

- Location
- Mississauga, Ontario, Canada
- Portals
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Vancouver, British Columbia, Canada
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Skills
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)