Howard Doherty Email & Phone Number

London, England, United Kingdom

Toronto, Canada Area

• Asked to return due to previous work ethic, reliability and dedication
• Triggered current and historic tax statements electronically for Shareholders, Colleagues and external Clients.
• Received and arranged 500 plus tax statements daily, subsequently filed / mailed accordingly.
• Liaised with tax team to add, remove or alter tax codes on shareholder accounts.
• Assisted colleagues with writing customer correspondence when tax statements had been completed early.

Toronto, Canada Area

• BASIC FUNCTION: Provide administrative support to ensure effective and efficient operations of the Speakers Bureau program during the fall campaign.MAJOR RESPONSIBILITIES:
• Complete Speakers Bureau requests
• Liaise with Sponsored Employee to clarify requests
• Generate confirmation reports for Sponsored Employees and Agency Speakers
• Generate daily tracking report for Sponsored Employees and Agency Speakers
• Enter evaluations of speakers and events, follow up on overdue evaluations

Toronto, Canada Area

Prepared correspondence and mailed to investors, brokers and other contacts.Handled faxes, emails and regular mail.Administered shareholder account records / provided assistance to shareholders regarding holdings

Worked in the Tax Free Savings department supporting customers with the various ISA products available.Also compiled monthly reports on team quality and presented these to management for use in one-to-one appraisals.Stepped in to manage team work-flow in manager's absence.