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Work experience

Executive Assistant to Financial Advisor

from 01.2024 to 12.2024 (11 months)
Financial Heights Inc., Інші країни (Фінанси, банки, страхування)

Winnipeg, Manitoba, Canada
- Served as the point of contact for clients, answering calls, emails, and inquiries, and ensuring they receive excellent customer service. Arranged and confirmed meetings between clients and the financial advisor, including preparation of relevant documents.
- Managed the financial advisor's calendar. Prepared and organised investment reports, and other client documents.Helped prepare portfolio reviews and performance summaries for clients.
- Maintained accurate and up-to-date client files.
- Assisted in setting up new client accounts, including completing necessary forms and gathering required documents. Input and organized client and financial data into the firm’s systems, ensuring accuracy and compliance. Ensured client accounts are up-to-date, including processing changes to personal information or investment preferences.
- Submitted, tracked and reported on client transactions.
- Assisted with ensuring that all client investments and financial strategies comply with regulatory standards, with KYC regulations and anti-money laundering procedures. Ensured that all client interactions and financial transactions are in compliance with Canadian financial regulations.

Project Assistant

from 11.2020 to 10.2022 (1 year 11 months)
"Municipal Water Infrastructure Project Chernivtsi, Phase 2 and 3", Чернівці (Chernivtsi) (International Project)

COWI/UTA team on the project: Consulting services for the Municipal Climate Protection Program II (accompanying measure for the project "Municipal Water Infrastructure Project Chernivtsi, Phase 2 and 3") financed by KfW.
- Managing Project’s meetings, workshops, preparation of Minutes of Meetings
- Supporting and establishing communication with Chernivtsivodokanal (CVK), Chernivtsi City Council (CCC) and other stakeholders
- Reporting: preparation of necessary inputs to the reports, translation, editing and final formatting of the reports.
- Searching and preparing the necessary information for international and local experts
- Assistance to Team Leader in coordination of data management and controlling timely deliverables of necessary information and reporting inputs from the team members
- Establishing, supervising and managing of filing system, document’s registration
- Translation of various documents (Contract Amendments, reports, letters), providing quality assurance of English/Ukrainian translation for all documents for the Project
- Providing of needed interpretation services during meeting
- Project office and all related facilities/equipment establishing, office management
- Executing of different tasks, set by Team Leader
- Coordinating and arranging site visits to CVK facilities for the experts
- Organizing trips for the experts
- Office budget administrating

Import manager

from 05.2019 to 11.2019 (6 months)
“Aroma Perfume” LTD, Чернівці (Оптова торгівля, дистрибуція, імпорт, експорт)

- International correspondence with suppliers and partners
- Negotiating with suppliers and partners
- Control of loading of vessels, trucks and their arrival to the customs office
- Verification and translation of shipping documents
- Preparation of documents for customs clearance
- Preparation of contracts, additional agreements, specifications
- Preparation and taking part in negotiations
- Search and preparations of the necessary information for the General Manager
- Translation of different documentation (French, English)

Personal assistant to CEO

from 12.2015 to 12.2017 (2 years)
“E S U” LLC, Київ (Телекомунікації, зв'язок)

- Managing CEO’s calendar and meetings
- Meeting visitors and partners, preparation for negotiations
- Searching and preparing the necessary information for CEO
- Preparation and presence at meetings, keeping minutes of meetings
- Controlling the execution of tasks by management of the company, set by CEO
- Daily report to CEO
- Preparation of financial reports, presentations for CEO for different meetings
- Preparation of company presentations
- Organization of quarterly meetings of the company's top management
- Translation of various documents (contracts, letters)
- Working with contracts and accounts in 1C
- Coordinating tender projects
- Organizing congratulations of partners for holidays
- Executing personal tasks, set by CEO
- Organizing trips for CEO (visa support, booking tickets, hotels)

Import manager + office administrator/secretary of director

from 04.2014 to 07.2015 (1 year 3 months)
“Cosmo Polymer Plus” LTD, Київ (Оптова торгівля, дистрибуція, імпорт, експорт)

- Control of loading of vessels and their arrival to the customs office
- Verification and translation of shipping documents
- Preparation of documents for customs clearance
- Preparation of documents for certification
- International correspondence with suppliers and partners
- Negotiating with suppliers and partners
- Preparation and signing of contracts, additional agreements, specifications
- Providing the necessary information for General Manager
- Meeting visitors and partners, preparation for negotiations
- Search and preparations of the necessary information for the General Manager
- Controlling and providing sustenance of the office
- Payment of bills
- Preparation of invitations for foreign citizens, visa support

Import manager + office administrator/secretary of director

from 03.2013 to 12.2014 (1 year 9 months)
“Keter” LTD, Київ (Оптова торгівля, дистрибуція, імпорт, експорт)

- Control of loading of trucks and their arrival to the customs office
- Verification and translation of shipping documents
- Preparation of documents for customs clearance
- Preparation of documents for certification
- Preparation of documents for veterinarian laboratory
- International correspondence with suppliers and partners
- Negotiating with suppliers and partners
- Searching for new suppliers
- Preparing and signing of contracts and additional agreements
- Providing the necessary information for General Manager
- Meeting visitors and partners, preparation for negotiations
- Searching and preparing the necessary information for the General Manager
- Controlling and providing sustenance of the office

Education

Kyiv Slavonic University

Organization management (customs business), Київ
Higher, from 2006 to 2011 (5 years)

Additional education and certificates

Courses of customs brokers (agents) and declarants

2012, 2 months

Chernivtsi music school №1

1996-2004

Knowledge and skills

• MS Excel
• MS Word
• Internet User
• MS Office
• MS PowerPoint
• 1С
• 1C
• MS Outlook
• Робота з оргтехнікою
• Пользователь Internet
• 1С:Підприємство
• Міні-АТС
• Google Docs
• Google
• QD Professional
• АТС
• SharePoint
• Мини-АТС

Language proficiencies

• English — advanced
• French — average
• Russian — fluent
• Ukrainian — fluent

Additional information

ACHIVEMENTS AND AWARDS:
2004 year: - I place at the Chernivtsi city student competition in French language
- I place at the Chernivtsi region student competition in French language
- III place at the Ukrainian national student competition in French language
2005 year: - I place at the Chernivtsi city student competition in French language
- I place at the Chernivtsi region student competition in French language
- II place at the Ukrainian national student competition in French language
2006 year: - I place at the Chernivtsi city student competition in French language
- I place at the Chernivtsi region student competition in French language


HOBBIES:
Learning foreign languages, dance classes, travelling, playing piano, handmade,
reading, visiting theatres and exhibitions.


PERSONAL QUALITIES:
Responsible, reliable, committed, honest, accurate in performing the tasks in time, capable in quickly learning and adapting to new working conditions, creative, possess good communication skills