Bea Murray

Communications Coordinator at PHSS
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Canada, CA
Languages
  • English Native or bilingual proficiency

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Conduct and Practices Handbook Course (CPH)®
    Canadian Securities Institute (CSI)
    Mar, 2019
    - Nov, 2024
  • Canadian Securities Course
    Canadian Securities Institute (CSI)
    Aug, 2016
    - Nov, 2024
  • Mutual Funds Licence
    The Investment Funds Institute of Canada (IFIC)
    Feb, 2015
    - Nov, 2024

Experience

  • PHSS
    • Canada
    • Individual and Family Services
    • 1 - 100 Employee
    • Communications Coordinator
      • Aug 2022 - Present

    • Office Administrator
      • Jul 2021 - Aug 2022

  • CI Assante Wealth Management
    • Canada
    • Financial Services
    • 700 & Above Employee
    • Executive Associate
      • 2019 - Aug 2021

      Working with an established team of investment advisors and wealth planners; I provide daily support through office management, account organization, HR team support, and technology. I am held accountable for providing the highest level of client service while maintaining advisor/client relationships by professionally representing advisors to existing and potential clients, business partners, and the outside community. Working with an established team of investment advisors and wealth planners; I provide daily support through office management, account organization, HR team support, and technology. I am held accountable for providing the highest level of client service while maintaining advisor/client relationships by professionally representing advisors to existing and potential clients, business partners, and the outside community.

  • Harbourfront Wealth Management
    • Canada
    • Financial Services
    • 100 - 200 Employee
    • Executive Assistant
      • Mar 2018 - May 2019

      While at Harbourfront I was responsible for organizing client accounts, meeting file prep, and marketing information. I oversaw all transfers, trading & managed records of all account activities. Aided in setting up internal procedures and processes for account onboarding and organization. While at Harbourfront I was responsible for organizing client accounts, meeting file prep, and marketing information. I oversaw all transfers, trading & managed records of all account activities. Aided in setting up internal procedures and processes for account onboarding and organization.

  • HollisWealth
    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Licensed Administrative Assistant & Marketing Associate
      • Jul 2016 - Mar 2018

      Managed marketing devolvement, administrative duties such as document preparation, calendar management, portfolio suitability recording, and client upkeep. Successfully assisted in two business transitions and two book purchase migrations. Managed marketing devolvement, administrative duties such as document preparation, calendar management, portfolio suitability recording, and client upkeep. Successfully assisted in two business transitions and two book purchase migrations.

Education

  • Fanshawe College - Lawrence Kinlin School of Business
    Diploma, Business Finance
    2014 - 2016
  • La Salle Secondary School
    Secondary School Diploma, Specialist High Skilled Major
    2009 - 2013

Community

You need to have a working account to view this content. Click here to join now