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Oliver Thomas

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Career Profile

Degree: Professional Degree
Career Level: Qualified
Occupation: Sales
Career Title: Travel Agents
Target Title: Savings and pension plan administrator
Target Locations: 60607
Goal: Increase professional knowledge and training. Increase earnings. Improve low-functioning work processes or relationships. Have new experiences. Attain a leadership role
HighLight: Maintained a 97% satisfaction rating over a 24-month period as a customer care representative. Raised employee retention rates by 15% over a 5-year period by implementing a tiered interview system and organizing a minimum of 2 team outings per quarter. Reduced time spent on inventory by 20% by reorganizing the physical storage of supplies.
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Reference: verified employer only
Oliver Thomas is Savings and pension plan administrator(Sales) from Vancouver,British Columbia Canada.

Experience


Aviso Wealth Vancouver, British Columbia Canada
07/2020 - current
Registered Plans Associate
responsible for all program activities related to the provisions of the Income Tax Act for the registering and monitoring of employee pension plans, retirement savings plans, retirement income funds, deferred profit sharing plans, supplementary unemployment benefit plans, education savings plans, disability savings plans, tax-free savings accounts, registered investments and pooled pension plans
• Process RESP & RDSP contributions, RESP withdrawals duly complying with RESP transaction rules, answer complex inquires related RESPs grant and RDSP, work on RESP & RDSP error reports, claim RESP and RDSP grants from CRA. • Review completely new account documents, setup PACs, processing transfers-in and transfer-out for RESP and RDSP accounts. • Implemented first line support to partner financial advisors by processing client withdrawals (including non-registered, RDSP, RESP accounts) with applicable withholding tax and fees; and processing registered plans rollovers, internal transfers. • Successfully monitor and responds to departmental mailboxes. • Assists with reconciliation, audit and projects relating to registered products and ancillary products. • Researched and promptly resolve any errors or discrepancies for registered plan activity assisting with financial administration of RESP & RDSP accounts daily and complete transactions as per clients request with 100% accuracy. • Reviewing of forms and applications and process them with high accuracy and organize them for reference for each client.
ICBC Vancouver, British Columbia Canada
05/2019 - 11/2019
Claims Support Assistant
Claims associates work for insurance companies to review reported claims and determine the validity of the claim. They are responsible for determining a client's insurance coverage.
• Processing a variety of documents onto databases and systems • Entering data efficiently and precisely • Responding to inquiries via email and phone from departments and external stakeholders • Carry out excellent face to face customer service • Preparing reports on various topics • Other administrative duties as required
Canccord Genuity Vancouver, British Columbia Canada
12/2019 - 05/2020
New Accounts and Documentation Coordinator
Back office job role reviewing and reconciling accounts, processing payments to external partners and maintaining updated records of invoices and receipts
• Data Entry on Dataphile and Hummingbird • Process incoming documents, reviewing account opening packages to ensure that proper documents are used and completed correctly as per regulatory, anti-money laundering, FATCA and tax requirements; • Respond to incoming inquiries with prompt, courteous and accurate information, escalating all issues/ inquiries to senior staff members when appropriate; • Prepare document packages for the scanning process; • Cross-train on related positions within the team; • Provide back-up support to other team members as necessary.
TUI Group Ltd Swansea, United Kingdom
11/2017 - 04/2019
Inbound Call Centre Agent
nbound Sales Representatives sell a company's products and services from its headquarters. A list of Inbound Sales Representative duties includes taking phone calls, assisting customers, solving customer complaints, placing orders, scheduling appointments, and following up on outbound calls
• Manage large amounts of inbound and outbound calls in a timely manner • Follow communication "scripts" when handling different topics • Identify customers' needs, clarify information, research every issue and provide solutions and/or alternatives • Seize opportunities to upsell products when they arise • Build sustainable relationships and engage customers by taking the extra mile • Keep records of all conversations in our call centre database in a comprehensible way • Frequently attend educational seminars to improve knowledge and performance level
Liquor Control Board of Ontario (LCBO) Toronto, Ontario Canada
09/2016 - 10/2017
Lab Administrative Clerk
As a laboratory administrative, primary responsibilities include directing the procedures and policies of laboratory services and managing the lab
• Maintained an organized system to ensure continuous flow of new products were screened ready for Yearly Audit Testing • Helped control the Quality Assurance mailbox, issuing authorization letters, emailing out Certificates of Analysis to LCBO vendors and faxing Non-Complaint documentation to suppliers • Removal of old stock in Head office warehouse from the Lab • General filing of documents • Retrieval of boxes from suppliers

Education


University of Glamorgan Pontypridd, Wales, United Kingdom
09/2005 - 07/2007
Degree: Associate's Degree
Major:HND Business Management
Higher National Diploma in Business Management with a minor in Travel
Willis College Winnipeg, Manitoba, Canada
10/2022 - current
Degree: Associate's Degree
Major:CYBER SECURITY
14mnth Cyber Security

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