Josiah A.

Josiah A.

Followers of Josiah A.939 followers
location of Josiah A.Charlottetown, Prince Edward Island, Canada

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  • Timeline

  • About me

    Helping Professionals Build Wealth & Business Ownership in Finance | Licensed Insurance & Investment Advisor

  • Education

    • Charles dale memorial international school

      2008 - 2014
    • University of Prince Edward Island

      2017 - 2019
      Certificate/Diploma Public Administration

      Activities and Societies: Chief Event Coordinator - Society for International Students

    • University of Prince Edward Island

      2015 - 2019
      Bachelor of Business Administration - BBA Business Administration, Management and Operations

      Activities and Societies: Chief Event Coordinator - Society for International Students

  • Experience

    • University of Prince Edward Island

      Oct 2015 - Apr 2017
      • Student Assistant ITSS

        Sept 2015 - Apr 2017
      • Robertson Library Digitization Lab Assistant

        Oct 2015 - Apr 2016
    • Walmart Canada

      Dec 2016 - Apr 2017
      Customer Service Representative
    • 2Nite Entertainment

      Mar 2018 - now
      Founder

      Host and organize events such as birthdays, fundraisers, and get togethers.• Schedule meetings with members of the company.• Promote Events through social media and other platforms

    • HGS - Hinduja Global Solutions

      May 2018 - May 2019
      Customer Service Representative

      Assist customers with issues regarding their cable bill.• Take cable payments from customers on behalf of shaw communications.• Sell new cable products to customers

    • Invesco US

      Apr 2019 - May 2021
      Client Administrative Representative

      • Assisted clients with mutual fund inquiries, account setup, and transaction processing, delivering a high standard of customer service and satisfaction.• Executed accurate and timely allocation and purchase of Invesco mutual funds for shareholders, ensuring adherence to regulatory requirements.• Prepared and updated client documentation, ensuring compliance with industry regulations and internal policies.• Collaborated with a team of financial professionals to ensure seamless client service and effective account management.• Developed strong product knowledge and provided clients with tailored investment solutions based on their financial goals and risk tolerance. Show less

    • Sleep Country Canada

      May 2021 - Aug 2021
      Sales Associate
    • Canada Revenue Agency - Agence du revenu du Canada

      Sept 2021 - now
      Collections Contact Officer

      • Successfully manages a portfolio of taxpayers and effectively communicates with them to address outstanding debts to the federal government.• Negotiates and establish suitable payment arrangements with taxpayers, resulting in increased debt recovery and reduced delinquency rates.• Demonstrates strong problem-solving skills in resolving complex tax-related issues and providing accurate and timely information to taxpayers.• Maintains a high level of professionalism and customer service while dealing with challenging situations and ensuring taxpayer compliance with tax regulations.• Collaborates with internal teams to streamline processes and improve the overall efficiency of the collections department. Show less

    • WORLD SYSTEM BUILDER

      Sept 2022 - now
      Financial Literacy Coach
  • Licenses & Certifications

    • Canadian Ethics Course for Life Insurance Agents

      Oliver's Learning
      Sept 2023
    • Anti-Money Laundering

      World Financial Group (WFG)
      Sept 2023
    • Life Insurance License (LLQP)

      IFSE Institute
    • Harassment and Violence Prevention

      Canada School of Public Service | École de la fonction publique du Canada
      Sept 2021
    • Security Awareness

      Canada School of Public Service | École de la fonction publique du Canada
      Jun 2023
    • Qualitative Analysis

      UPEI Office of Continuing Education and Professional Development
      Nov 2022
      View certificate certificate
    • Agile Principles and Methodologies

      Canada School of Public Service | École de la fonction publique du Canada
      Jan 2023
    • Understanding Unconscious Bias

      Canada School of Public Service | École de la fonction publique du Canada
      Dec 2021
    • PURSUING: CANADIAN SECURITIES COURSE

      Canadian Securities Institute
    • Overcoming Your Own Unconscious Bias

      Canada School of Public Service | École de la fonction publique du Canada
      Dec 2021