Bryn Postma Email & Phone Number

Burlington, Ontario, Canada

- Played a key role in the company's conversion by utilizing excel skills to analyze and refine data, helping ensure a seamless transition. - Collaborated across departments to assist in the construction of a comprehensive account guide, fostering improved internal knowledge sharing. - Actively contributed to the development of the company's new software, proactively identifying, and addressing issues during the development stage. - Effectively handled administrative tasks such as closing and opening accounts, completing non-financial updates, and setting up PAC’s & AWDS.- Engaged with wealth advisors, addressing their issues, or answering questions to optimize their business operations and ensure their needs and expectations are met.

Burlington, Ontario, Canada

- Consistently contributed to institutional development projects by working at various development sites across the Greater Toronto Hamilton Area. - Communicated effectively with colleagues, supervisors, and managers to ensure seamless collaboration to achieve project objectives. - Maintained a strong commitment to workplace safety through WHMIS training, site supervision and enforcement of safety protocols.

Burlington, Ontario, Canada