Email Verified Alisha Z
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Member since May 4, 2022
Profile health 60%

Dreams don't work unless you do

I am an outgoing person, who thrives at taking on new challenges and learning new skills. I have a positive attitude and have the ability to adapt in an ever changing environment. I am a self – starter with a driven, motivated work ethic.

I have completed various tasks in an office setting from Income Tax returns, Mortgage Applications, opening and closing Investment accounts, accounts payable & receivables, payroll and account reconciliation. I am well versed in typing  various types of correspondence and speaking with clients.


Administrative Assistant

  •  Dec 2014 - Present

Currently working for a Financial Advisors office. My daily tasks vary from account openings, data entry, accounts payable. I prepare and send out quarterly invoices to clients. I am responsible to updating reports based on regulatory changes as needed.


Canadian Securities Course

  •  Canadian Securities Institute
  •  Oct 2015 - Present


  •  Georgian College
  •  Aug 2005 - Present

Completed the General Business program with Georgian College. Took courses from Accounting, Economics, Human Resources and Health and Safety.