 Assisted clients with any and all tax related inquiries during tax season Maintained the largest number of client companies within the department  Handled escalated inquiries via phone calls and/or email, ensured all inquiries were handled efficiently on primary contact Developed and utilized training procedures for new hires into the department Processed applications, and ensured all submitted documentation was completed accordingly, and within the guidelines and policies enforced by federal regulations for security transfers and/or Estate transfers

 Validated new account applications for RRSP, TFSA and related accounts Ensured proper allocation for mutual fund portfolios Confirmed all client information was accurate and up-to-date Guaranteed privacy for all client information as outlined by PIPEDA Ensured all data was entered efficiently and accurately

 Responded to all submitted inquiries in a timely manner Maintained the largest number of clients within the department Processed inquiries within half of the “corporate standard” time frame Updated many of the templates used within the department Displayed excellent organization of all backups, and documentation

 Delegated all inquiries submitted to the department by fax or by e-mail Ensured all inquiries were attached to the appropriate accounts through appropriate cross-reference of shareholder information Streamlined responsibilities of the position in order to reduce costs and maximize efficiency Maintained and organized an extensive backup of all received inquiries

 Reviewed various police and witness statements, and wire-tap logs Examined audio and video interrogations/interviews Organized and compiled legal briefs for use in the Court of Law Guaranteed all information was kept confidential and all sensitive information was protected accordingly Trusted to work remotely with sensitive client information