This document contains Jennifer Wheeler's resume. It summarizes her personal and contact information, education history, work experience, skills, and availability of references. Jennifer is looking for full-time employment and has over 5 years of experience in retail sales, customer service, and administrative roles. Her most recent role was as a Mutual Funds Administrator for an investment services company where she processed paperwork and transactions.
1. Jennifer
Janet
Wheeler
Date
of
Birth:
November
11th,
1991
Address:
#13,
Rio
Yang-‐Tse,
Apartment:
501-‐D,
Colony:
Cuauhtémoc,
Delegation:
Cuauhtémoc,
Postal
Code:
06500
(Cell:) (55) 5962-5243
Wheelerjenniferj@gmail.com
(Tel:) (55) 3976-1636
OBJECTIVE/OVERVIEW
I am looking to obtain full-time employment in an office or service based
environment. I have excellent customer services skills and thrive in a fast paced
working environment. I am a highly motivated individual and would consider myself
a strong team player. If given the opportunity, I can ensure you I am determined to
excel and further the success of your business.
EDUCATION
Terry Fox High School
(Graduated 2009)
• Successfully obtained high school diploma
Douglas College
(September 2009 – June 2012)
• Completed courses in the OADM Administrative Assistant Certificate
Program
• Completed courses in English, Psychology, Philosophy, and Sociology
SKILLS AND QUALIFICATIONS:
General Skills:
• Excellent oral and written communication skills
• Hardworking and motivated
• Enjoy working in a fast-paced environment
• Experienced working on an hourly + commission based wage
• Quick learner
• Determined to excel
• Leadership skills
• Honest, punctual, and reliable
• Dedicated and willing to take on any type of challenge
• Knowledge of Microsoft Word, Excel and Access
• Average typing speed of 55 WPM
Languages:
• Fluent native English
• Advanced knowledge of Spanish
2. Jennifer
Janet
Wheeler
Date
of
Birth:
November
11th,
1991
Address:
#13,
Rio
Yang-‐Tse,
Apartment:
501-‐D,
Colony:
Cuauhtémoc,
Delegation:
Cuauhtémoc,
Postal
Code:
06500
(Cell:) (55) 5962-5243
Wheelerjenniferj@gmail.com
(Tel:) (55) 3976-1636
WORK EXPERIENCE:
Phillips Hager & North Investment Services/Management (an
operating division within RBC Global Asset Management Inc.)
(September 2014- September 2015)
Position: Mutual Funds Administrator, Client Services Department (Cheque
Production, New Accounts & Keying Trades)(Full Time)
Location: Vancouver, British Columbia, Canada
• Received & reviewed paperwork sent in by clients for suitability and errors,
returned incomplete items to the Client Care department/ Advisors.
• Facilitated the opening of the following account types: Tax Free Savings
Accounts, Registered Education Savings Plans, Registered Retirement Savings
Plans, Registered Retirement Income Funds, Corporate Accounts, Cash
Accounts, In Trust For Accounts and Social Housing Accounts.
• Reviewed the following types of documentation and/or forms and processed
them accordingly: Resolution of Directors, Information Request Authority,
Limited Authority, Full Transaction Authority, Legal Name Change, Address
Change, Legal Power of Attorney, Enduring Power of Attorney, General
Power of Attorney, Limited Power of Attorney.
• Worked as part of the back office team to ensure a high degree of a
accuracy and to reach team goals in a high pressure environment
• Held title of “Cheque Production” which entailed printing and reviewing
various reports for errors, correcting errors and sending for approval from
management.
• Sent Reports to RBC headquarters for processing (via RBC Express & email)
• Responsible for printing and uploading cheques.
• Responsible for certification of cheques
• Responsible for reviewing, sorting and attaching cheques with the appropriate
paperwork, ensuring it is delivered to the mailroom in a timely fashion before
deadlines.
• Responsible for sending the daily disbursement to RBC
• Responsible for sending outgoing wires CAD and USD
• Experience using the program RBC Express
• Experience using the program Onyx
• Experience using the programs Unitrax GUI & TUI
• Experience working closely with management to meet deadlines
• Acted on instructions from clients and advisors processing trades of varying
dollar amounts including high dollar amount transactions.
• Database maintenance and clean up
• Developed a strong ability to recognize the task at hand, prioritize and
accordingly
3. Jennifer
Janet
Wheeler
Date
of
Birth:
November
11th,
1991
Address:
#13,
Rio
Yang-‐Tse,
Apartment:
501-‐D,
Colony:
Cuauhtémoc,
Delegation:
Cuauhtémoc,
Postal
Code:
06500
(Cell:) (55) 5962-5243
Wheelerjenniferj@gmail.com
(Tel:) (55) 3976-1636
Rodan Management Ltd. (Rodan Jewellers/ Pandora)
(November 2011-November 2013, September 2014- August 2015)
Position: Senior Sales Associate (Part & Full time)
Location: Coquitlam & Burnaby, British Columbia, Canada
• Assisted customers with jewelry purchases and product knowledge
• Retained knowledge of various loss prevention techniques
• Maintenance of the sales floor, keeping the store presentable, neat and orderly
• Handled opening and closing procedures along with inventory
• Experience working with sales targets and variable targets
• Handled cash, credit and interact transactions in a timely manner
• Assisted with store campaign changes along with visual merchandising
Buffalo David Bitton
(April 2010-November 2011)
Position: Key-holder/Visual Merchandiser (Part & Full time)
Location: Coquitlam, British Columbia, Canada
• Opening and closing procedures, closing ratio sheets, traffic procedures
• Supervising and efficiently managing the team members
• Markdowns, inventory, store transfers and stock
• Morning and nightly e-mails, operating the phone
• Experience working with Microsoft Outlook, Word and Excel
• Cash transactions, exchanges and returns according to company policy
• Loss prevention techniques & excellent customer service
• Store visual flips, ensuring and maintaining the visual standards are followed
• Experience working with sales targets and variable targets
•
Value Village
(July 2008-April 2010)
Position: Sales Clerk (Part & Full time)
Location: Coquitlam, British Columbia, Canada
• Obtained skills as cashier, easily dealing with difficult customers
• Fitting room, learning loss prevention techniques & customer service
• Maintenance of the sales floor, keeping the store presentable, neat and orderly
• Ability to think on my feet and actively engage myself when dealing with
conflicts and delegating tasks to complete with fellow employees
References available upon request