Alisha Abdulla

Executive Assistant and Client Wealth Management Associate at Gluskin Sheff + Associates Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
Toronto, Ontario, Canada, CA
Languages
  • English Full professional proficiency
  • Gujarati Professional working proficiency
  • kutchi Full professional proficiency
  • Hindi Professional working proficiency

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Credentials

  • Licensing for Mortgage agents
    Seneca College
    Nov, 2019
    - Nov, 2024
  • CSC
    Canadian Securities Institute
    Aug, 2018
    - Nov, 2024

Experience

  • Gluskin Sheff + Associates Inc.
    • Canada
    • Investment Management
    • 100 - 200 Employee
    • Executive Assistant and Client Wealth Management Associate
      • Jun 2022 - Present

      Support Vice Presidents and AnalystPrepare investment review materials for client meetingsOrganize marketing events Service high net worth clientsPrepare expense reportsManage calendar and travel arrangements Support Vice Presidents and AnalystPrepare investment review materials for client meetingsOrganize marketing events Service high net worth clientsPrepare expense reportsManage calendar and travel arrangements

  • Heathbridge Capital Management Ltd
    • Canada
    • Investment Management
    • 1 - 100 Employee
    • Administrative Assistant and Marketing Associate
      • Oct 2020 - Jun 2022

      Support Portfolio Managers and Financial Planners Conduct daily reconciliation - custodian to internal systemService high net worth clients with various requestsWork proactively between various platforms - Infinite Systems (harmony), NBIN, RBCISUtilize various research platformsCreate presentations for client reviews and company eventsCollect data and reports based on various client requestsNew Account Opening Support Portfolio Managers and Financial Planners Conduct daily reconciliation - custodian to internal systemService high net worth clients with various requestsWork proactively between various platforms - Infinite Systems (harmony), NBIN, RBCISUtilize various research platformsCreate presentations for client reviews and company eventsCollect data and reports based on various client requestsNew Account Opening

  • Fidelity Canada
    • Canada
    • Financial Services
    • 700 & Above Employee
    • New Accounts and Account Transfer Associate
      • Sep 2019 - Oct 2020

      Process ATON and Non-ATON initiations on behalf of clientsCommunicate with advisors, and delivering institutions to ensure client requests are processed efficiently Work proactively between various platforms (Dataphile, ECap, XTRAC) Create reports for ATON transfers on a daily basis to ensure transfers are received within SLA Process ATON and Non-ATON initiations on behalf of clientsCommunicate with advisors, and delivering institutions to ensure client requests are processed efficiently Work proactively between various platforms (Dataphile, ECap, XTRAC) Create reports for ATON transfers on a daily basis to ensure transfers are received within SLA

  • Questrade Financial Group
    • Canada
    • Financial Services
    • 700 & Above Employee
    • Client Operations Representative
      • Apr 2019 - Aug 2019

      Process (EFT, Wire, Cheque) withdrawals on behalf of clientsEnsure precision of the administration of client cash and account managementFlatten Trades, Convert Trades Between Currencies, and settle trades between margin and registered accounts using CARS Process (EFT, Wire, Cheque) withdrawals on behalf of clientsEnsure precision of the administration of client cash and account managementFlatten Trades, Convert Trades Between Currencies, and settle trades between margin and registered accounts using CARS

  • Seneca College
    • Canada
    • Higher Education
    • 700 & Above Employee
    • Research Assistant - Compliance in the Insurance Industry
      • Dec 2018 - Apr 2019

      Contributed to an applied research project in collaboration with VigilantCS on the topic of Regulatory Risk Platform Development for Tracking and Predicting Regulatory Issues in the Insurance Industry Contributed to an applied research project in collaboration with VigilantCS on the topic of Regulatory Risk Platform Development for Tracking and Predicting Regulatory Issues in the Insurance Industry

  • Questrade Financial Group
    • Canada
    • Financial Services
    • 700 & Above Employee
    • Brokerage Operations Intern
      • Apr 2018 - Aug 2018

      Process client requests from a range of back office queuesDeposit funds (drafts, cheques, transfer cheques) to client accounts using multiplespreadsheets and various programs such as BPS, Salesforce, Qoffice, Phase files on Excel,etc. Process client requests from a range of back office queuesDeposit funds (drafts, cheques, transfer cheques) to client accounts using multiplespreadsheets and various programs such as BPS, Salesforce, Qoffice, Phase files on Excel,etc.

  • TJX Canada – Winners, Marshalls, HomeSense
    • Canada
    • Retail
    • 700 & Above Employee
    • Sales Associate
      • May 2015 - Apr 2018

      Customer Service Associate Jewelry Counter Associate Cash Office Associate Customer Service Associate Jewelry Counter Associate Cash Office Associate

Education

  • Seneca College
    Bachelor's degree, Financial Services Management
    2015 - 2019

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