Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
3
3
years of professional experience
Work History
Accountant
Groupe Conseil MCA
06.2018 - 06.2019
Identified legal tax savings and recommended ways to improve profits.
Found tax solutions to complicated tax issues or errors from incorrect tax filings.
Used accounting software to issue tax returns and prepare consolidated reports.
Collected and reported monthly expense variances and explanations.
Tracked funds, prepared deposits and reconciled accounts.
Provided journal entries and performed accounting on accrual basis.
Customer Service Representative
TD Bank
05.2017 - 09.2018
Developed strong product knowledge to provide informed recommendations based on individual customer needs.
Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
Contributed to sales growth by upselling products and services based on individual customer requirements.
Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
Processed customer service orders promptly to increase customer satisfaction.
Financial Representative
Investors Group Financial Services
05.2016 - 01.2017
Increased client satisfaction by providing comprehensive financial advice and personalized solutions.
Streamlined financial processes for improved efficiency and accuracy in portfolio management.
Developed tailored investment strategies to optimize clients'' long-term financial goals.
Ensured regulatory compliance with thorough documentation and diligent monitoring of transactions.