Natalie Thornhill Pirro
Supervisor - Wealth Management & Client Experience, Digital Marketing Controller at Ecivda Financial Planning Boutique- Claim this Profile
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Bio
Shawn Todd CFP
I was extremely fortunate enough to have met Natalie a year ago from the date that this recommendation was given. We were hiring for a very specific job - for an investment administrator in a very fast-paced firm holding a great deal of personal and business assets. We really needed someone who had previous experience and was hoping for expertise in that area in order to manage this very compliance heavy position. Natalie was one of many candidates in a strong field that applied, and Natalie had no previous investment experience. What Natalie immediately impressed upon myself and my business manager - was her incredible personality, and her desire to learn. Natalie did not fear anything when I told her that there would be a steep learning curve, a great deal of stress related to the sheer volume of the position, and the technicality of the role. Natalie was and is incredibly ambitious, and has learned 2 yrs of work experience in 12 months (and under extra-ordinary circumstances (COVID). Natalie has worked for our team for a year, and unfortunately, we have only been together working in person for two months. In a period of time when others would or could have faltered from the pressures of working remotely, trying to learn a fast-paced and at times stressful job role in a new place of work - Natalie absolutely rose to the occasion. Natalie single-handedly and without instruction has started a variety of efforts - ECIVDA marketing efforts, team get together ideas, a successful 12 days of Christmas campaign (during her days off), managed to start fixing our internal database, and business tracking process. It's an incredible effort for a shorter period of time with us. There is no question as to how important Natalie is to our team, and I am very proud to have promoted Natalie to Supervisor of Wealth and Client Experience today at her one year review. Our clients are in great hands. I will stand behind the saying - 'you are only as good as your team' - and Natalie we sure are very fortunate to have had you join ours. Highly recommended - Shawn
Fadi Gallal
I thoroughly enjoyed my time working with Natalie, and came to know her as a truly valuable asset to any team. She is honest, dependable, and incredibly hard-working. Beyond that, she is an impressive problem solver who is always able to address complex issues with strategy and confidence. Natalie is inspired by challenges, and never intimidated by them. Along with her undeniable talent, Natalie has always been an absolute joy to work with. She is a true team player, and always manages to foster positive discussions and bring the best out of other employees. Without a doubt, I confidently recommend Natalie to join any team. As a dedicated and knowledgeable employee and an all-around great person, I know that she will be a beneficial addition to any organization. Please feel free to contact me should you like to discuss Natalie's qualifications and experience further. I’d be happy to expand on my recommendation.
Shawn Todd CFP
I was extremely fortunate enough to have met Natalie a year ago from the date that this recommendation was given. We were hiring for a very specific job - for an investment administrator in a very fast-paced firm holding a great deal of personal and business assets. We really needed someone who had previous experience and was hoping for expertise in that area in order to manage this very compliance heavy position. Natalie was one of many candidates in a strong field that applied, and Natalie had no previous investment experience. What Natalie immediately impressed upon myself and my business manager - was her incredible personality, and her desire to learn. Natalie did not fear anything when I told her that there would be a steep learning curve, a great deal of stress related to the sheer volume of the position, and the technicality of the role. Natalie was and is incredibly ambitious, and has learned 2 yrs of work experience in 12 months (and under extra-ordinary circumstances (COVID). Natalie has worked for our team for a year, and unfortunately, we have only been together working in person for two months. In a period of time when others would or could have faltered from the pressures of working remotely, trying to learn a fast-paced and at times stressful job role in a new place of work - Natalie absolutely rose to the occasion. Natalie single-handedly and without instruction has started a variety of efforts - ECIVDA marketing efforts, team get together ideas, a successful 12 days of Christmas campaign (during her days off), managed to start fixing our internal database, and business tracking process. It's an incredible effort for a shorter period of time with us. There is no question as to how important Natalie is to our team, and I am very proud to have promoted Natalie to Supervisor of Wealth and Client Experience today at her one year review. Our clients are in great hands. I will stand behind the saying - 'you are only as good as your team' - and Natalie we sure are very fortunate to have had you join ours. Highly recommended - Shawn
Fadi Gallal
I thoroughly enjoyed my time working with Natalie, and came to know her as a truly valuable asset to any team. She is honest, dependable, and incredibly hard-working. Beyond that, she is an impressive problem solver who is always able to address complex issues with strategy and confidence. Natalie is inspired by challenges, and never intimidated by them. Along with her undeniable talent, Natalie has always been an absolute joy to work with. She is a true team player, and always manages to foster positive discussions and bring the best out of other employees. Without a doubt, I confidently recommend Natalie to join any team. As a dedicated and knowledgeable employee and an all-around great person, I know that she will be a beneficial addition to any organization. Please feel free to contact me should you like to discuss Natalie's qualifications and experience further. I’d be happy to expand on my recommendation.
