Guy Red Email & Phone Number

Toronto, Ontario, Canada

Guided team members during the transition of the Frontier Reconciliation software into its web client and became a central resource during the upgrade. Mitigated operational and financial risk by coordinating with external financial institution partners and internal departments regarding a series of fraudulent cheques. Codified and upgraded policies.

Toronto, Ontario, Canada

Regularly coordinated sessions with external members of Blue Prism from different time zones to enhance product knowledge within the team and synchronize software development. Acts as a central point of contact for Blue Prism and Fidelity Canada to streamline multiple areas of concern by stakeholders. Led project meetings with various departments and their.

Toronto, ON

Prepared, processed, and reconciled internal and external money movement requests initiated by various departments within Fidelity. Provided consistent support to the Client Services team, acting as a resource regarding cash management processes. Led the development of workflow optimization within the team to eliminate task duplication on XTRAC software..

Toronto, Ontario

Coordinated with different departments in order to process money movements accurately. Communicated continuously with internal and external partners to ameliorate any escalations or inquiries. Identified automation enhancements for certain reports. Automated tasks using macros and VBA in partnership with the team Project Analyst. Participated in projects.

Toronto, Ontario

Responsible for the task distribution of incoming mail and faxed documents and cheques. Achieved task proficiency and accuracy comparable to established team members within the first few months of hiring. Achieved task proficiency and accuracy in the top quartile of the department. Coached new and incoming team members regarding business protocols and.

Yonge And Eglinton, Toronto, Ontario, Canada

Responsible for branch operations, including but not limited to balancing internal suspense accounts, and identifying and ameliorating any complex tasks that may arise. Provided sales and administrative support to the Sales Team and Branch Partners for personal lending, investment and account activities. Directed branch traffic and referred clients and.

Yonge And Eglinton, Toronto, Ontario, Canada

Led and coached various junior members of the team with regards to the adherence to financial policies and procedures within the bank. Assumed greater administrative responsibility within the team to ensure the minimization of risk and loss throughout the day.

Yonge And Eglinton, Toronto, Ontario, Canada

Met appropriate sales targets while fulfilling clients' needs using knowledge of different financial products (e.g. different accounts, investment products, payment solutions). Engaged in productive client conversations with regards to their finances in order to produce active leads for Financial Service Managers and the branch team.

Yonge And Shuter, Toronto, Ontario, Canada

Accurately and completely prepared different tax returns - ranging in personal to business returns - using the knowledge of the Canadian Revenue Agency's regulations while maximizing returns or minimizing tax liabilities. Respected both company and client privacy, while handling confidential information with professionalism. Led, coached and mentored.