Finance
Resume:
Loïc Brunel Monogba M'Bodi
Gatineau (QC)
J8T 3R9
***********@*******.***
OBJECTIVE
Recent graduate student (in finance) from the University of Ottawa, I’m actively looking for a fulltime position. During my 4 years at the University of Ottawa, I had the privilege to develop my knowledge in the field of portfolio management (risk aversion, Volatility), in accounting and finance (1 year of experience), in customer service (over 3 year of experience) but also in the banking field like the RRSP (Registered retirement savings plan), TFSA (Tax-Free Savings Account), BLOOMBERG and SAP (Basic knowledge). I hold in my asset, 3 years of experience in the business area (Mostly in the administrative role); an experience I would like put at the service of a large firm in order to increase my skills and contribute to its success. I’m working towards a CFA or CPA
EDUCATION
University of Ottawa (Canada) Jan 2011 – Dec 2015
oBachelor degree in Commerce with an option in Finance
High School Victor Schoelcher (In Ivory Coast) Sept 2006 – May 2009
oHigh school diploma (In Commercial Science)
PROFESSIONAL EXPERIENCES
Database administrator March 2016 – Present
International Actuarial Association (IAA) (Canada)
oAnalyze information and maintains database by entering new and updated customer and account information, using iMIS10 system.
oEnters the customer and account data by inputting alphabetic and numeric information on keyboard according to screen format.
oMaintains data entry requirements by following data program techniques and procedures.
oMaintains customer confidence and protects operations by keeping information confidential (Using Excel and MS Access)
oContri1butes to team effort by accomplishing related results as needed.
oUpdate the system and all information (contracts, personal information, all invoices and also update the payroll time) using MS Access and MS Excel.
Administrative assistant (Accounting Clerk) Oct 2015 – March 2016
The Ministry of the Attorney General (Office of the Public Guardian and Trustee) (Canada)
oExtract data and information, using TAMS system, for the agents (accountants, account payable agents and Help colleagues to work on projects
oManaging the daily office operations (Receive, prepare and send out couriers via Purolator) and coordinating the agenda;
oManaging, preparing all invoices (Using TAMS) and Summarize all activities (What we received and what we sent to the Head Office)
oPerforming document and file management functions, including e-filing;
oPhotocopying, faxing, and scanning documents; Do Bookkeeping;
oReceive, manage and file all check, bills and bank statements for the accountants. Welcome and serve customers
oReceive incoming mail, Stamp and send outgoing external mail and ensure shredding is picked up every week.
oDo Record Management and Government reporting (do report for the office and the head office)
Computer agent (Bus-pass) July 2014 – Oct 2014
SFUO (Students Federation of University of Ottawa) (Canada)
oWelcome student and ask for his/her ID.
oCheck student's ID and search student number in computer to ensure that they charged full time for fall and winter semester.
oTake student's picture, print the card and stick a holographic overlay sticker.
oCustomer service.
Team leader May 2013 – Sept 2013
Housing Service of University of Ottawa (Canada)
oSupervise employees and work as a team to ensure that the work meets the level of service established in the contracts and perform administrative assistant duty.
oGive the contractor access to the workplace and to ensure that the code of conduct access is respected.
oTake corrective action to ensure that the quality of work meets the quality criteria established
oInform students of any work performed in their residence.
oReceptionist (using Excel and Word) and customer service, respond to phone calls.
Financial Agent April 2011 – Feb 2011
University of Ottawa Financial Service (Canada)
oConduct data mining in order to extract financial data and prepare financial analysis and reports.
oProvide administrative and financial support to all financial and analyst officers.
oInput data in the financial system (FAST) and made some analyzes.
oCreate new files for money transfers or student loans and closed old files.
oManage student account and make sure all their school fees were paid.
oReply or send emails and respond to incoming calls (Customer Service)
oRecord management and Bookkeeping (using Excel and Word)
oHelp colleagues to work on projects and perform administrative duty.
oPerform report duty for the office supervisor
Administrative assistant April 2010 – Nov 2010
MOOV Cote d’Ivoire (Telecommunication network) (In Ivory Coast)
oProvide quality support staff (the marketing agents, financial agents)
oAssist staff in the development and decision-making on new projects.
oTake care of administrative tasks (send e-mail, fax, scan, make copies of certain documents).
oProvide information to customers and help them solve their problems
oAnswer incoming calls to provide information and promote new products.
oResponse to customer questions regarding new products.
oHelp in promoting new products.
oSale products (SIM cards, phones) and perform customer service tasks.
RELATED SKILLS
oAdvanced knowledge of Microsoft Word (over 9 years), Excel (over 7 years), Outlook, MS Access, Internet (over 10 years).
oLeadership, quality of interpersonal communication and interpersonal skill. Ability to work under pressure, to multitask.
oKnowledge of risk and portfolios concepts, knowledge of bank products (RRSP and TFSA), basic knowledge of SAP system and BLOOMBERG.
oGood experience in customer service (3 years of experience), call center, administrative environment (3 years of experience) and solid understanding of the financial services industry. Knowledge in bookkeeping (using Microsoft Excel).
oExperience working with electronic document and records management system Experience working with MS Word and Excel Experience in minute-taking
oCan work well independently, with minimum supervision, but can also contribute to a team project work group and ability to conduct data mining
oVery good experience in supervising staff; administrative and professional support experience
oBilingual (French and English)
oI hold a SECURITY CLEARANCE
REFERENCES UPON REQUEST
Contact this candidate