Candice Jay Email & Phone Number

Edmonton, Alberta, Canada

Edmonton, Alberta, Canada

I'm responsible for developing key internal processes that streamline and maximize fundraising efforts. Additionally, I provide admin support to 5 fundraising professionals that collectively raise $13 million a year and ensure timely and accurate data entry to our CRM. I lead projects related to process development and process improvement, as well as act.

Edmonton, Canada Area

As the senior administrative specialist for our Strategic Partnership division, I assist three account managers with growing our donor base. Our division accounts for approximately $10 million in fundraising per year with major corporate partners around the city. I take on the reporting, research, admin and project management tasks, so they can focus on.

Edmonton, Canada Area

Caring pet owners know that most pets adjust better to their owner’s absence and experience less anxiety when they can remain in their home environments. I make this possible with daily visits to your home. In addition to meals, exercise, playtime, and cleaning litter boxes or cages, I can also administer medications, walk dogs and perform other pet-care.

Edmonton, Canada Area

• Assist a team in managing close to 500 households.
• Responsible for business development, marketing, pre sales, sales, post sales activities, client service, admin and projects.
• Proactively book client meetings
• Prepare documents for all meetings & meet with clients for signing (less than 4% documentation rejection rate)
• Re-balance portfolios according to investment proposals
• Handle money movement of PACs, EFT's RIF payments, cheque deposits etc.

Edmonton, Canada Area

• Provided effective leadership, direction, and supervision to a team of 20 financial advisor associates across the province, both onsite as well as remotely. My direct reports doubled in the first 6 months.
• Motivated, trained and developed the team to deliver accurate and timely admin processing, maintaining IIROC regulations and meeting service level standards.
• Maintained staffing levels including interviewing and hiring as well as facilitating the on-boarding experience by creating training manuals and on-the-job learning.
• Coached the team through the creation of performance and development plans to develop their skill set to reach their own career aspirations.
• Facilitated team meetings to provide information and updates on policy and procedures to increase their efficiency while maintaining compliance regulations.
• Formed beneficial working relationships with other departments to appropriately liaise, escalate, and resolve work issues that arose. This included: Back office admin, compliance, marketing, finance, insurance etc.

Edmonton, Canada Area

• Maintained a portfolio of $65 million comprised of clients who had a minimum of $100,000 investable assets.
• Placed 2nd out of 11 advisors within my peer group for net sales in 2010.
• Was in the top 25% of all advisors in the province for 2010.
• Worked on the IIROC platform and counseled clients on third party funds, bonds, GIC’s, stock sells, as well as CIBC’s own mutual fund family.
• Built and followed a monthly contact plan to maintain regular communication with clients.
• Worked as a team with an assistant who helped identify sales opportunities and process the vast amount of paperwork, and with an Investment Specialist who helped close business that had complex issues.

Business, Investment Management

Csc, Cph, Wme

Registered Retirement Consultant

Cfp - Certified Financial Planner

Llqp - Life License Qualification Program