Shawn Todd CFP
I was extremely fortunate enough to have met Natalie a year ago from the date that this recommendation was given. We were hiring for a very specific job - for an investment administrator in a very fast-paced firm holding a great deal of personal and business assets. We really needed someone who had previous experience and was hoping for expertise in that area in order to manage this very compliance heavy position. Natalie was one of many candidates in a strong field that applied, and Natalie had no previous investment experience. What Natalie immediately impressed upon myself and my business manager - was her incredible personality, and her desire to learn. Natalie did not fear anything when I told her that there would be a steep learning curve, a great deal of stress related to the sheer volume of the position, and the technicality of the role. Natalie was and is incredibly ambitious, and has learned 2 yrs of work experience in 12 months (and under extra-ordinary circumstances (COVID). Natalie has worked for our team for a year, and unfortunately, we have only been together working in person for two months. In a period of time when others would or could have faltered from the pressures of working remotely, trying to learn a fast-paced and at times stressful job role in a new place of work - Natalie absolutely rose to the occasion. Natalie single-handedly and without instruction has started a variety of efforts - ECIVDA marketing efforts, team get together ideas, a successful 12 days of Christmas campaign (during her days off), managed to start fixing our internal database, and business tracking process. It's an incredible effort for a shorter period of time with us. There is no question as to how important Natalie is to our team, and I am very proud to have promoted Natalie to Supervisor of Wealth and Client Experience today at her one year review. Our clients are in great hands. I will stand behind the saying - 'you are only as good as your team' - and Natalie we sure are very fortunate to have had you join ours. Highly recommended - Shawn
Fadi Gallal
I thoroughly enjoyed my time working with Natalie, and came to know her as a truly valuable asset to any team. She is honest, dependable, and incredibly hard-working. Beyond that, she is an impressive problem solver who is always able to address complex issues with strategy and confidence. Natalie is inspired by challenges, and never intimidated by them. Along with her undeniable talent, Natalie has always been an absolute joy to work with. She is a true team player, and always manages to foster positive discussions and bring the best out of other employees. Without a doubt, I confidently recommend Natalie to join any team. As a dedicated and knowledgeable employee and an all-around great person, I know that she will be a beneficial addition to any organization. Please feel free to contact me should you like to discuss Natalie's qualifications and experience further. I’d be happy to expand on my recommendation.
