Sally Banh Email & Phone Number

Toronto, Ontario, Canada

- Provide software application support to all internal and external clients - Perform analysis on software application functionality and suggest improvements- Ensure effective front-end and back-end functionality of applications- Consult with the software development team, internal users, and clients to improve application performance- Establish the root causes of application errors, and escalating serious concerns to the team- Maintain a record of configuration changes and scheduling application updates- Document processes and monitor application performance metrics- Provide front-end support to clients and colleagues in other departments

Toronto, Ontario, Canada

- Manage investment portfolios- Oversee team operations and servicing of 3 staff administrators- Lead the implementation of systems and software and liaise with vendor if any issues arose- Document processes and suggested feedback for efficiency of the system W360

- Assist the portfolio manager with setting up new accounts, updating client information, sending trades, and managing cash- Maintain client relationships and update them on their investment portfolios- Facilitate meetings with team members to review processes, guidelines, and areas of improvement