About Nita Yin:
- Proficiency with Microsoft office Suite (PowerPoint, Word, Excel)
- Knowledge of general office procedures
- Fast learner in a fast-changing environment
- Ensuring accuracy in preparing documents such as reports, presentations, invoices, tables, charts, files, etc.
- Greeting clients
- Handling cash, and tracking sales transactions
- Creating and processing transactions and trades
- Answering phone calls, emailing, faxing
- Scheduling appointments/meetings
- Filing, sorting and organizing
- Took courses such as Mutual Fund, Retirement Planning, Financial Planning, Life Insurance, Investment in Canada, Consumer Credit, and Individual Taxation, which provided assignments based on real-life situations.
- Analyzed securities and economy.
- Used Excel in performing client finance.
- Practiced presentation skills and professional communication skills.
- Graduated with a GPA of 3.96.
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