Experience

The Simple Investor Real Estate Group Inc.

• Canada
• Real Estate
• 1 - 100 Employee

• Client Manager

  • Feb 2021 - Present

  Client Relations:-Under the direction of the President of the company, acting as the lead point of contact for all clients.-Resolve escalated client issues in a timely manner and following up to ensure that the resolution meets the clients expectation.-Coach, counsel and initiate recommendations based on the clients' financial goals.-Liaise with clients Mortgage Advisors to facilitate a smooth project closing.-Maintain open-line of communication between all departments to ensure company objectives are met-Initiate the release of a new projects.-Analyze and improve processes for investments on a monthly basis.-Liaise with the Director of Sales and Marketing to facilitate organic growth for the company.-Conduct site visits prior to the project release to gather unit and development information.-Ensure accuracy and confidentiality of each clients file.-Train administrative assistants and delegating tasks as a team leader for all aspects of the investment side of the business.-Establish new and maintain existing client relationship by cultivating open and positive dialogue.-Create and deliver in-depth sales presentation to clients.-Cultivate strong professional relationships with onsite staff and key clients to drive long-term business development.-Build and maintain strong rapport with high-profile clients by effectively managing service issues.-Support process knowledge and improvements to increase efficiency.-Gather new client data and maintain up to date record of all client information.-Implement and participate in companywide training to learn different roles within the company-Oversee the production of seminars/webinars.-Various other duties as required for business needs. Show less

• Administrative Assistant

  • Aug 2020 - Feb 2021

  -Organized and maintained filing and document management systems by coordination, archiving and purging files.-Developed administrative processes to achieve organizational objectives and improve office efficiency.-Handled management of communication to executive by taking and making telephone calls.-Reviewed and prioritized mail and composed typed correspondence.-Updated details in company database by keying in customer contact and delivery dates.-Maintained inventory of supplies and groceries to prevent shortages.-Coordinated project materials by managing physical and digital files, monitoring spreadsheets, and updating reports.-Directed customer communication to appropriate department personnel.-Prepared packages for shipment by generating packing slips and scheduling courier deliveries.-Collected, calculated, and reported on expenditures and statistical data to inform senior management.-Verified data when processing incoming and outgoing cheques and wire transfers to increase accuracy.-Reviewed and suggested improvements for diverse range of documentation, including interoffice correspondence. Show less



Shoppers Drug Mart

• Canada
• Retail
• 700 & Above Employee

• Assistant Front Store Manager

  • Apr 2019 - Sep 2020

  • Assisted with all administrative needs such as record-keeping, and payroll administration. • Increased sales with multifaceted approaches involving employee coaching, customer service, and team motivation. • Managed relationships with business vendors, verifying performance and resolving concerns. • Maintained successful operations by overseeing employees, monitoring performance, and continuously eliminating knowledge gaps. • Protected assets by setting effective access policies and monitoring security risks. • Supported management by translating directives into actionable front-line policies. • Guaranteed top-notch service standards and memorable customer experiences for every guest. • Maintained optimal employee coverage for business needs with well-prepared team schedules. • Built a strong, resilient team by identifying highly qualified candidates for key front-line and senior management positions. • Ensured tasks get completed in a timely manner. • Ensured backroom inventory management initiative (BIMI) was always to standard. • Assisted in adherence to all marketing programs and initiatives, which may include: 1) Retail price management 2) Planograms, core programs, and merchandising techniques 3) Flyer implementation and local advertising initiatives. Show less



RBC

• France
• Design Services
• 1 - 100 Employee

• Cards Advisor

  • 2017 - 2018

  • Monitored and tracked transactions, fund transfers, and margin accounts. • Achieved proper compliance and accurate executive level reporting. • Established new customer accounts including checking, savings, and lines of credit. • Researched and resolved customer issues on personal savings, checking and lines of credit accounts. • Processed sales referrals and promoted bank services and products. • Directed specific questions to appropriate branch personnel. • Maintained a 90% client retention rate by suggesting strategic investment plans based on fixed income and equity investing report evaluations. • Entered member transaction data into the online banking software. • Researched banking guidelines and statutory requirements to stay updated on new laws and applications. • Maintained confidentiality of bank records and client information. • Delivered prompt, accurate and excellent customer service. Show less