Varya Lapteva, Cfa Email and Phone Number
Energetic and highly motivated finance professional with a solid foundation in finance. Strong work ethic and enthusiasm to learn. Enjoys new challenges and high pressure situations. Previous work experience has indicated proficiency in working with various software programs such as Excel, Outlook and Microsoft Word. Strong customer service background and excellent teamwork skills. Flexible, reliable, and punctual with a positive attitude.Fluent in English and Russian.
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Executive AssistantCaldwell Securities Ltd. Oct 2023 - PresentToronto, Ontario, Canada -
Client Care AssociateDermapure Apr 2014 - Present129 Yorkville Ave., Toronto•Assist in getting client feedback on level of services delivered in order to improve on service delivery•Inform staff members of appointments that have been canceled by clients, and also alert staff members of the arrival of clients who come without prior appointments•Assist in developing promotional events, which focus on increasing the clientele of the spa•Manage the visitor register to keep record of people who visit the spa on a daily basis•Receive customer complaints and feedback and direct them to appropriate offices for resolution. -
AssociateRbc Dominion Securities Nov 2014 - Oct 2023Toronto, Ontario, CanadaIdentify, investigate, and resolve all client inquiries, administrative errors, etc.•Be a key support to the administrative activities and responsibilities of the team•Ensure trades are processed accurately and on a timely basis•Manage all aspects of account opening and documentation and maintain client cash flows and balances•Maintain records and files and attend client meetings as required.•Proactively assist with client management of appointments and scheduled meetings / calls•Assist other team members and continue to strengthen cross-business working relationships. -
Administrative AssistantRbc Dominion Securities Jul 2014 - Nov 2014Toronto, Ontario, Canada -
Student InternRbc Dominion Securities Sep 2012 - Apr 2014Winnipeg, Manitoba, Canada -
Chrp Registar CoordinatorHrmam Apr 2012 - Sep 20121810-275 Portage Avenue, Winnipeg, Mb• Assist Investigation and Discipline Committee in reviewing incidents in which CHRPs are alleged to have not followed the code of conduct• Provide support to the Recertification Committee, including assisting the review, approval and processing of certification renewals• Act as point of contact for all enquires from CHRPs, CHRP candidates and potential CHRPs regarding designation• Provide support and advice in policy development relating to the CHRP to the Executive Director to support the work of the CCHRA (Canadian Council of Human Resources Associations)
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Child Abuse Registry ClerkManitoba Nov 2011 - Apr 2012114 Garry Street, Winnipeg, Mb• Audit and verify applications for Child Abuse Registry review in accordance with government policies, regulations and legislation paying attention to detail• Data input and research in a database environment using high level of accuracy and fast typing skills• Perform administrative and clerical support functions such as scanning, faxing and filing documents using strong organizational skills
Varya Lapteva, Cfa Education Details
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Cfa InstitutePassed Level 3 Exam -
Canandian Securities InstituteCompletion Of Csc/Cph Courses -
University Of ManitobaFinance, General
Frequently Asked Questions about Varya Lapteva, Cfa
What company does Varya Lapteva, Cfa work for?
Varya Lapteva, Cfa works for Caldwell Securities Ltd.
What is Varya Lapteva, Cfa's role at the current company?
Varya Lapteva, Cfa's current role is Executive Assistant.
What schools did Varya Lapteva, Cfa attend?
Varya Lapteva, Cfa attended Cfa Institute, Canandian Securities Institute, University Of Manitoba.
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