Aaron Aleman Email & Phone Number

Toronto, ON, CA

Toronto, ON

• Worked across various security master file platforms, including Mpower W360 Fund Accounting platform and Securities Lending platform, to set up public and private financial securities such as funds, bonds, money.
• Completed daily and monthly reports in alignment with Service Level Agreements (SLAs), proactively resolving issues to prevent downstream impacts and ensuring seamless integration across system platforms.
• Assigned by the Manager to lead various ad-hoc tasks, such as mapping 1,000+ securities using Excel (VLOOKUP, Pivot Tables, etc.) for client onboardings. Generated reports to support downstream processes.
• Actively participated in developing, improving, and updating Desk Operating Procedures (DOPs) to ensure alignment with industry standards, regulatory requirements, and operational best practices.
• Resolved data discrepancies and ensured audit accuracy by cross-referencing vendor data sources (Bloomberg, ICE Data Services, DBRS Morningstar, etc.) and reviewing corporate action events, prospectuses, term sheets.
• Managed, updated, and stored legal entity profiles, hierarchies, and relationships for RBC Investor Services within the RBC Capital Markets Counterparty Data Repository system. Conducted daily investigations, setups.

Mississauga, ON

• Thrived in a fast-paced environment by handling an average of 50 calls per day, maintaining 94% compliance in call handling and client interactions, and providing immediate responses to client inquiries.
• Showcased meticulous attention to detail by simultaneously navigating multiple system platforms and actively listening to client needs. Identified opportunities and offered tailored banking product recommendations.
• Performed a variety of credit related tasks, including managing balance transfers, processing credit limit increases, performing credit card upgrades, and activating pre-approved credit card accounts.
• Effectively addressed client complaints, diffused challenging situations, and professionally resolved bank fee disputes, resulting in increased customer loyalty. Collaborated within a team and referred clients to.
• Acted as a subject matter expert to new advisors, assisting them with daily duties by guiding them to correct procedures, providing feedback and tips to improve their performance, and ensuring they become proficient in.

Mississauga, ON

• Oversaw the store's beer and cooler inventory using the POS system to track orders, returns, supplies, and sales, ensuring accurate inventory management.
• Independently improved beer and cooler sales by using a data-driven approach, analyzing how products were performing, and adjusting inventory based on customer demand trends.
• Developed key business relationships with local craft brewery sales representatives and suppliers, securing exclusive products that boosted store offerings.
• Systematically recorded and relayed customer feedback to the marketing team, contributing to the development of successful promotional campaigns.
• Leveraged extensive knowledge of local brewery products and effective communication skills to educate staff, improving product knowledge and sales techniques.

Mississauga, ON

• Ensured the store was well-stocked and presentable, which improved customer satisfaction. Managed key holder responsibilities, maintaining store security with a flawless compliance record.
• Managed all cash operations, including handling payments, issuing refunds, and performing end-of-shift cash counts. Ensured sufficient cash reserves for transactions, monitored safe balances for discrepancies, and.
• Oversaw workflow and daily schedules for a team of 10 employees, ensuring tasks were completed efficiently through effective delegation. Developed a daily planner using Excel, which helped maintain smooth operations.
• Enforced safety and security guidelines, reducing shoplifting incidents and maintaining a safe workplace.
• Ensured high accuracy in order preparation, achieving strong customer satisfaction. Trained new employees, cutting onboarding time.

Mississauga, ON

Mississauga, ON