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Professional Resume
Miss. Hellen Wilkinson
Hamilton
289-814-0478
 
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Objectives |
To obtain a challenging position within a Christian Organization that will provide me with the opportunity to use my already acquired experience, in either of the areas of finance, management, administration and/or theological training.
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Education |
McMaster Divinity College
Hamilton, Ontario
Masters of Theological Studies, Expected Graduation May 2013
• Awarded, The Horace West Bursary for maintaining a high standard of academic work (2011-2012)
York University
North York, Ontario
Bachelor of Arts Degree − Economics, 2000
Humber College
Toronto, Ontario
Diploma in Business Management – Financial Services,(Dean's List)1997
• Awarded, President’s Medal for outstanding academic achievement and contributing to school life (1997)
• Awarded, President’s Letter for highest honor grade semester 2 (1996)
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Experience |
MD MANAGEMENT LTD – Mississauga, Ontario, 2007 – 2011
Client Assistant – IIROC Licensed
• Responded effectively to all inquiries from existing and prospective clients concerning account administration and MD products and services, via fax, telephone, or email
• Received and served clients in coordination with Consultants, and handled requests in Consultant’s absence
• Assisted Consultants with proactive client contacts via outbound calls ensuring that clients were met with on a semi-annual/annual basis and that Consultants’ in-house/road-trip schedules were fully booked
SAXON MUTUAL FUNDS – Toronto, Ontario, 2004 - 2007
Licensed Customer Service Representative (IIROC)
• Handled numerous incoming calls/correspondence from current and prospective clients and representatives on a daily basis
• Maintained a daily follow-up system for inquires, trades, complaints and problem resolution to ensure that established service standards were met
• Obtained deficient “Know Your Client” information in new and existing accounts, ensuring orders were suitable against client’s KYC
MANULIFE FINANCIAL – Toronto, Ontario, 2000 - 2004
Customer Service Associate II
• Responded to telephone enquiries from brokers and policy holders on a daily basis
• Inputted trade orders received via fax or telephone from brokers to database
• Performed financial transactions including loans, surrenders and partial withdrawals
• Generated fund performances and rate of return statements on variable financial products
• Provided training to junior customer service associates on products and services
Volunteer Experience
• Telephone Prayer Counselor, Crossroads Christian Ministries, 2006-Present
• Youth Ministry Leader, Kingdom Covenant Ministries, Mississauga, 2010-2012
• Young Adult Leader, Kingdom Covenant Ministries, Mississauga, 2007-2010
• Youth Mentor, Kinark: Syl Apps Youth Centre, Oakville, 2009-2011
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Skills/Interests/Awards |
• Over 10 years of experience within the Financial Services Sector
• Bachelor of Arts in Economics and Diploma in Business Management - Financial Services
• Specialize in preparation of financial statements, A/P and A/R, journal entries, bank reconciliations, cash flow statements
• Expertise in planning, organizing, directing, and evaluating documents
• Strong customer service and time management skills, good at prioritizing tasks and responsibilities to meet deadlines and commitments
• Ability to network, develop and manage relationships
• Demonstrated interpersonal skills, attentive listening skills and strong communication/presentation skills
• Adaptable and able to work in a dynamic, fast paced, result driven environment
• Experienced in MS Word, MS Excel, MS PowerPoint and Outlook
• Working knowledge of Consultative Sales model
Interests
Travelling
Reading
Music
Movies
Family
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Last Updated 2013-03-05 14:44:55 |
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