Administrative Assistant

• Aug 2022 - Present

Administrative Assistant

• May 2018 - Jan 2022

• Supports Director, Senior Managers and Branch team in servicing clients; assists with maintenance of accounts, typing client’s correspondence and pulling client statements• Responsible for designing and producing a wide range of standards and complex/unique documents and forms for user departments and ensuring all items produced are properly maintained and filled• Monitoring/ordering/storing stationary supplies, including arranging for off-site storage and destruction of files and records • Responsible for daily reports and act as a liaison between the compliance department for advisors and senior managers. Show less

Customer Service Representative

• Apr 2013 - May 2018

• Detail-orientated and organized, as proven in balancing teller role with a monthly balancing ratio of over 90%• In charge of daily cash orders for the branch and responsible for bank internal ledgers • Strong knowledge of cash, custody and privacy principles as outlined in the bank’s security laws and regulations• Takes ownership of customer concerns and inquires in an efficient and timely manner that demonstrates their business is valued • Minimizes risk and loss by detecting and preventing potential fraudulent transactions• Comply with regulatory AML/ATF policies by identifying and reporting unusual transactions Show less

HR Administrator Intern

• Jun 2015 - Sep 2015

• Was responsible for preparing payout calculations and termination letters • Approved terminations on HRIS and ensure proper documents are submitted • Answered all inquires about benefit and compensation concerns • Supported payroll by providing relevant data (absences, bonus, leaves, etc) Report STD, LTD, absences within the company • Was responsible for preparing payout calculations and termination letters • Approved terminations on HRIS and ensure proper documents are submitted • Answered all inquires about benefit and compensation concerns • Supported payroll by providing relevant data (absences, bonus, leaves, etc) Report STD, LTD, absences within the company

Administrative Assistant

• Jan 2013 - Mar 2013

• Prepared the necessary documents to close mortgages for clients • Provided assistance to general office duties such as filling, faxing, photocopying and following up on emails from clients or lenders • Was responsible for requesting appraisals and importing data for refinances and pre- approvals from clients • Prepared the necessary documents to close mortgages for clients • Provided assistance to general office duties such as filling, faxing, photocopying and following up on emails from clients or lenders • Was responsible for requesting appraisals and importing data for refinances and pre- approvals from clients