Experience

PH&N Institutional

• Canada
• Investment Management
• 100 - 200 Employee

• Institutional Reporting Specialist

  • Sep 1999 - Present

• Senior Administrative Assistant

  • Sep 1999 - Sep 1999

  Help managers (6) service several institutional clients. Ensure managers needs are met for Travel, Client Servicing (Presentations, etc.) and any reporting to clients. Word/PowerPoint Queen - resource for this and satelite offices as well.



TAL Investment Management

• Client Services

  • Oct 1997 - Sep 1999

  Deal directly with clients for reporting and money transactions (in and out) of their accounts. Designed and put together all initial drafts of presentations and other material. Updated to final form. Being the only person in this position had to learn everything fast and work well under pressure. Learned how to priortize work well. Deal directly with clients for reporting and money transactions (in and out) of their accounts. Designed and put together all initial drafts of presentations and other material. Updated to final form. Being the only person in this position had to learn everything fast and work well under pressure. Learned how to priortize work well.



UBC Bunting Warburg

• 6 years

  • 1990 - 1996

  Specializied in an in-house program to get information to clients on an extremely tight timeline out to clients via faxboards (12). This company was more on brokers side so analysts provided updates on certain stocks and it was up to me to put it into correct format, make changes and get it out to clients on a timely basis. HIGH STRESS! Specializied in an in-house program to get information to clients on an extremely tight timeline out to clients via faxboards (12). This company was more on brokers side so analysts provided updates on certain stocks and it was up to me to put it into correct format, make changes and get it out to clients on a timely basis. HIGH STRESS!