Experience

Crest Support Services

• Canada
• Mental Health Care
• 1 - 100 Employee

• Direct Support Professional

  • Nov 2018 - Present



Great-West Life

• Canada
• Insurance
• 700 & Above Employee

• Client Service Specialist

  • Jul 2012 - Sep 2017

   Complete Direct and Wire-Order transactions that the Advisor sends into Head Office (eg. Purchases, Redemptions, Switches, Automatic Payments);  Complete Registered Transfers with money coming from other Institutions and money going out to other Institutions. This includes making sure the paperwork is completed and filled in correctly and the transactions are occurring on the same type of policies.  When paperwork from the Advisor is received, I make sure that it is in good order and follows compliance rules and regulations;  Review the accounting on transactions processed to make sure the correct amount was transferred, correct funds used, correct trade dates entered, and correct corporate bank accounts used. If this was completed incorrectly then I take the necessary steps to reverse the transactions and apply it correctly.  First contact person for GWL Financial Advisors along with clients at Head Office.  Assist Advisors with getting the correct paperwork completed in the field before it is submitted to Head Office therefore preventing the paperwork from being declined and therefore delaying the trade.  Review transaction details on the corporate computer system with Advisors and the MA’s when they are placing a trade.  Assist Advisors to find the best solutions to grow the client’s financial portfolios.  Correspond with other staff members and Management to obtain the correct information for certain transaction types.  Process Non-Financial changes to a clients account (beneficiary changes, Income payment changes, etc)  Very familiar with the products and systems used for Quadrus, London Life Seg Funds, and GWL.  Investing and correcting off accounting outages Show less



London Life

• Insurance
• 700 & Above Employee

• Field Compensation Administrator

  • 2010 - 2012

  Approving and Processing of buy/sell agreements for London Life advisors Processing accurate and timely advisor transfer for London Life Individual InsuranceBusiness, Ingenium, Universal Life, Term, London Life Savings and Investments andPallm VectorInvestigating requests and processing adjustments as requiredProviding customer service to the London Life Advisors and ManagementKnowledge of IMS, TSO, Vantage, NBS, BOB, and Rep InquiryProcessing Seeding request for new advisors.Processing of Individual Client Transfers requests.Liaison between other Intercorporate and business partnersOrdering Book of Business requests and Comp by Client reports for AdvisorsProcessing Client Letters AOR’s Show less

• Medical Fee Payment Technician

  • 2006 - 2010

   Review and verify all vendor billings for three companies: London Life, Great-West Life and Canada Life Ensure accurate payment to vendors Monitor exceptions Investigate unidentified invoices with key contacts in other companies Distribution of Para-medical forms to vendors  Oversee tri-company set up with vendors for Web access, password resets and other Vendor related site issues Work with Accounting Analyst to verify all medical fees for budgeting Working knowledge of mainframe systems for Canada Life, London Life and Great-West Life. (NBS)In this role, I work closely with the Vendor Specialist, ensuring timely payment of invoices and appropriate billing from our vendors. Quality and accuracy are key in this role, and I routinely meet or exceed expectations in this respect. Show less