Helen Xie

Helen Xie

Customer Service Associate

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  • Timeline

  • About me

    Licensed Real Estate Salesperson & Mutual Fund Representative

  • Education

    • York University

      2006 - 2010
      Bachelor of Applied Science - BASc Chemistry
    • Seneca Polytechnic

      2003 - 2006
      Diploma Chemical Laboratory Technology – Pharmaceutical

      Graduated with High Honors

  • Experience

    • GUI HUA TANG DESSERTS

      Jan 2004 - Jan 2007
      Customer 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 2012
      Tour 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 2012
      Laboratory 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 2019
      • Executive Sales Assistant

        Jan 2014 - May 2017
    • HomeLife Landmark Realty Inc., Brokerage

      Mar 2019 - Jul 2019
      Licensed 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 2020
      Financial 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 - now
      Licensed 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 - now
      Mutual Fund Representative

      Provide 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 Institute
      Nov 2019