• Subject Matter Expert and primary point of contact for corporate clients and Brokers. Addresses queries, informs clients of legal, technical and industry allowances. Maintains relationships with clients through consistent communication, ensuring their understanding of a constantly changing market and the impact on stock.􏰀• Partnered directly with high profile corporate clients in Canada, Europe and US, collaborating to customize each equity plan; gathered requirements, made recommendations, implemented and executed the processing required for each company’s plan as related to transactions, purchases, sells and stock transfers.• Established, strengthened and maintained strong relationships with Brokers, internationally, building trust through consistent communication which allowed for all transactions such as purchases and sales to be processed within designated timelines.• Worked within multiple guidelines, laws, time zones, currencies, conversions, various equity plans and corporate client requirements, ensuring every plan was processed within different timeframes while adhering to industry, company and country standards.• Made recommendations to streamline processes. Gained buy-in from manager and implemented changes which increased workflow and reduced processing time.

• Responsible for the administration of all aspects of Employee Option Plans, Employee Share Investment Plans, Purchase Plans and Registered Retirement Plans for corporate clients.• Used active listening skills and a client-focused approach to better understand client challenges, resolving issues with immediacy and to client satisfaction.• Kept team members, management and call centre partners abreast of clients’ request for change, transaction updates and special requests, communicating with immediacy which allowed all staff to be consistent in delivery. of Providing constant updates of information, ensuring that Management and Team Members and Call Centre are kept abreast of all necessary information regarding clients

• Requested the buying and selling of stocks on behalf of corporate clients; facilitated corporate actions and dividend reinvestments, ensuring funds were properly calculated.• Furnished general and customized reports for corporate clients on a monthly basis, ensuring all accounts were balanced prior to submitting to corporate clients.

• Key contact for corporate clients, overlooking plans, transactions and processes in accordance with client requirements.

• Supervised a team of up to 10 Administrators, coaching and guiding individuals to meet a high volume of processing demands as related to Employee Share Investment Plans.

All listed positions were prior to 2000