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Вероніка
Personal assistant
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Tel: [
Email: [
Loca on: Odesa, Ukraine
Languages: English (fluent), Ukrainian (na ve)
PROFILE
Organized and detail-oriented professional with experience suppor ng teams and leadership in fast-paced, client-
focused environments. Skilled in managing day-to-day opera ons, handling documenta on, and ensuring accuracy and
efficiency in all tasks. Adaptable and proac ve, with strong communica on skills and a commitment to delivering high-
quality results across dynamic business se ngs.
PROFESSIONAL EXPERIENCE
Assistant
Richardson Wealth, Canada
October 2023 – May 2025
Onboarded new clients, prepared documenta on, secured signatures, and inpu ed client data into internal
systems
Opened and maintained accounts, processed transfers, and updated client records (KYC, IPS)
Performed client account setups and updates while ensuring compliance and accuracy
Maintained regular communica on with clients regarding account processes and service updates
Advisor Service Representa ve
Richardson Wealth, Canada
May 2023 – October 2023
Managed support cke ng system (OTRS), escalated issues, and ensured mely follow-ups
Processed transfer-out fees and reimbursements
Approved internal requests through the uDirect system
Opera ons Service Representa ve
Richardson Wealth, Canada
January 2023 – May 2023
Handled returned mail and coordinated with financial advisors’ teams to update address records
Supported internal teams by retrieving and rou ng client documents
Assisted with document handling and internal system updates
Page 1 of 3
New Accounts Representa ve
Richardson Wealth, Canada
September 2022 – January 2023
Prepared and verified client documents for onboarding packages
Ensured accurate data collec on and mailing logis cs for new accounts
Accountant
VNV Logis cs Express, Canada
November 2020 – February 2022
Prepared and issued invoices, statements, and related financial documents while maintaining accurate
electronic and physical records
Communicated with customers regarding payments and coordinated invoice submissions to the factoring
company
Processed and recorded payments, expenses, and payroll for employees and subcontractors
Maintained various company records and performed data entry to support daily opera ons
EDUCATION
Diploma in Tourism and Hospitality Management
George Brown College, Toronto, Canada
September 2018 – April 2020
Bachelor’s Degree in Tourism
Odesa Na onal University of Economics, Odesa, Ukraine
September 2015 – June 2020
Canadian Securi es Ins tute
Canadian Securi es Course, online
2024
VOLUNTEERING & COMMUNITY INVOLVEMENT
Shevchenko Museum, Toronto, Canada
Volunteer Organizer & Event Support
October 2022 – February 2023
Ukrainian Newcomer Assistance, Toronto Pearson Airport
Volunteer
Summer 2022
Ar st Project 2020, Toronto, Canada
Volunteer
February 2020
Page 2 of 3
Interior Design Show 2020, Toronto, Canada
Volunteer
January 2020
Vyshivankoviy Fes val, Odesa, Ukraine
Volunteer
August 2019
Page 3 of 3
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Considering positions: Менеджер, адміністратор, Менеджер з логістики, Диспетчер, 3 more positions
Odesa, Remote
Вероніка Юрченко Тел.: Ел. пошта: Місце проживання: Одеса, Україна Мови: англійська (C1), українська Відповідальна та організована спеціалістка з досвідом роботи у сфері клієнтського сервісу...
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