Tracy Tawil

Experience

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  Doroob_sa

  Jun 2018 - Sept 2019

  Design for Change Summer Course Facilitator/ Instructor at Ignite Centers
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  Dar Al-Hekma University

  Sept 2018 - May 2020

  • Student Employment - Marketing and public relations Assistant

    Sept 2019 - May 2020

  • Student Council Event Executive

    Sept 2018 - Sept 2019
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  OET

  Jan 2019 - Mar 2021

  Occupational English Test (OET) Registrar, Invigilator, & Ushering

  Carrying out registration verification procedures, invigilator for candidatesundergoing the OET exam and ushering

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  THEMAR - ثمار

  Feb 2021 - Aug 2021

  - Develop and utilize spreadsheets and databases.- Preparing files and maintaining records & documentation.- Interpretation of large data sets to decipher clear messages and visuals.- Networking & forming connections for company’s operations.- Oversee strategic business initiatives through successful execution under the guidance of senior leadership and departmental heads.- Assist & communicate with executives in decision-making, program management, and initiative implementation.- Developed and presented financial statements of offline services (income statement, balance sheet and cash flow statement) Show less

  • Executive Assistant

    Apr 2021 - Aug 2021

  • Executive Assistant

    Feb 2021 - Apr 2021
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  Swiss Hospitality Company

  Aug 2021 - Nov 2021

  Business Analyst

  - Generating project proposals & recommendations for partners/ clients.- Build & monitor financial models in alignment with SP team and financial controller.- Review CRM of projects & requirement & functional specifications to guide project execution.- Evaluate & identify areas of improvement & implemented solutions for project efficiency.

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  HungerStation | هنقرستيشن

  Nov 2021 - Nov 2022

  Sales Account Manager

  - Manage & optimize B2B relationships, sales performance & KPIs with 200 partners.- Perpetually overachieving a monthly target of 107K CAD.- Negotiating contracts and providing new services & products to partners.- Initiate & execute co-branding marketing campaigns & analyzing post campaign Failure Rate,Conversion Rate & Reorder Rate generating pipeline reports and dashboards.- Manage data for all partners using Salesforce.

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  Infinite Banking Canada

  Nov 2023 - Jul 2024

  Administrative Assistant

  Canadian Wealth Creation Center - IBCWhere Wealth Cr​e​ation Meets Financial Freedom.Discover the freedom of financial control with Becoming Your Own Banker in Canada.- Communication specialist and scheduling between clients, advisors & admin/operations team.- Prepare, organize & maintain client financial reports, contracts & insurance forms [Term LifeInsurance, Whole life Insurance, Critical Illness Insurance, Disability Insurance].- Ensure all practices comply with financial & insurance compliance regulations. Show less

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  Banque Scotia

  Aug 2024 - now

  Investment & Personal Banking Specialist Trainee

  - Provide personalized financial advice to clients regarding investment options, personal banking solutions, and wealth management. - Assist clients in achieving their financial goals by offering tailored products and services, such as retirement planning, estate planning, and investment portfolio development. - Recommend appropriate investment vehicles, including mutual funds, fixed-income products, and equities, based on clients' risk tolerance and financial objectives.- Build and maintain strong relationships with clients to ensure long-term satisfaction. - Meet or exceed sales targets by identifying and pursuing new business opportunities. Show less