Elizabeth Farquharson

Elizabeth Farquharson Email and Phone Number

Providing operations and customer support for RetireRite Financial Strategies, a top financial services firm. @ RetireRite Financial Strategies Inc
Elizabeth Farquharson's Location
Midhurst, Ontario, Canada, Canada
Elizabeth Farquharson's Contact Details

Elizabeth Farquharson work email

Elizabeth Farquharson personal email

n/a
About Elizabeth Farquharson

Experienced Operations and Client Services Support Associate with a demonstrated history of working in the financial services industry, with a focus on investments, life insurance and living benefits. Fully bilingual (French/English) with a Bachelor of Arts (B.A.) focused in Translation from York University - Glendon College, and an advanced skillset using the Microsoft Office suite of software.

Elizabeth Farquharson's Current Company Details
RetireRite Financial Strategies Inc

Retirerite Financial Strategies Inc

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Providing operations and customer support for RetireRite Financial Strategies, a top financial services firm.
Elizabeth Farquharson Work Experience Details
  • Retirerite Financial Strategies Inc
    Client Services Associate
    Retirerite Financial Strategies Inc Mar 2024 - Present
    Barrie, Ontario, Canada
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  • Canada Life
    Advisor Support Associate
    Canada Life Apr 2021 - Mar 2024
    Barrie, Ontario, Canada
    View
  • Freedom 55 Financial
    Marketing Associate
    Freedom 55 Financial Aug 2012 - Apr 2021
    Manage customer relationships, process insurance and investment applications, premium payments and policy changes, book client appointments, data enter mortgage applications and rate holds, maintain advisors' schedules, book travel arrangements, support the Regional Director with sales campaign initiatives, including tracking campaign results and organizing events, support the Regional Operations Manager with various in-house initiatives.
    View
  • Freedom 55 Financial
    Administrative Associate
    Freedom 55 Financial Feb 2009 - Aug 2012
    View
  • Tab
    Business Development Specialist
    Tab Feb 2008 - Jan 2009
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  • Tab
    Bilingual Sales Support And Paper Product Specialist
    Tab Oct 2006 - Feb 2008
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  • Tab
    Bilingual Customer Service Representative
    Tab Nov 2005 - Oct 2006
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  • Coopervision
    Bilingual Customer Service Representative
    Coopervision May 2002 - Sep 2005
    View

Elizabeth Farquharson Skills

Bilingual Customer Service Office Administration Microsoft Excel Microsoft Office Powerpoint Microsoft Word Multi Tasking Event Planning Term Life Insurance Life Insurance Investments Residential Mortgages Mutual Funds Segregated Funds Database Administration Business Development Translation Appointment Scheduling Accurate Data Entry Salesforce.com Administration Insurance Time Management Social Media

Elizabeth Farquharson Education Details

  • York University - Glendon College
    York University - Glendon College
    Translation

Frequently Asked Questions about Elizabeth Farquharson

What company does Elizabeth Farquharson work for?

Elizabeth Farquharson works for Retirerite Financial Strategies Inc

What is Elizabeth Farquharson's role at the current company?

Elizabeth Farquharson's current role is Providing operations and customer support for RetireRite Financial Strategies, a top financial services firm..

What is Elizabeth Farquharson's email address?

Elizabeth Farquharson's email address is el****@****ial.com

What schools did Elizabeth Farquharson attend?

Elizabeth Farquharson attended York University - Glendon College.

What are some of Elizabeth Farquharson's interests?

Elizabeth Farquharson has interest in Music, Sports, Reading.

What skills is Elizabeth Farquharson known for?

Elizabeth Farquharson has skills like Bilingual, Customer Service, Office Administration, Microsoft Excel, Microsoft Office, Powerpoint, Microsoft Word, Multi Tasking, Event Planning, Term Life Insurance, Life Insurance, Investments.

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