Jamie Joseph Email & Phone Number

Toronto, ON, CA

Toronto, Ontario, Canada

Toronto, Ontario, Canada

• Demonstrated leadership capabilities by efficiently managing various Regulation-A and Regulation-D capital raises. Secured financing for high-profile clients ranging from $10M to $75M+
• Implemented efficient investor relations communications and outreach strategies to meet capital raise targets whilst conducting Anti-Money Laundering and 506(c) verification checks as per SEC regulations
• Participated in client meetings and was responsible for facilitating client communications and highlighting important metrics

Toronto, Canada Area

• Analyzed pension plan documents for the WSIB Employee Pension Plan to complete pension calculations ensuring accuracy and compliance against plan documents and applicable legislation
• Used this knowledge to update systems, spreadsheets, and the broader database
• Interacted with external and internal parties (e.g., members, Payroll, HR Transactions, third parties) and provided oral and/or written responses regarding pension enquiries to plan members, survivors, and other.

Toronto, ON

• Managed the team workflow to ensure timely and accurate completion
• Indexed documents in the Workflow software to the transactional teams
• Distributed daily reports to the employees of the department
• Responsible for the treatment of checks, client information, and document management

Toronto, ON

• Audited (by email and telephone) 500+ employees to assess their compliance with the ministry’s common service standards
• Conducted jurisdictional scans of 100+ municipal websites within the Greater Golden Horseshoe region to ensure transparency and accountability according to Ontario's Open Government Initiative
• Managed the storage optimization project within a $10,000 budget; decreasing storage usage by 50% which resulted in savings of over $12,000 in annual rent for the Ontario Government

Toronto, ON

• Collaborated with fellow practicum students to investigate and assess municipal data from StatsCan and Environics
• Analyzed data to determine factors contributing to homelessness in local municipalities
• Researched, collected, and presented data on 15+ municipalities’ compliance levels in accordance with Ontario's Open Government Initiative

Pickering, ON

• Provided excellent service to customers while building rapport among co-workers to maximize team efficiency and morale
• Regularly exceeded sales targets and ensured customer satisfaction and seamless department performance

Cobourg, ON

• Provided support for marketing events and seminars, and assisted with on-going client communications
• Oversaw the firm’s website and related social media platforms, garnering 400+ followers and potential clients

Pickering, ON

• Provided excellent customer service to clientele in a fast-paced environment
• Ensured high standards for cleanliness, organization, and the achievement of a fulfilling customer experience
• Cleared, cleaned, and reset each table efficiently and attended to the concerns of guests in a professional manner

Graduate Diploma In Business, Business Administration And Management, General

A 4-month accelerated business program which provides a comprehensive overview of business fundamentals. The curriculum includes 8 core.

Honours Bachelor Of Public Administration, B.P.A

In my last two years of undergraduate studies, I maintained a 3.78 GPA while working a part time job, completing a practicum placement.

Ontario Secondary School Diploma (Ossd)

Honour Roll and Ontario Scholar