Marino Mogan

Experience

• 

  Scotiabank

  Jan 2017 - May 2017

  Tax Administrator

  • Meet with clients to gather information needed to prepare T1 returns • Bill clients and reconcile fee statements as files are completed • Work in fast passed environment and in teams to complete services depending on changing deadlines• Deposited tax returns, remittance vouchers, and cheques to CRA on behalf of clients • Kept track of billing hours to be updated to master file at later time• Attained and maintained clients using the CRM module

• 

  White Picket Fence Accounting & Taxation Service

  Mar 2018 - now

  Tax Preparer

  volunteered at centennial college student tax service clinic

• 

  Oswa Tax Solutions

  Mar 2018 - now

  Tax Preparer

  - prepare T1 Tax returns for clients while gaining valuable industry experience- provided individualized services based on customer needs

• 

  BMO Financial Group

  Oct 2018 - now

  Personal banking, Personal lending, short /long term investment advise & commercial everyday banking needs - Handle customer relations in a friendly manner and in accordance with the company policies- Earned management trust by assisting in the daily opening and closing activities of the bank - Work efficiently with team members to ensure lineups were kept short while maintaining customer satisfaction - work closely with financial service managers to ensure clients receive maximized value

  • Personal Banker

    May 2021 - now

  • personal banking associate

    Feb 2020 - May 2021

  • Customer Service Representative

    Oct 2018 - Feb 2020

  • Customer Service Representative

    Oct 2018 - Feb 2020
• 

  11745301 Canada Inc

  Nov 2019 - now

  Business Owner
• 

  A2Z Corner Inc

  Nov 2019 - now

  Owner
• 

  12905892 Canada Inc.

  Apr 2021 - now

  Business Owner