Siqi Sun
Financial Advisor at Ipc Investment Planning Council
Based in Aurora, Canada
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Seniority
Staff
Department
Finance & Accounting
Location
Aurora
Industry
Financial Services
Company size
54
Contact information
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s•••••••@ipcc.ca
Phone
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Background
About Siqi Sun
Professional in the financial industry, works closely with both financial advisors as well as clients, with 4+ years of experience working in a fast-paced office environment • Possess strong knowledge of accounting and finance, group health and dental benefits. Prepare payroll spreadsheet for group benefits clients on a monthly basis. • Strong team player with proven ability to problem-solving and team-building • Proficient in Microsoft Excel (VLOOKUP), Word, PowerPoint, Adobe Acrobat Professional and Google Apps suites. • Fluent in English and Mandarin, verbal and written communication. Also knowledgeable of various accounting principles and frames works such as IFRS and U.S. GAAP; and experienced in corporate event planning, organizing and coordinating.
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