
Helen Xie
Customer Service Associate

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About me
Licensed Real Estate Salesperson & Mutual Fund Representative
Education

York University
2006 - 2010Bachelor of Applied Science - BASc Chemistry
Seneca Polytechnic
2003 - 2006Diploma Chemical Laboratory Technology – PharmaceuticalGraduated with High Honors
Experience

GUI HUA TANG DESSERTS
Jan 2004 - Jan 2007Customer Service Associate*Handled all transactions, balanced cash tills;*Assisted in food production and managed inventory;*Provided new employees with adequate training.

Safeway Tours
Apr 2007 - Jul 2012Tour Consultant/Tour Guide• Organized, guided and managed bilingual (English-Chinese) sightseeing multi-daybus tours to multiple cities;• Coordinated schedule bus departures in a collaborative team setting;• Ensured customer satisfaction by embracing best practices in customer service;• Effectively trained and instructed newly hired bus host.

SGS
Jul 2011 - Jul 2012Laboratory Technician (Geochemistry)• Set up and conducted chemical experiments, tests and analysis on metal ores, industrial minerals and materials using various methods and techniques such as distillation, microwave technology, fusion, extraction and other separation processes;• Analyzed minerals and materials samples using instruments such as Atomic Absorption Spectroscopy (AAS), Gas Chromatography, HPLC, UV-Vis Spectrometer, IR Spectrometer, Auto-Titrators;• Performed calibration, validation and maintenance of analytical balances, top-loading balances, laboratory ovens and furnaces and hot-plates in accordance to SGS Health and Safety Environment (HSE) guidelines;• Trained in GLP, LIMS, WHMIS, MSDS, QA systems and QC procedures. Show less

Landpower Real Estate Ltd., Brokerage
Jan 2014 - Mar 2019• Professionally responded to inquiries made in person, by telephone or in writing;ensured customer inquires/complaints are addressed on a timely manner;• Prepared presentation materials, letters, memos, e-mails, sales reports, andmarketing materials with high level of detail and accuracy;• Managed digital and paper filing systems ensuring that files are organized andmaintained all data with confidentiality;• Performed accounting support: reviewed, sorted, processed invoices/bills; verifiedvendor accounts by reconciling statements and related transactions; preparedcheques; maintained proper filing and expense records;• Scheduled and organized meetings as required;• Managed property: accomplished financial objectives by collecting rent andpaying bills; inspected properties, arranged repairs, and resolved conflicts ;• Prepared payroll: prepared, verified and distributed payroll cheques;• Process HR paper work and effectively trained/instructed newly hired assistants. Show less
Licensed Real Estate Salesperson
May 2017 - Mar 2019Executive Sales Assistant
Jan 2014 - May 2017

HomeLife Landmark Realty Inc., Brokerage
Mar 2019 - Jul 2019Licensed Real Estate Salesperson*Generated client leads to buy, sell and rent properties including residential and commercial;*Counseled clients on market conditions and prices by conducting research and analyzing data regarding property sales;*Meticulously-prepared loyalty contracts and effectively explain them to clients;*Prepared marketing materials in both English and Chinese; *Managed property: reviewed & followed up lease contracts renewal, reviewed service provider procurements/invoices, collected rent, inspected properties, arranged repairs, and resolved conflicts;. Show less

TD
Jul 2019 - Jan 2020Financial Advisor*Provide financial solutions from a range of available investment and credit banking solutions to customer;*Stay knowledgeable about emerging issues, evolving regulations to protect the interests of the organization;*Strive to achieve and improve service level agreements and productivity targets;*Ensure documents are prepared consistent with relevant regulations; *Participate fully as a team member, help build a positive and diverse work environment

HomeLife Landmark Realty Inc., Brokerage
Jan 2020 - nowLicensed Real Estate Broker*Generate client leads to buy, sell and rent properties including residential and commercial ;*Counsel clients on market conditions and prices by conducting research and analyzing data regarding property sales;*Meticulously-prepare loyalty contracts and effectively explain them to clients;*Prepare marketing materials; *Manage property: review & follow up lease contracts renewal, review service provider procurements/invoices, collect rent, inspect properties, arrange repairs, and resolve conflicts. Show less

Primerica
Jul 2020 - nowMutual Fund RepresentativeProvide advice to customers of high-level financial solutions from a range of available investments.
Licenses & Certifications

Real Estate Professional Salesperson
Real Estate Council of Ontario
Investment Funds Canada
Canadian Securities InstituteNov 2019
Languages
- enEnglish
- chChinese-cantonese
- chChinese-mandarin
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