Varya Lapteva, Cfa

Varya Lapteva, Cfa Email and Phone Number

Executive Assistant @ Caldwell Securities Ltd.
toronto, ontario, canada
Varya Lapteva, Cfa's Location
Toronto, Ontario, Canada, Canada
About Varya Lapteva, Cfa

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.

Varya Lapteva, Cfa's Current Company Details
Caldwell Securities Ltd.

Caldwell Securities Ltd.

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Executive Assistant
toronto, ontario, canada
Employees:
37
Varya Lapteva, Cfa Work Experience Details
  • Caldwell Securities Ltd.
    Executive Assistant
    Caldwell Securities Ltd. Oct 2023 - Present
    Toronto, Ontario, Canada
  • Dermapure
    Client Care Associate
    Dermapure Apr 2014 - Present
    129 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.
  • Rbc Dominion Securities
    Associate
    Rbc Dominion Securities Nov 2014 - Oct 2023
    Toronto, Ontario, Canada
    Identify, 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.
  • Rbc Dominion Securities
    Administrative Assistant
    Rbc Dominion Securities Jul 2014 - Nov 2014
    Toronto, Ontario, Canada
  • Rbc Dominion Securities
    Student Intern
    Rbc Dominion Securities Sep 2012 - Apr 2014
    Winnipeg, Manitoba, Canada
  • Hrmam
    Chrp Registar Coordinator
    Hrmam Apr 2012 - Sep 2012
    1810-275 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)
  • Manitoba
    Child Abuse Registry Clerk
    Manitoba Nov 2011 - Apr 2012
    114 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

  • Cfa Institute
    Cfa Institute
    Passed Level 3 Exam
  • Canandian Securities Institute
    Canandian Securities Institute
    Completion Of Csc/Cph Courses
  • University Of Manitoba
    University Of Manitoba
    Finance, 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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