Investment Representative

• Jan 2019 - Present

• Lead the creation and preparation of client portfolio reviews while gathering research and executing trades.• Perform daily follow ups on client inquiries, account maintenance, new accounts set-up, transfers, money movement, and remitting funds from registered and non-registered accounts upon client’s request to achieve satisfaction.• Conduct the monitoring and evaluation of incoming and outgoing assets and provide information to IA’s of required actions to rebalance portfolios.• Serve in an integral role by spearheading the development, implementation, and monitoring of certain internal operating systems and procedures. • Carried out the creation and updating of the training manual and provided training to 2 new junior team members. Show less

Administrative Assistant

• Jan 2017 - Jan 2019

Interim Administrative Coordinator

• Nov 2016 - Jan 2017

• Undertook and completed a wide range of administrative and clerical tasks for the organization as it prepared for the first Community Advisory Council Review, including indigenous elders, scholars, and other community leaders and representatives from across Canada. • Oversaw the coordination and booking of flights and trains for the scholars through Avenue Travel as part of assigned duties. • Played a key role by leading the creation and preparation of the expense reimbursement packages and guaranteeing that catering was representative of the council background. • Operated with a strong focus on guaranteeing the seamless and effective execution of administrative and organizational elements of the Community Advisory Council Review. Show less

Graduate Office Administrative Assistant

• Mar 2015 - Jun 2016

• Handled the prioritization and balancing of the competing workload deadlines for the Chair, Departmental Manager and Graduate Assistant. • Led the delivery of top-quality administrative support to the Department of Philosophy for academic searches, student recruitment weekend, conferences, and events, including coordinating catering, AV requirements, large event registration, and room booking. • Effectively administered and coordinated financial transactions, including Chair, Faculty, and Student expense reimbursements, invoices, cheque requests, cheque deposits, and debit memos. • Charted the creation and preparation of documentation, spreadsheets, presentations, and/or correspondence in a timely fashion for the Chair and Departmental Manager. • Navigated the coordination of conference registration and performed the booking of travel and accommodation arrangements for the staff, professors, and students. • Furnished assistance and support to the Manager in evaluating confidential salary contracts CUPE 3902 Unit 1 and 2 for accuracy and completeness. • Developed and maintained the business calendar for the Chair, Departmental Manager, and the Graduate Assistant. • Cooperated effectively with and supported the Graduate Assistant with placement of PhD graduates including organizing confidential candidates’ files, sending out letters of references via email and mail, and handling inquiries regarding the job market and job talks. • Obtained and maintained a thorough and up-to-date knowledge of graduate admissions, awards, and theses defense. • Dispensed assistance and support to the faculty, including but not limited to filling out Social Science and Humanities Research Council (SSHRC) Grant Applications. • Charged with overseeing the ongoing administration, updating, and maintenance of the Department website. Show less

Resident Manager

• Nov 2013 - Aug 2014

• Conducted the evaluation and analysis of rental prices of competitors to determine the effectiveness of marketing strategies within the building. • Oversaw the organization, coordination, and facilitation of apartment tours for potential tenants and responded to key inquiries. • Dealt with, addressed, and resolved customer complaints in person to ensure proper handling and customer satisfaction. • Presided over and executed a wide range of day-to-day activities involving tenants, subcontractors, and property management. • Performed the evaluation and assessment of progress on renovation projects to effectively and efficiently administer resources. • Tasked with administering and maintaining tenant relations with an emphasis on maximizing tenant satisfaction and streamlining service delivery. Show less

Account Manager

• Jan 2012 - Nov 2013

• Communicated clearly and effectively with customers regarding delinquent accounts to determine reasons for non-payments and navigated the negotiation of repayment plans. • Carried out the proactive collection and gathering of information from consumers to respond to delicate inquiries verbally and in writing. • Leveraged interpersonal and communication skills to interact with consumers with tact and diplomacy when explaining unpopular decisions. • Communicated clearly and effectively with customers regarding delinquent accounts to determine reasons for non-payments and navigated the negotiation of repayment plans. • Carried out the proactive collection and gathering of information from consumers to respond to delicate inquiries verbally and in writing. • Leveraged interpersonal and communication skills to interact with consumers with tact and diplomacy when explaining unpopular decisions.