Joseph Yoosefi
Joseph Yoosefi
Learner
(1)
8
Location
Mississauga, Ontario, Canada
Portals

Skills

Artificial intelligence 2 Business metrics 2 Machine learning 2 Performance metric 2 Resource efficiency 2 Sensor data 2 Sensors 2

Socials

Achievements

Latest feedback

Recent projects

Work experience

Administrative Assistant
No Interest Investments/Global Maxfin Investments Inc.
Mississauga, Ontario, Canada
September 2022 - Current

- Supported over 1,500 client accounts across seven provinces, specializing in RRSP, TFSA, RESP, and high-net-worth clients, improving client satisfaction and operational efficiency.

- Analyzed KYC and Personal Financial Review data, calculated financial ratios, and supported Financial Advisors in creating personalized strategies, enhancing client satisfaction by 15%.

- Streamlined mutual fund trade reconciliation processes, reducing processing time by 25% and ensuring compliance.

- Utilized tools like Snap Projection, Excel, Zoho CRM and Adobe Acrobat to optimize account management and administrative workflows.

Education

BBA, Finance
Schulich School of Business
September 2024 - May 2028

Personal projects

Researcher - York Finance Club
January 2025 - Current

- Enhanced speed and proficiency in excel by learning valuable shortcuts, formulas and functions

- From scratch, created a Company Overview, Income Statement, Company Comparables Analysis and Discounted Cash Flow Model on Visa (NYSE:V)