Shawn Todd CFP
I was extremely fortunate enough to have met Natalie a year ago from the date that this recommendation was given. We were hiring for a very specific job - for an investment administrator in a very fast-paced firm holding a great deal of personal and business assets. We really needed someone who had previous experience and was hoping for expertise in that area in order to manage this very compliance heavy position. Natalie was one of many candidates in a strong field that applied, and Natalie had no previous investment experience. What Natalie immediately impressed upon myself and my business manager - was her incredible personality, and her desire to learn. Natalie did not fear anything when I told her that there would be a steep learning curve, a great deal of stress related to the sheer volume of the position, and the technicality of the role. Natalie was and is incredibly ambitious, and has learned 2 yrs of work experience in 12 months (and under extra-ordinary circumstances (COVID). Natalie has worked for our team for a year, and unfortunately, we have only been together working in person for two months. In a period of time when others would or could have faltered from the pressures of working remotely, trying to learn a fast-paced and at times stressful job role in a new place of work - Natalie absolutely rose to the occasion. Natalie single-handedly and without instruction has started a variety of efforts - ECIVDA marketing efforts, team get together ideas, a successful 12 days of Christmas campaign (during her days off), managed to start fixing our internal database, and business tracking process. It's an incredible effort for a shorter period of time with us. There is no question as to how important Natalie is to our team, and I am very proud to have promoted Natalie to Supervisor of Wealth and Client Experience today at her one year review. Our clients are in great hands. I will stand behind the saying - 'you are only as good as your team' - and Natalie we sure are very fortunate to have had you join ours. Highly recommended - Shawn
Fadi Gallal
I thoroughly enjoyed my time working with Natalie, and came to know her as a truly valuable asset to any team. She is honest, dependable, and incredibly hard-working. Beyond that, she is an impressive problem solver who is always able to address complex issues with strategy and confidence. Natalie is inspired by challenges, and never intimidated by them. Along with her undeniable talent, Natalie has always been an absolute joy to work with. She is a true team player, and always manages to foster positive discussions and bring the best out of other employees. Without a doubt, I confidently recommend Natalie to join any team. As a dedicated and knowledgeable employee and an all-around great person, I know that she will be a beneficial addition to any organization. Please feel free to contact me should you like to discuss Natalie's qualifications and experience further. I’d be happy to expand on my recommendation.
Experience
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Ecivda Financial Planning Boutique
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Canada
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Financial Services
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1 - 100 Employee
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Supervisor - Wealth Management & Client Experience, Digital Marketing Controller
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Jan 2020 - Present
Supervisor of wealth administration, and the client experience, from marketing touches to the feel of onboarding. Administration of all investment processing, first point of contact for investment client administration, and regular interaction with the advisory team. Ensure all investment handling is compliant. Maintain and support the processing of investment applications and transactions. Ongoing growth of knowledge in federal budget changes, government-sponsored savings programs such as RESP, RRSP, and TFSA. Creation of tracking logs and utilization of computer software for client contacts and follow up. Ensuring the accurate completion of an investment transaction from point of contact, advisor contact, business tracking, through to final resolution. Assist with the development and posting of social media marketing including: Facebook, Instagram, Twitter, and LinkedIn. Show less
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GQ Flooring
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Construction
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1 - 100 Employee
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Office Manager
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Apr 2012 - Jan 2019
Assist the VP of Operations and President in the daily running of the company. Plan and implement company-wide training programs. Manage administrative support staff, reception, and warehouse staff; ensuring adherence to office policies and procedures. Manage office and warehouse procedures and systems. Manage inventory purchases and returns. Process credits in accounts payable. Group Benefits Administration. Plan and organize marketing events. Develop, plan, organize, and post all social media marketing including: Facebook, Houzz, Instagram, LinkedIn, Pinterest, Twitter, YouTube, MailChimp, and Wordpress. Develop, plan, organize, and prepare all print media marketing. Manage promotional materials and stationary budgets. Recruitment, selection, and training of new hires. Assist with and manage IT needs. Manage KPI compliance. Liaise with vendors and suppliers. Show less
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Office Manager
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Apr 2005 - Apr 2012
Develop efficiency-enhancing workflow/process improvements. Decrease office expenditures by implementing needed controls on stock/supplies and standardizing ordering procedures. Serve as executive assistant to the management team. Manage/operate a busy phone system/multi-line switchboard and voicemail system. Function as primary liaison to clients, vendors, couriers, service providers, and maintenance personnel. General reception duties. Compose/process/edit all correspondence including: documents, faxes, letter mail, email, and invoices. Process all bookings and orders generated via phone, fax, email, and through web based software. Data entry, scheduling, accounts payable/receivable, complaint resolution. Generate and execute office policies and procedures. Recruitment, selection, and training of new hires. Generate quarterly newsletters and distribute. Assist in creation and implementation of website, online invoicing and diary program. Show less
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Education
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2000 - 2002
College of the North Atlantic
Diploma, Human Resource Management -
2000 - 2002
College of the North Atlantic
Diploma, Marketing Management -
2000 - 2001
College of the North Atlantic
Certificate, Business Administration
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