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Sana B. | Elance
 
176985602337900
Last Sign-in: Feb 17, 2014

Sana B.

Expert banker and administrator
   Canada
  |   toronto, on

Overview

Minimum Hourly Rate $16

I live in Toronto, Canada.I'm working for a reputable financial institution as financial representative.

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Skills (6)

Tested
Accounting
Data Interpretation
English Grammar
French
General Office Skills
Office Skills Test
My Score
avg
Passed
Knowledge of Microsoft Office

Service Description

OBJECTIVE: To obtain a position within a company, this will allow me to grow as an integral member of an effective team, utilizing my skills and abilities.

PROFILE: Certified with Canadian Securities Course ( CSC ) from CSI.
• Accredited with the Investment Fund In Canada (IFIC) from Institute of Canadian Bankers.
• Working knowledge in banking and financial sector.
• Able to work under pressure in fast paced and time sensitive environments.
• Strong ability to learn quickly, adapt to new situation and work well in team

CORE COMPETENCIES:Proven leadership & team building management skills
• Able to multi-task, excellent interpersonal and time management skills to meet deadlines
• Strong verbal and written communication skills
• Positive attitude, self-motivated and hard worker
• Capable of meeting deadlines and demands
• Professional, organized and detail oriented

Financial Service Representative

• Accurately capture and validate clients’ personal and financial information, ensuring all documentation is completed in accordance with policies and procedures.
• Plan daily and weekly activities to achieve business targets.
• Making calls and booking appointments with clients based on leads to ensure client needs are met.
• Authorize sales and service transactions and act as joint custodian for cash and securities.
• Encourage clients to achieve their goals through long and short term investments.
• Managing mutual fund accounts to help clients attain their...

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Overview  |  Job History  |  Resume/C.V.

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Sana B. | Elance

Sana B.