatory requirements, including IIROC proficiency requirements.

Canadian Securities Institution (Calgary, AB)

Canadian Securities Course (Certificate)


Certified in:

• Financial Services Advice

• Investment Dealer Compliance

• Advanced Investment Advice

• Fixed Income Trading and Sales

• Equity Trading and Sales

• Advanced Mutual Funds Advice

• Personal Banking

Athabasca University (Online)

Bachelor of Commerce

January 2009 to December 2009

12 credits toward Bachelor of Commerce degree.

University of Calgary, Haskayne School of Business (Calgary, AB) Bachelor of Commerce

September 2004 to April 2008

96 credits toward Bachelor of Commerce degree.

2 - 2



302-4000 Valleyview Park SE

Calgary, AB T2B 3R6

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