Finnagen Nam Vu Email & Phone Number

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Toronto, Canada Area

Responsible for the timely and accurate resolution of client account problems, account processing and/or day-to-day services and call handling with Client Services. CS Service Excellence Representatives may be called upon to provide support to different departments to maintain high levels of service during peak transactional periods.

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Toronto, Canada Area

• Act as a liaison between IFDS and the adviser/dealer community on behalf of IFDS's Fund Company clients.
• Responsible for responding to inquiries from advisers and dealers
• Provide account and fund information and trade details.
• Compose letters of communication to inquire necessary information from brokers/dealers for trade requests that are not received in good order, and resolve problems daily.
• Assist and mentor new hires to be familiar with the company’s information systems.
• Efficient in researching relevant information to clarify client’s inquiries, resolve concerns and missing data.

Toronto, Canada Area

• Executed fund transactions of redemption and purchase
• Processed funds exchange and transfer transactions among dealers and clients
• Ensured appropriate funds are paid either by dividends or cash for different accounts
• Correctly set up new accounts for clients, nominee and intermediary institutions with information provided including personal information, tax types information, banking information, dealer/ rep information, dividend.
• Understood the concept of different tax types: RRSP, TSFA, RRIF, LIRA and so on

Mississauga, On

• Sheridan – Peer Mentoro Collect and compile statistics and feedback from student mentees and other participantso Greet students in centre and answer basic questionso Collaborate with Peer Mentors and staff from other.
• Library Services – Peer Mentoro Aid students for textbook lookups o Provide assistance to students via one-on-one Peer-matching, small group student assistance, virtual communities, emailo Respond to emails in a timely.

Mississauga, Ontario, Canada

• Managed event budget of $3400 through completing cost analysis, research and securing approval from Executive Vice President
• Accurately completed event expense statements utilizing Excel ensuring compliance with established procedures and policies
• Constantly kept in track with budget usage and operate within budget in order to cut down unnecessary loss and increase campaign efficiently
• Provided strategic direction and execution for awareness campaign and volunteer activities on-‐campus
• Worked with the Marketing department to develop detailed communication plans for awareness campaigns
• Collaborated with other Event Coordinators and Club Coordinators to integrate awareness campaigns into social activities and support awareness initiatives driven by students

Mississauga, Ontario, Canada

• Managed event budget of $8000 through completing cost analysis, research and securing approval from Executive Vice President
• Provided strategic directions for social events on‐campus
• Prepared detailed prior and post event reports for every month including event’s estimated cost, objectives, descriptions, prizes, pros and cons, and methodology
• Created and delivered surveys to gain student feedback
• Corresponded with Executive Vice President, Programming Manager and Marketing Department on promotion and execution of events
• Collected and analyzed precisely feedback, and reported to Executive Vice President, Programming Manager and Marketing Department

Ontario, Canada

• Planned, set up and organized events
• Worked independently and in group to promote events the most effectively
• Worked pub nights, day/night events, off-campus events, concerts
• Gathered and distributed prizes
• Worked with Senior Manager and Team Leads to organize roles and assignments for Sheridan Student Union Inc. approved events

Ontario, Canada

• Responsible for ensuring customer satisfaction, resolving customer complaints and addressing any questions or comments that customer might have
• Experienced in all areas of the store: use of POS system, food preparation and delivery
• Replenished supplies and maintained inventory
• Maintained cleanliness in food service area
• Managed the cash flow and assured money is balanced

Vietnam

Intermediate photography skillsResponsible for taking photos of graduations, portrays and landscapes.

Honours Bachelor Of Business Administration, Accounting

Three Year Accounting, Business Administration - Accounting

Mathematics

Activities and Societies: Event plannerAdvanced Courses: Mathematics, Physics and Chemistry Obtained average grade: 73% /100 % Given.