• Lead, train and motivate a team of 7 employees• Manage critical tasks and projects and proactively adapt to changes in accounts • Facilitate process improvements and procedures to increase month end process efficiency• Deliver accurate, detailed and on-time monthly reports to clients• Verify and approve daily reconciliation reports• Interact with clients to provide excellent and knowledgeable customer service

• Coordinated non-profit marketing campaigns through project life cycle• Worked closely with clients to ensure satisfaction through all phases of projects• Managed and tracked multiple projects simultaneously to achieve strict deadlines• Collaborated with creative and production departments to foster campaign development

• Led client projects from start to finish• Prepared and reviewed client documentation for accuracy in global market openings• Coordinated processing and submissions to sub custodians to establish clients in local markets• Monitored market changes and alerted clients on how to proactively apply them to their accounts

• Verified processor requests for accuracy and approved transactions up to $1 million • Processed 1500 disbursements per month with a 98% accuracy rating• Trained new associates on policies and procedures• Received Global and Local Spotlight awards for doing exceptional work outside of daily responsibilities

• Worked on complex accounts while meeting strict monthly deadlines and delivering reports to clients• Selected among 20 colleagues to provide training on company platform in newly acquired Toronto office• Instituted automated processes resulting in decreased user error and increased output and efficiency• Received Out-Performance Award for going above and beyond the scope of required duties