Tommy Kao
Administrative Assistant at Winter Financial - IG Wealth Management- Claim this Profile
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Bio
Experience
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Winter Financial - IG Wealth Management
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Canada
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Financial Services
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1 - 100 Employee
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Administrative Assistant
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May 2023 - Present
• Process financial trades for clients • Correspond with clients via phone and email • Create, modify, and complete tasks in Salesforce system • Accurate collection of client information and distribution to appropriate parties while maintaining confidentiality • Completing forms/sending DocuSign's • Process financial trades for clients • Correspond with clients via phone and email • Create, modify, and complete tasks in Salesforce system • Accurate collection of client information and distribution to appropriate parties while maintaining confidentiality • Completing forms/sending DocuSign's
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INVISTA
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United States
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Human Resources Services
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1 - 100 Employee
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Packaging Technician
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May 2022 - Aug 2022
• Proficient in company software • Supervising daily sampling of product to ensure quality • Daily maintenance check of all equipment being used • Shift work, rotating between 12 hour day and night shifts • Conduct start up, in process and finished product quality testing based on standards • Identify issues, determine the cause, and work with maintenance • Proficient in company software • Supervising daily sampling of product to ensure quality • Daily maintenance check of all equipment being used • Shift work, rotating between 12 hour day and night shifts • Conduct start up, in process and finished product quality testing based on standards • Identify issues, determine the cause, and work with maintenance
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Manager
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Sep 2015 - May 2022
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Education
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University of Ottawa
Bachelor of Social Science, Honours in Economics -
Kingston Collegiate and Vocational Institute
Ontario Secondary School Diploma