Senior Private Client Associate

• Jan 2023 - Present

Private Client Associate

• Nov 2021 - Dec 2022

Prime Quadrant serves over 150 affluent Canadian families across the country and consults on over $17 billion in assets. Our mission is to empower families for the future and assist them across the full range of their financial, social, and human capital needs. Our culture is the Prime Quadrant PATH – we are Purposeful, Authentic, Tenacious and Humble. We are deeply grateful for the work we are privileged to do, the wonderful families we are fortunate to serve, and the exceptional team around us.

Staff Accountant, Assurance (Co-op)

• Jun 2020 - Aug 2020

Staff Accountant, Assurance (Co-op)

• Sep 2019 - Dec 2019

Staff Accountant (Co-op)

• Jan 2019 - May 2019

Data Entry Clerk

• May 2018 - Jun 2018

• Incorporated Organizational skills while handling donations from Direct Mail. • Processed donations into the Salesforce system. • Exemplified attention to detail when filing batches of donations. • Worked collaboratively with a team to ensure accurate information in system. • Incorporated Organizational skills while handling donations from Direct Mail. • Processed donations into the Salesforce system. • Exemplified attention to detail when filing batches of donations. • Worked collaboratively with a team to ensure accurate information in system.

Summer Camp Counselor

• Jul 2017 - Aug 2017

• Conducted leadership through facilitating 20 campers through their day and night activities. • Demonstrated creativity through introducing new program ideas to innovate daily and special programming events. • Established effective communication skills through bringing campers needs and issues to supervisors. • Conducted leadership through facilitating 20 campers through their day and night activities. • Demonstrated creativity through introducing new program ideas to innovate daily and special programming events. • Established effective communication skills through bringing campers needs and issues to supervisors.

Sales and Marketing Assistant

• Jun 2016 - Aug 2016

• Communicated company strengths and opportunities to attract new clients. • Created an effective client payment tracking system using Excel. • Initiated a cloud schedule to improve the organization of customer bookings. • Promoted corporate rules and regulations when dealing with customers concerns to improve overall satisfaction. • Communicated company strengths and opportunities to attract new clients. • Created an effective client payment tracking system using Excel. • Initiated a cloud schedule to improve the organization of customer bookings. • Promoted corporate rules and regulations when dealing with customers concerns to improve overall satisfaction.