Supervisor, Business Analyst

• Oct 2019 - Present

Business Analyst, Special Projects

• Jun 2019 - Oct 2019

Representative and trading officer, Advisors service

• Dec 2013 - Apr 2018

-Provide excellent customer service for all aspects of account maintenance in a professional manner.-Execute trades for clients.-Provide assistance to Investment Advisors with trades, account inquiries and online/technical guidance.-Calculation of margin requirements.-Administer re-org items.-Provide research material to clients and / or advisors as requested.

Transfer agent/ agent de transfert

• Jan 2013 - Dec 2013

-Process incoming and outgoing daily account transfer requests for registered and non-registered accounts and including mutual fund, stock and bond transfers as well as check deposits.-Offer great client service to advisors for all account transfer related questions.-Reconcile the information and make the necessary adjustments when required.

Securities Agent/ Agent en Valeurs Mobilières

• Jun 2012 - Jan 2013

-Daily Securities settlement.-Process reorganization of client's holding and corporate actions (ReOrg)-Calculate ratios, shares, money, etc. per instructions received.-Administer required changes in client's accounts in a timely fashion-Execute transactions; buys, sells, exchanges, maturities, etc.-Monitor our executing broker's system to ensure the accuracy of our holdings.

Échantillonneur

• Jul 2010 - Aug 2011