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Customer Service Financial Planning

Location:
Edmonton, AB, Canada
Posted:
August 15, 2023

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Resume:

Elizabeth Sango

Edmonton, AB. Canada. T*W

Email: adyyvh@r.postjobfree.com Mobile Tel: 825-***-**** Highlights of Qualifications

• Over 5 years’ experience in scheduling appointments, office routines and office administration

• Vast experience in preparation and interpretation of financial statements

• Knowledgeable about administrative policies, procedures, and financial/accounting functions

• Ability to maintain confidentiality and discretion

• Knowledge of collection related legislation

• Ability to communicate effectively in English

• Knowledge of collection processes and actions

• Customer focused, and Relationship driven

• Extremely motivated and goal-oriented

• Highly organized with the ability to multitask and prioritize effectively

• Strong written and verbal communicate skills

• Excellent problem solving and decision-making skills to meet tight deadlines

• Proficient in the use of Microsoft Office, Google Docs, Gmail and PeopleSoft PROFESSIONAL EXPERIENCE

Office Administrative Personnel/Salesperson 2017 - Present Opulence Global Spreading, Ontario Canada

• Coordinated store operations and daily activities

• Initiated new products projects and set up project teams

• Greeted customers and provided great customer service

• Answered questions regarding the products and its merchandise

• Received and processed cash and credit payment

• Maintained store appearance and ambiance

• Maintained order and cleanliness of shelves and counters

• Met customers at the entrance and greeted and provided them with shopping bags or cart

• Cleaned entrance doorways and made sure everything was in order Energy Aluminum, Plateau State, Nigeria 2012-2014

Administrative officer/Customer Service Officer

• Schedule and confirm appointments

• Type and proofread correspondence

• Answer telephones and electronic mails

• Compile statistics, information, data, reports presentations

• Rendered customer services

• Received phone calls on behave of the company

• Rendered customer support over the phone

• Supported investment professionals to cultivate client relationships

• Prepared financial plans and check their accuracy

• Maintain office inventories and supplies

• Responded to prospective customer queries about financial planning

• Assisted in the development plans for the company

• Organize and coordinate seminars and conferences

• Computerized fillings and software installations

• Offered subject matter expertise to fellow Financial Advisors

• Maintained awareness of latest legislative changes that may affect financial planning MTN (VODAFONE) Nigeria Communications 2011 - 2012

Financial Operations, Analyst. Business Support Unit, Finance Dept.

• Produced daily systems statistics and reports

• Developed and responded to documents for the office

• Reported Operations status to database admin

• Assisted in providing technical directions

• Ran daily financial transactions

• Managed Petty Cash

• Posted of Petty cash expense on the Company Financial System (IFS), Oracle

• Prepared budget and analyzed data for management Datalinks Plc

• Project Management coordinator

• Software installation and financial assets management

• Presentation of documents on Microsoft PowerPoint, word, excel and project

• Using computer software to create needed graphics

• Taking notes at meetings while participating

• Communicating with clients to get direct feedback

• Conflict resolution among team members

• Filing report to top management

Training (2012)

• Basic Accounting

• Basic Credit

• Customer Service Excellence Foundation

• Basic Marketing and Selling Skills

• Business Writing and Communication

• Data communications & Networking

• Database Management Administration

Education

Post-Graduate Diploma in Public administration 2020 - 2022 Benson Idahosa University, Benin, Edo State

B.SC. Social Work & Administration 2006 - 2012

University of Jos, Nigeria

National Certificate in Education 1999 - 2002

Federal College of Education

Zaria, Nigeria

Certificate in Microcomputer Operation Management 2004 Quantum Computer Institute,

Jos, Nigeria

References: Available Upon Request



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