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Вероніка

Personal assistant

Рассматривает должности:
Personal assistant, Executive assistant, Investment Operations Manager, Operations manager, Accountant, Account manager, Специалист по вводу данных
Возраст:
28 лет
Город проживания:
Одесса
Готов работать:
Львов, Одесса, Удаленно

Контактная информация

Соискатель указал телефон , эл. почту и LinkedIn.

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Veronika Yurchenko
Tel: [открыть контакты](см. выше в блоке «контактная информация»)
Email: [открыть контакты](см. выше в блоке «контактная информация»)
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

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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
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Interior Design Show 2020, Toronto, Canada
Volunteer
January 2020
Vyshivankoviy Fes val, Odesa, Ukraine
Volunteer
August 2019

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