Motivated and detail-oriented Commerce student at McMaster University with a strong foundation in finance, customer service, and relationship management. Experienced in handling financial transactions (3+years), assisting clients with inquiries, and delivering personalized service in fast-paced environments. Adept at problem-solving, guiding customers through digital banking tools, and ensuring compliance with financial regulations. A quick learner with strong communication skills, committed to building trust with clients and providing tailored financial solutions.
Tax Volunteer - Canada Revenue Agency (CRA) | January 2024 - May 2024
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Provided tailored support to low-income earners and elderly clients, ensuring accurate tax preparation and timely filing while adhering to regulatory guidelines.
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Safeguarded confidential documents such as income statements, identification records, and tax forms, implementing secure storage practices, access controls, and strict adherence to privacy regulations throughout the tax preparation process.
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Built strong rapport with clients from diverse backgrounds, providing personalized support and clear communication to ensure a seamless and reassuring tax preparation experience