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Kelvin Leung

Kelvin Leung

Quality Control Technician

Followers of Kelvin Leung400 followers
location of Kelvin LeungToronto, Ontario, Canada

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  • Timeline

  • About me

    Client Advisor

  • Education

    • University of Toronto - Rotman School of Management

      2009 - 2013
      Bachleor of Commerce Finance and Economics

      Activities and Societies: Rotman Commerce Finance Association - Graduated with Bachelor of Commerce, 2013; Specialist in Finance- Finance Coordinator at HKS-UT, 2011-2013- Production Director at UTCDS, 2011-2012

    • University of Toronto

      2009 - 2013
      BCom Finance and Economics

      Activities and Societies: University of Toronto Chinese Debate Team Hong Kong Student - University of Toronto B-Com 2013 - Finance and Economics Specialist

  • Experience

    • Samtack Inc

      May 2010 - Sept 2010
      Quality Control Technician

      Products Inspection, quality checksCustomer serving

    • Manulife Financial

      Jun 2012 - Sept 2012
      Underwriter Assistant

      • Maintained and updated client information system regularly• Contacted insurance and medical providers for proper billing codes• Coordinated admission processes and prepared medical records and agreement packets

    • National Bank of Canada

      Jan 2013 - Aug 2013
      Administrative Assistant

      - Provides administrative and operational support to investment advisors for business development, including opening accounts, making bank deposits, transferring funds, making RSP & RIF contributions and withdrawals- Acts as administrative link between various operational department to response to client’s request- Coordinates and interacting with the Montreal Project Team on the Repapering Project across the GTA region- Review client portfolios; Updating NAAF, General Accounts & Agreement and other related documents for client Show less

    • National Bank Financial

      Aug 2013 - Jun 2014
      Coordinator

      - Independently working on the Integration project for the Greater Toronto Region by repapering Advisor teams’ clients, updating client information and mailouts- Assist with daily administration of client files for missing documentation - Review statistics and progress of the project under management

    • RBC

      Jul 2014 - Jul 2015
      Client Advisor

      - Provides and process day to day banking needs for retail customers- Answers questions and troubleshoot problems related to customers' banking inquiries- Provide and promotes new banking products to aid customers financial needs at their best interest- Perform as alternative branch operator on cash management, including business service and PTB/ATM inquiries

    • BMO Financial Group

      Jul 2015 - now
      Associate

  • Licenses & Certifications

    • Canadian Security Course

      CSI Global Education Inc.