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Customer Service Accounting

Location:
Montreal, QC, Canada
Posted:
March 02, 2019

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Resume:

JIA TONG

**** ****** ** *******-******** 438-***-****

Montreal, QC H3A 1A8 ac8nm7@r.postjobfree.com

OBJECTIVE

To obtain the junior position of Accountant.

SUMMARY OF QUALIFICATIONS

ACCOUNTING SKILLS

·Eight months Co-op experience accurately processing financial transactions like deposits and making payments by preparing financial drafts.

·One-year work experience accurately process clients’ expense report by using accounting software SAP.

·Skills in journalizing/posting of transactions, preparing a trial balance/financial statement. (Learned in an Accounting class at college and achieve A in this course)

·Using QuickBooks to do basic bookkeeping. (learned in an Accounting class at college and achieve A+ in this course.)

FINANCIAL SKILLS

·Ability to calculate annual contribution limits, the pension adjustment, and the deductibility and carry forward amounts with respect to RRSPs. (Learned in college)

·Enable to develop Client Profile Statements for investors and match investment vehicles to client investment needs. (Learned in college).

ADMINISTRATIVE SKILLS

·Responsible for courier shipments, prepare mailings and delivery documents to nearby clients.

·Excellent computer skills in Microsoft Office especially Microsoft Excel: Vlookups, Pivot Tables.

·Accurately input banking information in a fast-paced environment and maintaining various tracking sheets and always detailed oriented.

COMMUNICATION SKILLS

·Experiences on communicating with clients regarding on their outstanding invoice.

·Enable to communicate and cooperate with other colleagues to finish internal audit by asking several questions.

·Skills in give a professional and confidence presentation (learned in a business presentation class in college and achieve A in this course)

·Recognize customers’ need and delivery excellent customer service by overcoming the barriers. (Learned in college)

EDUCATION

·Diploma Business Administration – Finance George Brown College 2015 – 2018

Achieve GPA 3.48/4.0.

Achieve A in Accounting Fundamental I and A in Income Tax Planning.

Have eight months Co-op experiences in Financial Industry.

·Degree in Accounting and Finance The University of Northampton (England) 2012-2014

Award

·Making the Dean’s Honour List for three continuously semester.

WORK EXPERIENCES

FUND ADMINISTRATION ASSOCIATE-FINANCIAL & OPERATIONS CONTROL CO-OP 2017

THE INVESTMENT ADMINISTRAION INC.

·Assist Accounts Payable by maintaining various tracking sheets, scanning, filing and prepare expense report to reduce the work for Accounts Payable.

·Assist Accounts Receivables with deposit cheques and deposit listing.

·Perform quality assurance on working paper and packages to develop sensitivity toward the importance of sign-offs and complete documentation.

·Assist supervisor to finish important annually internal audit by communicating with other colleagues and input all information into computer.

TATA CONSULTING SERVICES COMPANY PROCESS ASSOICATE FULL TIME 2015

·Accurately processed 4-months client’s expense report by using SAP to make sure that clients were able to get their allowances.

·Built relationship with clients and communicate with them when their expense reports are not accurately in case clients can get their allowances on time.

·Work efficiency with other group members and build good relationship between colleagues to make the whole work environment more comfortable for everyone.

AGRICULTURAL BANK OF CHINA INTERNSHIP 2014

·Practiced good communication skills and organization skills by working efficiently to handle all kinds of issues that report by clients to assist other team members’ works.

Key Words

•Detail Oriented •MS Office •Bookkeeping •Financial Industry •Communication Skills

• Accounting •QuickBooks •Bank •SAP

References are available upon request.



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