Jan Carylle C. Email & Phone Number

Toronto, Ontario, Canada

• Authorize issuance of claim settlement and/or rollover cheque, calculate cash values and withholding tax.• Oversees the entire disbursement process, including claim settlement cheques, fund transfers, and reactivations, showcasing a commitment to precision and efficiency in financial transaction management.• Conducts meticulous document scrutinization to ensure legal compliance, expediting disbursement requests.• Investigate, examine, and calculate loan audits and set up loan repayments.• Consult, interpret all divorce decrees, bankruptcy, power of attorney forms from lawyers or other relevant individuals to ensure validity of claim request.

Toronto, Ontario, Canada

• Determined the needs of the beneficiary then provided accurate and timely resolution.• Took ownership and responsibility for resolving customer concerns, complaints, and conflicts with every interaction defined in company guidelines.• Mentored and assisted as a Subject Matter Expert (SME) to colleagues in administrative tasks and procedures.• Supported the organization’s and the Claims Team’s key priorities.• Took statements through verbal and written information as appropriate to those with a need to know, ensured information is clear, accurate and compliant with all legal, privacy, confidentiality, and company standards.

Toronto, Ontario, Canada

• Created, reviewed, and analyzed ad hoc correspondence, data and reports for members, producers, and external partners.

Markham, Ontario, Canada

• Provided outstanding customer service by engaging with customers and ensuring their needs were met.• Demonstrated expertise in selling a wide range of products and services to maximize sales opportunities.• Effectively handled customer inquiries, addressed concerns, and provided accurate information about products, services, and merchandise.

• Generated client-specific reports and invoices to meet the needs of clients and relationship managers.• Managed and monitored a diverse portfolio of existing/new opportunities, and transactions based in Ireland.• Appointed as the process owner for Client Services Administration (CSA), assistant process owner for the New Business process, and conducted thorough reviews of Management Company reports.• Prepared reports for the Transfer Agency process, ensuring accuracy and timely delivery.• Led the development and presentation of Key Performance Indicator (KPI) and root-cause analysis PowerPoint reports and meetings.• Enhanced core procedures and checklists on a daily, weekly, and monthly basis.• Successfully executed complex activities with significant financial, client, and internal business impact, showcasing exceptional attention to detail and problem-solving skills.• Supervised and mentored junior colleagues, serving as a key subject matter expert.• Recognized as the Q1 2021 Cheers for Peers' A-Awardee - Employee of the quarter for the Client Reporting Department on April 30th, 2021.

(The Financial and Risk Business of Thomson Reuters was rebranded as Refinitiv, a London Stock Exchange Group Business)• Managed and maintained a portfolio of 40,000+ collective investments consisting of static and time-series data, including mutual funds, hedge funds, fund fees, and expenses. Provided accurate and timely information to advisors, clients, and media communities.• Maintained an exceptional level of 90% accuracy and timeliness, ensuring data integrity and reliability.• Developed and nurtured strong working relationships with Canadian Fund Management Companies, fostering effective collaboration and communication.

• Proficiently utilized Reuters Eikon and Lipper for Investment Management, leveraging their functionalities• Contributed to the success of the Canadian Lipper Fund Awards on a yearly basis.• Conducted comprehensive investigations of internal and external client cases and queries.• Successfully managed the resolution process for client issues on behalf of the team.

• Assisted the Financial & Risk Content, Analytics & Valuation Services in various tasks and projects.• Managed static and time series data of U.S. mutual funds, hedge funds, fees, and expenses, ensuring accuracy and data integrity.• Supported the team in data analysis and research and provided valuable insights.

Post Graduate Certificate, Global Business Management, 4.29/4.5 - With Honors

Bachelor Of Science (Bs), Major In Business Economics

Activities and Societies: Vice-President for Professional Development - Scarlet Commerce A.Y 2014- 2015