Experience

3Macs, a division of Raymond James
• Canada
• Investment Management
• 1 - 100 Employee
• Senior Wealth Administrative Assistant

  • Feb 2013 - Present


ScotiaMcLeod

• Canada
• Investment Management
• 1 - 100 Employee

• Administrative Assistant

  • Mar 2007 - Feb 2013

  ScotiaMcLeod Scotia Private Client Group• Answer all incoming calls, greet and assist clients; set up meeting rooms• Maintaining client files and personal information to ensure all files and systems are up to date (address, phone numbers, email address, work info)• Ensuring effective client administration by following up with clients on missing documentation required as per the industry requirements• Responding to client inquiries in a timely, responsive manner by resolving issues and effecting client transactions expeditiously and accurately• Issuing instructions for client withdrawals, deposits, swaps and transfers according to client or advisor’s instructions• Managing advisors calendars• Setting up marketing materials and sending for approval• Administering trades for stock and mutual funds orders as per advisor and client instructions Show less

• Branch Operations Assistant

  • Jul 2006 - Mar 2007

  • Reception duties (greet clients, answer main telephone, sort mail, couriers)• Order entry (trailers, trade corrections, DND tickets)• Responsible for processing all client documentation• Ordering all branch supplies (corporate express, kitchen, business cards, etc)• Responsible for all securities and deposits (certificates, cheque deposits and withdrawals)



Scotiabank

• Canada
• Banking
• 700 & Above Employee

• Customer Service Representative

  • Oct 2002 - Jun 2006

  Scotiabank - St. Clair & Oakwood • Responsible for meeting walk-in customers transactional needs • Resolving customer service and maintenance related inquiries • Responsible for head cash (balancing, closing tellers and balancing team cash) • Directing sales opportunities to the appropriate sales officer • Training all new employees (systems, customer and cash procedures) • Organizing the monthly planner (leaders for the month, upcoming meetings, birthday, fundraisers) Scotiabank - St. Clair & Oakwood • Responsible for meeting walk-in customers transactional needs • Resolving customer service and maintenance related inquiries • Responsible for head cash (balancing, closing tellers and balancing team cash) • Directing sales opportunities to the appropriate sales officer • Training all new employees (systems, customer and cash procedures) • Organizing the monthly planner (leaders for the month, upcoming meetings, birthday, fundraisers)