Experience

Optimize Wealth Management

• Canada
• Financial Services
• 100 - 200 Employee

• Head of Client Servicing

  • Jan 2018 - Present

  By introducing affluent Canadians and their families, as well as foundations and other not for profit organizations, to Optimize's discretionary wealth management services, I provide a confident approach to guiding my clients towards achieving their long-term financial goals. Optimize Wealth Management is one of Canada’s leading investment management firms whose affiliated teams are recognized throughout the industry as thought leaders and impact setters. I adhere to the key principles of listening and responding, placing the utmost importance on understanding each of my client’s unique goals and objectives, ensuring flexibility to changing market conditions and personal circumstances. I am dedicated to developing strong working relationships and providing the highest level of personalized service. • Identified and pro-actively managed the conflicting demands and changes to schedules • Monitored e-mail and incoming mail – alerting to issues requiring immediate attention • Composed correspondence on behalf of the senior leaders, as appropriate • Prioritized and managed own workflow to ensure quality and efficiency (i.e. meet deadlines; be flexible in adjusting to changing work priorities) • Use software programs with ease and efficiency and provided documents and information that effectively support the needs of the team • Take initiative to identify and recommend improvements in own job function, research and/or investigate issues requiring resolution in order to execute on assigned tasks • Provide accurate, organized, and efficient administrative support; collect and track data, research information, sort and distribute mail, schedule and organize meetings, manage calendars, create and maintain files and perform other administrative assignments as required • Opened accounts and initiated transfers on NBIN Compass • Set up RIF payments • Managed onboarding clients and ensuring they have a smooth transition • Effectively communicated with our clients and partners Show less



International Capital Management

• Toronto, Ontario, Canada

• Executive Administrative Assistant

  • Jan 2001 - Feb 2017

  • Arranged and coordinated appointments and meetings • Identified and pro-actively managed the conflicting demands and changes to schedules • Monitored e-mail and incoming mail – alerting to issues requiring immediate attention • Managed e-mails/calls, determined nature of the business, identified priorities, and responded appropriately • Composed correspondence on behalf of the senior leaders, as appropriate • Prioritized and managed own workflow to ensure quality and efficiency (i.e. meet deadlines; be flexible in adjusting to changing work priorities) • Use software programs with ease and efficiency and provided documents and information that effectively support the needs of the team • Take initiative to identify and recommend improvements in own job function, research and/or investigate issues requiring resolution in order to execute on assigned tasks • Effective floor management including ordering supplies, stationery. • Provide accurate, organized, and efficient administrative support; collect and track data, research information, sort and distribute mail, schedule and organize meetings, manage calendars, create and maintain files and perform other administrative assignments as required • Opened accounts and initiated transfers on NBIN Compass • Set up RIF payments • Managed onboarding clients and ensuring they have a smooth transition • Effectively communicated with our clients and partners Show less